Managing unit move-in jobs

Creating a move-in job

Move-in jobs can be created in 3 ways: by staff through the Management Portal and Unit Page or by the customer through the Customer Portal.

From the Management Portal (Sitemap)

You can move a customer into a unit by clicking on an available unit in the sitemap or by navigating to an available unit page.

Once you select the available unit for the move-in, click on Schedule move-in.

Next, select an existing customer or click on the + icon to create a new customer account. Then click on Schedule move-in to create the move-in job.

From the Unit Page

Manually move a customer into a unit click on the three dots on the top right of the unit page then select Schedule move-in. Next you may either select to move-in an existing customer or add the details for a new customer.

From the Customer Portal

Move-in jobs are created by customers when booking through the Customer Portal

Confirm reservation

Once a unit has been reserved, the next step is to review and confirm the reservation.

This step will show a summary of the reservation, including the reserved unit, deposit & rent, prepayment, move-in date, etc. Edits can be made to the details or reserved units.

Check and charge an invoice

In this step, the system will generate the invoice for the customer including the number of months that are being pre-paid and any pre-set charges that are set for the unit type in the Unit settings.

Click on the invoice line to go to the invoice page where you can charge the customer, send the invoice/receipt or manually mark a payment against the invoice.

Editing and adding invoice items

The invoice can be edited directly within the unit order by clicking on a line item (or you can do this from within the invoice page). To add additional line items to the invoice, click on the + Add item and enter the details in the pop-up window (or you can do this from within the invoice page).

Once the invoice is marked as paid, click on the ✔️ Continue button to move to the next step.

Confirm move-in

The final step in a unit order is the move-in step. Click on ✔️ Complete move-in to finalize the unit order. At this point, the unit state will be updated from Reserved to Occupied.

Download an agreement

You can access the rental agreement for a unit rental in a few different ways during and after the move-in process.

For a unit rental that is occupied:

If a move-in has been completed and the unit is occupied, you can access the rental agreement from the Unit Rental > Details section:

Note: if you move a customer into a unit from the management portal, it bypasses the e-sign process and the agreement will not show in this section.

For a unit rental that has been reserved but not confirmed:

Click View contract to open up the storage agreement with the corresponding details of the unit order filled out in the agreement pdf.

From within a move-in job that is not yet completed:

Click the 3-dots button in the top right, then select Download agreement.

From within a move-in job that is completed - unit occupied:

In cases where you completed the move-in from the management portal, the agreement e-sign is bypassed. You can find the agreement in the occupied unit by clicking on the move-in date and clicking the 3-dots button in the top right, then selecting Download agreement.

In all cases, the PDF will open in a new window where you'll be able to print or save the file.

The agreement template will follow the agreement template setup for the corresponding site as per the Site settings.

Cancel order

If you need to cancel a unit order, click on Cancel move-in.

Once cancelled, the reserved unit will be made Available again.