Digital Storage Agreements
Digital Storage Agreements are signed when a customer rents online from your website, or they can be emailed, or text messaged from the software, and signed at a later time if the tenant rents in person.
A member of our team can upload the Storage Agreement to your software by emailing it to easysupport@storable.com, or you can upload it yourself under Setup > Settings > Storage Agreement and use placeholders to personalize the template agreement for each customer. Once an agreement has been signed, it will save a single agreement PDF for each unit connected to the customer's profile. Once saved, it cannot be modified. If you need a customer to sign a new agreement, the current agreement must be deleted and a new one signed in its place.
Can I use paper agreements instead of digital ones?
If you decide not to use the digital agreement, you can upload a copy of your signed paper agreement so that it is saved and accessible from the customer profile. This can be done from the customer profile > In the Rental section, click the link to that says "Storage Agreement: View" > Use the gray "Upload" Button to choose the storage agreement file from your computer and save it to the customer's account.
Uploading the agreement will remove the customer's name from the Unsigned Storage Agreements Report. You can also check the box labeled "Agreement Signed Externally" to remove the customer from the Unsigned Customer Agreement Report. You will not have access to their agreement from our software if you choose this option.
What if I have different agreements for different unit types?
You can upload multiple agreements in our software. If you have different terms and conditions for specific unit types (e.g., parking storage versus enclosed storage), you can create separate agreements and set which version of the contract the customer signs based on the Unit Type Settings.
You can upload the other agreement under Setup > Settings > Storage Agreement > New Storage Agreement or follow the steps in "How do I upload or edit my lease agreement?"
Once multiple agreements have been added, you can change the default agreement attached to the unit under Units > Unit Types > "Edit" and change the drop-down box titled "Agreement".
How will customers sign a rental contract when renting a unit?
If the customer rents online, they will be required to sign the agreement during the rental process. When a manager or sales associate rents the unit through the management side of the software, they will need to text or email the contract to the customer to collect a signature, or have them sign a paper copy at the office.
See Also: How Do I Email or Text a Storage Agreement to a Customer?
Can the tenant move in without signing the rental agreement?
A customer could unknowingly not sign the contract while moving in under certain circumstances, such as:
The tenant accidentally clicks the back button to update information and loses the link to the agreement.
The unit type didn't have the storage agreement attached when the tenant rented online.
A manual rental was made, and the storage agreement wasn't sent via email/text.
I've transferred my customer from one unit to another. Do I need to have them sign a new agreement?
Yes. When customers move from one unit to another, the information in that contract will change, such as the price, the unit size, or the unit number. Any signed agreement on file should match the unit the customer is occupying and accurately reflect their account, in case you need to use this lease agreement to protect yourself in legal situations.
How do I see who has signed the agreement and who hasn't?
You can see which customers have not signed their digital contract by going to Reports > Customers > Unsigned Customer Agreements.
I made changes to my storage agreement under Setup > Settings and now I want my existing customers to sign the new agreement, how do I do that?
You will need to archive the customers' existing agreement, which will cause the software to automatically generate a new agreement for signing. You can archive the agreement by clicking on it from the customer's profile and clicking Archive.
How do I find a past customer's rental agreement?
On the customer's profile, in the Rentals Section, there is a Past Rentals link that shows information about past rentals. On this past rentals page, copies of signed rental agreements will be saved and accessible by clicking on the link of the document you would like to view or print.