Storage agreement on site

A move that goes into storage needs the customer's storage agreement: the space, the monthly rate and how they'll pay. The foreman has it signed on site.

Turn on Coming to Storage

The Storage Agreement tile opens only when the goods go into storage today.

1. On the job screen, find the Storage Agreement tile.
2. Switch on Coming to Storage (on the tile, or on the bill of lading if it has the switch).

While it's off, the tile is greyed and says Turn on Coming to Storage on BOL to use — also when the goods go into storage at the last minute on a move that wasn't going to storage. If the customer's storage is on a different day of the move, it says Storage exists for this customer on a different day. A job with no storage at all shows the tile greyed with Storage jobs.

Turning Coming to Storage on makes the customer's storage tenant at once (only one, whatever happens — never a second). If your company has no default storage facility, the switch stays off and says why: There is no default storage facility, so no storage tenant can be made. The office sets one in Settings › Storage › Facility set-up. If the tenant still isn't there when the agreement is opened or signed, the agreement makes it then.

Have it signed

1. Press Storage Agreement.
2. Fill in what the agreement asks for — the storage space, the rental rate (only if you're allowed to change storage pricing; the total with tax shows beside it), and the payment authorization tick.
3. If the agreement asks for a card, press Add Payment on File (or Change Payment on File). When the customer already has cards on file, they're listed under Select Credit Card (brand, last four digits, expiry): pick one and press Use this card — nothing is typed again. Or pick Add New Card, type the card and press Save card.
4. If your company has the crew fill the Lot details (see below), fill them before the customer signs.
5. The customer signs each signature in order, top to bottom. An earlier required signature that's missing is scrolled to and outlined.
6. The signature that leaves none unsigned submits the agreement — or press Submit once every signature is given. When your company submits by signatures, the last one asks first: Once this signature is signed, the contract will be completed and closed.

The Download and Print icons at the top print or save the agreement; Back Side and Front Side switch sides when it has a back.

Lot details

When your company turns on Crew fills lot details on the storage agreement, the agreement has a Lot details card under the words, for each lot of stickers:

• Lot number — it may already say the job's number (your company decides).
• Sticker color — pick it from the list, or Other color… and type it.
• From sticker # and To sticker # — any numbers, for example 20 to 80.

Press Add another lot for a second colour or range (the same lot number is fine); the X takes a lot away. The customer signs with the lot details on the page, and they're on the agreement's PDF. When the agreement is submitted they're saved into the storage tenant's Additional Details, so the office doesn't type them again.

When your company requires them, the last signature waits until each lot has its number, colour, From and To: Fill in the lot details (lot number, color, from and to) before the customer signs. A lot with anything typed needs its lot number: Each lot needs its lot number.

The card check

A new card is checked with the customer's bank before it's kept: a hold of one cent that is cancelled straight away, so the customer never pays it. If the card isn't kept, the message says why — for example This card was declined by the bank, or The billing ZIP code or address doesn't match the card (code 27) when the ZIP doesn't match. A card already on file doesn't need typing again: pick it from the list.

Why it matters for the bill

On a storage day, the bill of lading's last labor signature waits until the storage agreement is signed. Sign the agreement first, then finish the bill — see Submit the bill of lading.

The agreement's space and monthly rate are the storage charge everywhere: as soon as they change on the agreement, the bill of lading's Coming to Storage words and its Storage line (and so its total and balance) and the office's closing show the same rate, and the monthly storage charge uses it.

Once signed, the tile turns green and the office sees a green Storage Agreement icon on the job's card on the Dispatch board.

What your company decides

• The agreement's words and fields — Settings › Storage › Storage agreement.
• Whether a card must be on file before it can be signed — Settings › Storage › Storage payments. With it on, signing is refused with Default payment method is required until a card is saved.
• Whether the crew fills the lot details, what the lot number starts as, and whether they're required before signing — Settings › Storage › Storage payments › Lot details on the storage agreement.

If something goes wrong

• There is no storage agreement on this job. / No storage agreement is set up for this job.
• Still needed: … — the signatures named are missing.
• The storage agreement could not be submitted. Please try again.
• The signature could not be saved. Please try again.
• The card could not be saved.