Scheduled Transfers and Move-Outs

Your storEDGE software provides the ability 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 which place you start.

Note: Move-ins are scheduled via reservations. To learn more, visit Adding Leads.

Scheduling a Transfer or Move-Out

From the Nav Bar:

1.  Click the  A dropdown menu will appear.

2.  Click Transfer or Move-Out to bring up either the transfer or move-out popup window.

3. In the Move-Out or Transfer popup 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.

4. a. For a move-out, add the desired future move-out date and click Schedule.

b. 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.

5.  A message confirming the successfully scheduled unit movement will appear.

 

From a tenant’s general page:

1.  Under the Rentals section, click Move-out or Transfer for the desired unit. This will bring up the move-out or transfer popup window.

2.  a. For a move-out, add the desired future move-out date and click Schedule.

     b. 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.

3.  A message confirming the successfully scheduled unit movement will appear.

 

From a unit’s general page:

1.  Under the General Information section, on the Status line, click Move-Out or Transfer. This will bring up the move-out or transfer popup window.

2. a.  For a move-out, add the desired future move-out date and click Schedule.

    b.  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.

3.  A message confirming the successfully scheduled unit movement will appear.

 

Completing a Scheduled Transfer or Move-Out

On the date of the scheduled transfer or move-out, 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.

From the Nav Bar:

  1. Click the … A dropdown menu will appear.
  2. Click Transfer or Move-Out to bring up either the transfer or move-out popup window.
  3. Click on the name of the tenant you wish to move-out or transfer listed under Scheduled Move-Outs or Scheduled Transfers. This will open the transfer or move-out window.

From the tenant’s general page:

  1. Under the Rentals section, click Complete transfer or Complete move out. This will bring up the transfer or move-out window.

From the unit’s general page:

  1. Under the General Information section, click Complete transfer or Complete move out. This will bring up the transfer or move-out window.

 

For more information on completing the Transfer or Move-Out process, see Transfers and Move-Outs.

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