Creating a New Lease

Quick Lease Creation

A new lease is created through a move-in.

1. Click + New at the top of the dashboard and choose Move-In (or click New Move-In on the Customers page). If you have more than one facility, select the facility.
2. Select the unit
3. Enter the customer's details, or choose an existing customer
4. Set the lease terms:
   • Start date
   • Monthly rate (defaults to the unit type rate)
   • Optional security deposit and promo code
5. If the facility uses gate access, set the tenant's gate code
6. In Payment, collect the first payment and optionally enable autopay
7. Have the tenant sign, or send them a signing link
8. Click Complete Move-In

The billing day is not set per lease. It comes from the facility's Billing Anchor setting: either the first of the month or the move-in day (anniversary). You can change it in the facility's settings.

Lease Documents

StorageFlow can generate a lease agreement automatically. Configure your lease template under Settings > Lease Templates with your terms and conditions. Tenants can sign electronically using the e-signature feature.

Move-In Checklist

When a tenant moves in, StorageFlow guides you through:

• Collecting the first payment
• Signing the lease agreement
• Providing access codes
• Recording emergency contacts