The ‘Move-in’ is the how you move a tenant into your available units and create their lease. To start a move-in, click on the ‘Move-in’ button at the top left side of your dashboard.
The ‘Move-in’ process is split into 5 steps, each step containing the necessary information to complete the move-in process and generate a lease. Your mandatory and optional fields are set up in the Settings menu.
If you're moving in a brand new tenant, click on the ‘New Tenant’ button. If you're moving in or adding a unit to an existing tenant, you can select your current tenant from the list of existing tenants.
Enter the tenant's details, address, and contact information. If the tenant is a business user, then enable the checkbox for ‘Business User.’ Enter the delivery address if it is different from the tenant's address. The exact fields displayed here are able to be changed in the settings menu.
Select the ID type and enter the required fields. Upload a picture of the tenant or a scan of their identification.
Enter the alternate contact details and fill in the security questions. Click the ‘Save’ button and proceed to click on ‘Next Step’ at the bottom of the page.
The next page contains the storage details. Select the Storage Type, Location, Building, Move-in date, Invoice period, and Billing cycle. Select the storage unit from the available units list.
Now, scroll down to enter the scheduled move-out date, rental rate per month, security deposit. If it is a refundable security deposit, enable the check box for the same. Enter the gate access code and comments if you have any.
The Addons page contains the extra services/facilities provided at the facility. If tenants opt to buy insurance, add a plan or if they have their own insurance policy, choose accordingly, and enter the required details. (Click here to know more)
Services that are available at the facility can be acquired from the ‘Fees/Services’ tab. (Click here to know more)
Likewise, if tenants wish to buy, the same can be selected from the products listed at the ‘Merchandise’ tab. (Click here to know more)
If tenants want to store a vehicle inside the storage unit, they can enter the vehicle information in the ‘Vehicle Details’ tab. Once this part is done, click on ‘Next Step’ to proceed further. (Click here to know more)
E-Sign & Payments
(This article will lead you to know about the E-sign and Payment part of the move-in process)
Once the payment part is done, you may click on ‘Save & Proceed’ to complete the Move-in. The confirmation screen will display as below:
With this, you have successfully completed the move-in process.