MoveBoardA move into storage and the move back out are two orders, linked to each other. The move in becomes a storage tenant when it is booked; the move out sets when the tenant leaves.
The two orders
A Moving & Storage order has a Storage card in its addresses row, where the storage stop is: the destination when goods go into storage, the start when they come out. The two arrows between the storage stop and the customer's address flip the order between going into storage and coming out of it.
When a moving-and-storage lead comes in, MoveBoard makes the move in, and — if Auto Create Storage Move Out is on for that move type in Settings › Storage › Moving & storage — the move out too, already linked, on the customer's delivery date (or a month later when there is none).
The move-out date a lead asks for
Every lead with a storage service and a move-out (delivery) date follows the same rule — from your website, MoveBoard's own forms or the New Order screen:
| The customer asked for | MoveBoard makes |
|---|---|
| Moving & Storage, out 1 night after the move, up to Max Days Overnight | an Overnight order (two days, the overnight fees) |
| Overnight, for more nights than Max Days Overnight | a Moving & Storage order, with its move out on the asked day |
| A move-out on the move day or before it | a Moving & Storage order, with its move out a month later (as when no date is given) — and a warning |
Max Days Overnight is set per move type in Settings › Pricing & calculator › Overnight charges (1 night when it is not set). The order's log says what the customer asked for and what was made.
A move-out on or before the move day
The lead is never lost. Its move in and move out both show a warning across the top of the order, for example "Customer asked for move-out Oct 1 — same day as the move. Confirm the move-out date. The move-out is Nov 1 for now." The lead also has a ! next to its move date in the orders list, and the order's log has the same line.
- Ask the customer when they want their things back.
- Change the date on the move out (or open it with View Delivery Order) and press Save.
- Press Date confirmed on the warning. It goes from both orders, and the log says who confirmed it.
On the New Order screen a move-out on or before the move day is not taken: "The move-out date (Oct 1) has to be after the move date (Oct 1)." Pick a later day.
Changing the dates later
The move out can't be on or before the move in. Moving either order's date that way is refused when you press Save, for example "The move-out date (Oct 1) has to be after the move-in date (Oct 1)." or "The move-in date (Nov 1) has to be before the move-out date (Nov 1)." Move the other order first, or pick another day. One night apart stays a moving-and-storage pair; it is not made into an overnight order.
The Storage card on the order
- On the move in: Monthly fee, Duration cost, the storage dates and whether the storage is Included in total or Not included in total in the quote.
- When the orders are linked: the other order's status and date, with View Delivery Order (on the move in) or View Pickup Order (on the move out) to open it.
- When there is no linked order yet: Link order to search for one, and Create a move out.
Create a move out
Press Create a move out on the move in. MoveBoard makes a new order for the move out of storage — its one stop is the customer's delivery address, on the day the storage period ends — and links the two. "Move out order created successfully" confirms it. Your team hears of it as a new lead; the customer gets no welcome or quote for it — they had them from the move in (Messages for moving & storage customers).
What the move out takes from the move in
However the move out is made — Create a move out, switching the service to Moving & Storage, or beside a new moving-and-storage lead — it is the same customer and the same move:
- the customer and their account, the source and the salesperson;
- the name, email, phone (its kind and extension), the other phone, and the best way and time to reach them;
- the Add'l Contact, with the same email and text ticks;
- Additional Info (the order's notes);
- the move type, the move size and its cubic feet;
- the whole inventory — every room, item and box — and the move out is sized and priced by it, as the move in is.
It never takes money (the quote's charges, discounts, deposits, payments or cards), signatures and documents, the bill of lading, the crew or the trucks: the move out is quoted, booked and paid on its own.
Details typed after the move out was made
The move out follows its move in until your team works on the move out itself, or it is reserved or booked. Say you start a + New order with the addresses, switch it to Moving & Storage (the move out is made), and then type the customer's name, phone, email and inventory on the move in: when you press Save, the move out gets them too. Both orders' logs say so, for example "Customer details copied from the move in #RES-1201 automatically."
After that, what happens is up to Settings › Storage › Linked move in / move out: nothing (the default), MoveBoard asks "Also update the move out (#…)?" after you save, or it updates both at once (Linked move in / move out).
A tenant with no Move In order
Some tenants have no Move In order (for example, tenants brought over from your old system). Their window still offers Link Move Out Order: pick the order that takes the things out of storage — a plain Local Moving order is fine — and it's saved on the tenant as its Move Out order. MoveBoard refuses only an order that is already another tenant's Move In or Move Out order.
Once linked, that order's status changes reach the tenant's Move Out status, and Move-Ins & Move-Outs counts it as To move out on its day when it is booked or reserved. A customer's other moves that are not linked to the tenant are never counted as a move out.
Link two orders that already exist
Type in Link order and pick the other order. MoveBoard asks Do you wish to update the move details? — Yes lets you copy details from one order to the other, No links them as they are. Press Save. Two orders link only when their move type and estimate type match.
To unlink, press the unlink icon and confirm Yes, unlink.
Booking the move in makes the tenant
When the move in is Booked, MoveBoard creates the storage tenant from it — the customer, the storage day, the sizes, the order number and contact — as a Future Moves In tenant on the Storage page. The tenant's status follows the move in's status from then on.
The move out sets the move-out date
When the linked move out is booked, the tenant's Move Out date and the monthly charge's end date become the move out's storage day. If that order is postponed, cancelled or archived, the date is taken away again so billing does not stop.
If someone typed a different move-out date on the tenant by hand, MoveBoard never overwrites it silently. The tenant window and the order's Storage card ask, for example, "Update the storage move-out date to the move-out order's date (Oct 15, 2026)?" — Yes takes the order's date, No keeps the typed one.
If something goes wrong
- "Move type or estimate type is not supported to link orders" — the two orders differ in move type or estimate type.
- "The move-out date (…) has to be after the move-in date (…)" — the move out was moved onto or before the move in. Pick a later day, or move the move in first.
- "Failed to create move out order" / "Failed linked order" — the reason from the server is shown in its place; fix it and try again.
- A completed day's Storage card is frozen: you can still open the linked order, but not link, unlink or create a move out.