Switching to MoveBoard
Bring in storage tenants
Move the customers you store for into MoveBoard — set up facilities first, add each tenant with their units, monthly fee and next billing date, put their card on file, and start billing without charging twice.
- 2 min read
- Checked against MoveBoard
- For owners & admins
Storage customers pay you every month, so bringing them over carefully matters: each needs the right rate and the right next billing date, so nobody is billed twice or missed.
There's no file import for storage tenants: each is added on the Storage page. For a long list, set aside time — or talk to Elromco support about help.
Before you start
- Set up your warehouses in Settings › Storage › Facilities, with their units, and choose a default facility. See Facilities.
- Set your storage payment rules (late fees, reminders) in Settings › Storage › Storage payments.
- From your current software, list for each tenant: name, phone, email, units, monthly fee, the date they moved in, what they owe today, and the date their next bill is due.
Add each tenant
- Open Storage, choose the Storage Tenant view and press Add Storage Tenant.
- Fill in the customer, the units and the Monthly Fee, and the Move In Date.
- Put the customer's card on file and tick it as the autopay card — see Autopay and cards on file. (You can also send the customer their storage link to add a card themselves.)
- If they owe money today, add it as a charge on the Ledger, so the balance matches your previous records.
- Set Next Run to the date their next monthly bill is due, then start recurring billing. See Monthly storage billing.
The agreement
Tenants without a signed storage agreement show on Needs attention. Keep their old signed agreement as a file on the tenant, or have them sign yours. See The storage agreement.
Check
When you're done, compare the Storage page's tenant count and total monthly fees with your previous software, and look at Needs attention.
Related guides
- StorageThe Storage pageYour warehouse at a glance — who is in storage, who moves in or out today and tomorrow, what it brings in and who owes money.
- StorageFacilitiesSet up your storage facilities — their details, pricing, late fee, terms, the default one, and the bills and reminders each sends.
- StorageA storage tenantEverything about one tenant in one window — their details, units, monthly fee, billing, ledger, files, messages and log.
- StorageMonthly storage billingHow MoveBoard bills each storage tenant every month, charges the autopay card, adds late fees and reminders — and what happens to a missed billing day.
- StorageAutopay and cards on fileSee a storage customer's cards, choose which one the monthly charge uses, add a card and take one off.
- StorageThe storage agreementThe agreement a storage customer signs — how to set up its words and fields, where it is signed, and what signing it starts.
Still stuck? A person will help.
Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.