MoveBoardEvery storage customer signs a storage agreement: the space, the monthly rate, how they'll pay, and your terms. The foreman has it signed on the move-in day, on the Movers App.
Set up the agreement
Open Settings › Storage › Storage agreement. The agreement is built from blocks, the same way as your bill of lading:
- Edit block to change a block's words; Insert a variable… puts the order's details (the customer's name, the date…) where the cursor is.
- Fields the crew fills in adds boxes the foreman or customer types in on the day.
- Size: Full width or Half width, and drag a block to move it.
- Edit Signatures sets who signs and in what order.
- Edit Back Side adds a second side with more terms.
- Preview shows it as the customer will see it.
You need Can see Settings Tab to change it.
The storage fields
The agreement can carry four storage fields that save straight to the storage tenant when they are filled in:
- the storage space the goods take,
- the monthly rental rate — only someone with Can change storage pricing on storage agreement can change it on the phone,
- the customer's payment authorization tick box,
- add a payment method — the customer's card for the monthly charge.
The agreement is the one source
What the agreement says — the space and the monthly rate, typed or worked out — is the storage charge everywhere: the bill of lading's storage words and Storage line (so its total and balance), the office's closing and invoice, and the tenant's monthly charge. A change on the agreement reaches all of them at once. After it's signed, the order's Storage Charge window shows the agreement's space and rate; the office changes them from the closing's Storage Charge window (see Storage charges and pricing).
Where it is signed
On the move-in day the foreman turns on Coming to Storage and opens the Storage Agreement on the job. Every field is checked before the last signature, and the last signature submits it. See Storage agreement on site.
Require a card first
In Settings › Storage › Storage payments, Require Payment Method for Storage Agreement means the agreement cannot be signed until the customer has a default storage card on file.
The crew fills the lot details
Normally the office types a tenant's lots in the storage tenant window (Additional Details › + Add lot details). To have the crew fill them on the storage agreement instead, open Settings › Storage › Storage payments and, under Lot details on the storage agreement:
- Crew fills lot details on the storage agreement — on: the agreement has a Lot details card (lot number, sticker color, From and To sticker numbers, one or more lots). The customer signs with them shown and they're on the signed PDF; when the agreement is submitted they're saved into the tenant's Additional Details. Off (the default): nothing changes.
- Lot number starts as — Blank (the crew types it), Order number, or Job number (the Job # on the crew's job, which is the order number). The crew can change it.
- Lot details required before signing — on: the customer can't sign until each lot has its number, colour, From and To. Off (the default): the crew may leave them empty.
The colours offered are MoveBoard's lot colours and any other colour your lots already use; the crew can also type one. Each branch has its own settings. Press Save.
Coming to Storage always makes the tenant
Turning Coming to Storage on (on the job, or on the bill of lading) makes the order's storage tenant — exactly one: if the order already has one it's used. With no default storage facility the switch is refused and stays off. If the tenant is still missing when the agreement is opened or signed on a day going to storage, the agreement makes it, so a signed agreement is never left without its tenant.
What signing starts
When the move-in job is completed and the agreement was signed on the day you chose as the storage billing day, MoveBoard starts the tenant's monthly billing from that day. See Monthly storage billing.
A tenant in storage with no signed agreement shows on the Storage page's Needs attention ("…no signed storage agreement").