Your Storable Edge software allows you to schedule transfers and move-outs.
You can begin the process of scheduling these movements from three places:
The Nav Bar
The tenant’s general page
The unit’s general page
The process is the same no matter where you start.
Move-ins are scheduled via reservations. To learn more, visit Adding Leads.
Scheduling a Transfer or Move-Out
From the Nav Bar
Click the … A dropdown menu will appear. Click Transfer or Move-Out to bring up either the transfer or move-out pop-up window.
In the Move-Out or Transfer pop-up window, begin typing the tenant’s name or unit number in the Tenant or Unit field. Select the desired tenant name or unit number from the list of search results.
For a move-out, add the desired future move-out date and click Schedule.
For a transfer, click Schedule, then choose a future transfer date under Desired transfer date. This is required. Then choose a unit group and unit. Click Schedule Transfer.
A message confirming the successful scheduling of the unit movement will appear.
From a tenant’s general page:
Under the Rentals section, click Move-out or Transfer for the desired unit. This will bring up the move-out or transfer pop-up window.
For a move-out, add the desired future move-out date and click Schedule
For a transfer, click Schedule, then choose a future transfer date under Desired transfer date. This is required. Then choose a unit group and unit. Click Schedule Transfer.
A message confirming the successful scheduling of the unit movement will appear.
From a unit’s general page:
Under the General Information section, on the Status line, click Move-Out or Transfer. This will bring up the move-out or transfer pop-up window.
For a move-out, add the desired future move-out date and click Schedule.
For a transfer, click Schedule, then choose a future transfer date under Desired transfer date. This is required. Then choose a unit group and unit. Click Schedule Transfer
A message confirming the successful scheduling of the unit movement will appear.
Completing a Scheduled Transfer or Move-Out
On the scheduled transfer or move-out date, a notification will appear in the Occupancy section of the Task List. You can click on the notification to complete the process, or, similar to scheduling a transfer or move-out, you can complete the action from either the Nav Bar, a tenant’s general page, or a unit’s general page.