MoveBoardStorage messages go out by themselves with each bill, reminder and late fee. You decide their words per facility, and which mailbox they come from.
The messages each facility sends
Open Settings › Storage › Facilities, Edit a facility, and use its tabs:
- Bill Template — sent with each monthly storage bill.
- Reminder 1, Reminder 2… — each sent a number of Days after the storage bill to tenants who still owe. + adds a reminder after the one you're on; × removes one (Reminder 1 always stays).
- Late Fee Template — sent with the late fee, the facility's late-fee days after the bill is due (set by When we will apply late fee on Storage Information).
Each tab has an email and a text (EMAIL 1, SMS 1). Pick one of your storage templates, or write a new one right there: its name, subject, Send automatically, and the body in plain HTML or blocks. Template variables fill in each tenant's details. One Save on the facility writes the templates and the reminders together.
The mailbox they come from
The Communications tab sets up the facility's own sending mailbox. As the tab says: "If you do not wish to setup storage specific SMTP settings, emails will be sent using your default company SMTP settings." A new facility's mailbox can be set up once the facility is saved.
Declined cards
The "your storage payment was declined" email and text live in Settings › Communication › Templates, folder Storage. See Declined storage cards.
Message a tenant yourself
- One tenant: the Communication composer under the cards in their window — a text, an email, a note or a call — all filed under the tenant.
- From the Tenants list: the message icon in a row opens that tenant's Messages.
- Many tenants: tick them and use Send Mass Text or Send Mass Email. See Bulk actions on tenants.
- Their statement: Send statement on the Ledger.
Every email a tenant was sent shows in their window's conversation (Emails tab). Show all opens it as the tenant got it, with a Copy link for each of its links — the PAY Invoice link to text to a tenant who can't open the email. See Did my email arrive?.
A text never goes to a number that replied STOP.
Send as SMS in a tenant's window checks the tenant's own number. When it is grey, the reason is written in red right under it — see Text a customer. Each text you sent a tenant shows its status (delivered, failed…), and a failed one says why — for example the carrier's daily texting limit, which resets at midnight Pacific.
If something goes wrong
- "Please add at least one template block" — a template in blocks mode needs at least one block.
- "Problem with creating template" / "Problem with updating template" — the template didn’t save. Try again.
- "This tenant has no phone number" — add one on Customer Details to text them.