MoveBoardStorage
Storage tenants, units, recurring billing and move-outs.
- The 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.
- A storage tenantEverything about one tenant in one window — their details, units, monthly fee, billing, ledger, files, messages and log.
- Move-ins and move-outsHow a moving-and-storage order becomes a storage tenant when it is booked, and how its move out is made, linked and dated.
- Messages for moving & storage customersA moving-and-storage customer has two linked orders but gets one welcome, one quote email showing both moves, and one follow-up — never each message twice.
- Storage charge and pricing typeSet the storage on a moving-and-storage quote — the facility, how it is priced, the billing schedule, free months, price increases and bulky items.
- Monthly 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.
- Autopay and cards on fileSee a storage customer's cards, choose which one the monthly charge uses, add a card and take one off.
- Declined storage cardsWhen a storage card is declined, the customer gets an email and a text with a link to update their card and pay — and you see it on the Storage page.
- Ledger and statementEvery storage bill and payment with the running balance — add a charge, take a payment, print bills, and email the customer their statement.
- The storage agreementThe agreement a storage customer signs — how to set up its words and fields, where it is signed, and what signing it starts.
- FacilitiesSet up your storage facilities — their details, pricing, late fee, terms, the default one, and the bills and reminders each sends.
- Storage flagsColoured marks for storage tenants — past due, VIP, do not release — set up once and put on tenants one at a time or in bulk.
- Use storage unitsTurn it on for a branch and the Units tab decides where every tenant is — placing a tenant sets their facility, the tenant window shows the unit, and a move-out frees it.
- Bulk actions on tenantsTick several storage tenants and text them, email them, change their status, flag them or export them in one go.
- Edit a unit, return it, and the Time MachineChange everything about a storage unit in one pop-up (location, size, capacity, price, next charge date, account), return it to the facility, and look at the Units board on any past day.
- Storage emails and textsThe bills, reminders and late-fee messages each facility sends, the mailbox they go out from, and how to message tenants yourself.
- Archiving an order with storageAn order linked to a tenant who is still in storage, still billed or still owing can't be archived — MoveBoard says which.
- Storage reportsOccupancy, move-ins and move-outs, storage revenue, past-due balances, storage payments and length of stay — in Reports.
- Time in storage over the maximumMoveBoard warns you when a stay in storage runs longer than the maximum number of months you allow.
- Storage on a move-outStorage is charged on the move-in order only — the move out of storage shows $0 storage unless you type an amount yourself.