Move a tenant in
Run the Move-In Wizard from the Calendar: pick the tenant and unit, prorate the first month, create the lease, take payment and issue the gate code.
6 stepsUpdated
Before you start
- Create the tenant first if they are not in the list yet: Tenants & Units > Tenants > Create Tenant.
Steps
Step 1: Open Calendar, pick the move-in date and choose Move-in. The Move-In Wizard opens.
Step 2: Tenant & Unit: pick the tenant and the unit they are taking.
Step 3: Financial Setup: check the Monthly Rent, leave Prorate Rent on if they move in part way through the month, and add any fees or a Security Deposit.
Step 4: Contract: click Create Contract to make the lease, then Sign in person at the counter or email them the signing link.
Step 5: Payment: take the first payment now, or click Skip Payment (Process Later) to collect it afterwards.
Step 6: Complete. The unit shows as occupied and the tenant's gate code is created for you.
Good to know
- Rent then posts to the tenant on the 1st of every month.
- Gate codes are kept on file for you to enter in your gate controller; the app does not connect to gate hardware.
- A tenant can rent several units on one account. Run the wizard again for the next unit.
Next you might need
What the feature does
E-sign leases
Your own lease, signed at the counter or from an emailed link.
Self storage e-sign rental agreement
Did this answer it?
If a step does not match what you see, email support@storagefacilitycreator.com with the facility name and what you clicked, or use Report a Bug at the bottom of the app sidebar. Inside the app, AI Assistant answers the same questions in your own words.