A storage tenant

Double-click a tenant on the Storage page and their window opens: Storage ID and their name across the top, in the colour of their status.

The top of the window

• Status — Future Moves In, Storage Tenant, Future Moves Out, Moved Out or Archived.
• Flags — the marks your company uses (past due, VIP…). See Storage flags.
• Attach — files for this tenant (the badge counts them).
• Ledger — every bill and payment, plus taking a payment and the cards on file. See Ledger and statement.
• Settings — this tenant's own copy of the pricing (see below).
• Balance Due with the Move In and Move Out dates. A balance in red is owed; in brackets and green, the tenant is in credit.

The four cards

Customer Details — name, email, phones, Contact Address, Best Contact and Info, and the two orders:

• Move In Order — the move that brought the goods in. Link one by searching for it, or unlink it with the ✕.
• Move Out Order — the move that takes them out.

Storage Info — the Storage Id #, Actual and Billable size (cubic feet or pounds, as the facility measures), the Storage Facility and the locations in it, and the Minimum billed. With more than one facility you can add a second one with +, and the $ marks the one the monthly bill follows (Use for Recurring Billing). A figure in red differs from the facility's own setting.

Billing & Recurring — Monthly Fee, Tax, Late Fee and Late Fee Applied (days after the bill), then the recurring billing: Billing Cycle (Monthly), Date Started, End Date, Next Run, the start and pause buttons, and the Autopay Card. See Monthly storage billing.

Additional Details — Lot Number, Color, From and To for each lot, and Bulky Items.

When you change the size, minimum or facility, the Monthly Fee is worked out again a second later. Type over it and it turns red — a fee you set by hand. The round arrow beside it (Go back to the calculated fee) puts the calculated one back.

Under the cards

The Communication composer — texts, emails, notes and calls filed under this tenant — and the Storage Log, which records every change and who made it.

Saving

Nothing you type is written until you press SAVE, and SAVE only shows while something differs from what was saved. Put a value back and SAVE goes away again.

Some buttons act at once, without SAVE: starting, resuming and pausing the recurring billing, unlinking the Move Out order, and everything in Ledger and Attach.

The tenant's own pricing

Settings opens Storage Settings — this tenant's own copy of the facility's pricing, so a later change to your price list never re-prices someone already in storage. Change the billing schedule, the pricing, the tax, Max months in storage, Free months or Price increases here, and save it in the pop-up. Changing storage pricing needs Can change storage pricing on storage agreement.

If something goes wrong

SAVE is refused, with every reason at once, and each field in question is outlined in red until you fix it, when:

• "First name is a required field." / "Last name is a required field."
• "Email must be a valid email address."
• "Primary phone: …" — the phone number is missing or not a full number.
• "Select storage facility."
• "Can't save storage tenant — postal code is invalid: please enter a valid ZIP/Postal code."
• "Save the Move In order first, then link the Move Out order." — save before linking the move out.
• "Pick the date the recurring billing started." — you changed the billing dates without a start date.