This article will cover the steps for a company/property leaving the WorkSpace Property & Facility and/or Accounting applications.

• Reach out to your WorkSpace administrator and Kimmy Gratton, your WorkSpace customer success representative, to initiate the termination procedure.
• Sign and complete the WorkSpace DocuSign termination form.
• Ask your tenants and vendors to stop using WorkSpace and the vendor invoice email address.
• Close all open Service Requests, Preventive Maintenance work orders, and process all outstanding AP invoices.

Run the following reports:

• Service Request Activity Report

• PM Background Data Export
• PM Work Orders with Detail
• Incidents List
• Tenant Contacts

After your termination date you will no longer be able to log into WorkSpace to retrieve archival information, view open service requests, or access outstanding invoices.