Facilities

Each warehouse you store goods in is a facility, with its own pricing, late fee, terms and messages. New tenants go to your default facility.

Before you start

Open Settings › Storage › Facilities. Changing facilities needs Can see Settings Tab.

Your facilities

Each facility card shows its address, email, phone, Tax, When we will apply late fee, Late Fee Amount, Payment terms and how many active tenants it has. On each card:

• Make default — the default takes every new tenant.
• Active — off means no new tenants can go there (existing ones stay).
• Edit, Clone (a copy of everything, never the default and with no tenants — change what differs and save) and the bin to delete.

Add New Storage starts a new facility.

The facility window

The window has tabs: Storage Information, Bill Template, Reminder 1 (and more), Late Fee Template and Communications.

Storage Information

• The facility — Internal Storage Name, Storage Display Name (Customer portal), the address (the ZIP fills the city and state), Phone 1, Phone 2, Email, Default Storage and Always collect full balance.
• Pricing — the Move Unit (cubic feet or pounds), the minimum, the Storage Rate, Tax, When we will apply late fee and Late Fee Amount.
• Terms — what the tenant agrees to, and Net Payment Terms (Due upon receipt, or a number of days).
• How it is priced — Per CuFt (a monthly rate per cubic foot), Price/Vault (with Max CuFt/Vault, Price/Vault and the Location Type), or By Unit (locked; its sizes and prices stay as they are).
• Billing Schedule — Prorate to the 1st, Minimum Billable Days per Cycle and Duration of Billing.
• Price increases — raise the price after a number of months, by a percent or an amount.
• Stays and free months — Max duration of storage stays, Apply free storage to month: and Make free storage months recurring.

Copy to All Storage Facilities copies this facility's storage rate to every facility, after asking.

The message tabs

Bill Template is the email and text sent with each monthly bill. Each Reminder goes a number of Days after the storage bill to tenants who still owe; + adds another, × removes one (Reminder 1 stays). Late Fee Template goes with the late fee. Communications sets up the facility's own mailbox. See Storage emails and texts.

Press Save once: it writes the facility, its reminders and any templates you changed. "Storage Facility saved successfully" confirms it, and the window stays open.

If something goes wrong

• "You must have one default storage facility. If you wish to make this one inactive, please select another facility as your default facility." — make another facility the default first. The same applies to deleting it.
• Turning off a facility with tenants asks: "You are about to make this storage facility inactive. You currently have active storage tenants. Your existing tenants will remain active, but you will not be able to add new tenants to this facility. Do you wish to continue?"
• Deleting asks: "You are about to remove this storage facility. Do you wish to proceed?"