The storage agreement

Every storage customer signs a storage agreement: the space, the monthly rate, how they'll pay, and your terms. The foreman has it signed on the move-in day, on the Mover's Portal.

Set up the agreement

Open Settings › Storage › Storage agreement. The agreement is built from blocks, the same way as your bill of lading:

• Edit block to change a block's words; Insert a variable… puts the order's details (the customer's name, the date…) where the cursor is.
• Fields the crew fills in adds boxes the foreman or customer types in on the day.
• Size: Full width or Half width, and drag a block to move it.
• Edit Signatures sets who signs and in what order.
• Edit Back Side adds a second side with more terms.
• Preview shows it as the customer will see it.

You need Can see Settings Tab to change it.

The storage fields

The agreement can carry four storage fields that save straight to the storage tenant when they are filled in:

• the storage space the goods take,
• the monthly rental rate — only someone with Can change storage pricing on storage agreement can change it on the phone,
• the customer's payment authorization tick box,
• add a payment method — the customer's card for the monthly charge.

Where it is signed

On the move-in day the foreman turns on Coming to Storage and opens the Storage Agreement on the job. Every field is checked before the last signature, and the last signature submits it. See Storage agreement on site.

Require a card first

In Settings › Storage › Storage payments, Require Payment Method for Storage Agreement means the agreement cannot be signed until the customer has a default storage card on file.

What signing starts

When the move-in job is completed and the agreement was signed on the day you chose as the storage billing day, MoveBoard starts the tenant's monthly billing from that day. See Monthly storage billing.

A tenant in storage with no signed agreement shows on the Storage page's Needs attention ("…no signed storage agreement").