Create Contract

How to Create a New Contract?

Creating a new contract is a straightforward process that allows you to efficiently manage tenant agreements. Follow the steps below to create a new contract in the system:

Step 1: Navigate to Create Contract:
  1. Access the Top Menu: Begin by navigating to the top menu of the application.
  2. Select Create Contract: Click on the Create button, then choose Create Contract from the dropdown menu.



Step 2: Create or Select a Contact:

2.1. Create New Contact: If the customer is new, you can create a new contact by entering the necessary details.





2.2. Select Existing: If the customer already exists in the system, simply choose the existing contact from the list.






Step 3: Choose the Required Space:

1. Select the Property: Start by selecting the preferred property where the contract will be assigned.

2. Specify Building and Floor: Choose the relevant building and floor within the selected property.

3. Select Storage Options:
  1. Storage Type and Category: Choose the appropriate storage type and category that best suits the customer’s needs.
  2. Storage Size: Select the desired storage size.
  3. Assign Storage Box: You can either:

    1. Pick Storage Box: The system will randomly assign a box based on availability.
    2. Choose Your Own Box: Manually select a specific storage box from the available options.



Step 4: Select Add-on Services:

4.1. Navigate to Add-ons Page:

In this step, you can enhance the contract by selecting additional services that may be required by the customer.

4.2. Choose Add-ons:

Select the desired add-on services from the available options to include in the contract.




Step 5: Review and Customize Contract Details:

Review all the entered details on the preview page.

5.1. Set Move-in Date: Choose the date when the customer will move into the storage space.

5.2. Set Access Code: Assign an access code for the customer to use.

5.3. Settings: Customize the contract further by adjusting:

      5.3.1. Pro Rata Type: Set the pro-rata type if applicable.
      5.3.2. Additional Invoice Duration: Adjust the invoice duration according to your requirements.

5.4. Additional Charges: These charges include the Security Deposit and Administration Fee. By default, they will be enabled or disabled based on the configuration. However, the user will have the ability to enable or disable them for specific users.

5.5. Preferred Recurring Payment Mode: Choose the recurring payment method preferred by the customer.




Step 6: Save and Create Move-In

6.1. Finalize the Contract: Once all details are reviewed and confirmed, click on the Save and Create Move-In button.

6.2. Payment Options Window: The user can view the list of tasks included in the move-in link sent to the customer. By default, the lease document will be enabled, while the alternate contact, identity document, mandate document (recurring payment details Card/SEPA), and declaration form (allowing the tenant to list items stored in the box) are optional features that can be enabled or disabled at the configuration level. The user also has the ability to change these settings based on the specific contract.

Finally, the user can enable the Pay Now button to raise a receipt for the move-in invoice payment. Additionally, if the tenant pays via credit card, a payment link will be included in the move-in link.



6.3. Confirmation and Documentation: The system will finalize the contract and initiate the move-in process, officially creating the contract in the system. An email will be triggered to the tenant’s email address with a link to complete the necessary documentation.



By following these steps, you can efficiently create and manage new contracts, ensuring that all customer details and preferences are accurately recorded, while also streamlining the documentation process for your tenants.

Tenant Move-In Process: Step-by-Step Guide:

Once the contract is initiated from the Management App, the tenant will receive an email containing a link to complete the move-in documentation and payment. The tenant can easily navigate through the booking process by clicking on the provided link.




Step 1: Introduction Page
  1. Access the Booking Process: 

    Upon clicking the link, the tenant will be directed to the     Booking Process Introduction Page. This page provides an overview of the steps required to complete the move-in process.




Step 2: Alternate Contact Information:
  • Enter Alternate Contact Details:

    The next step directs the tenant to the Alternate Contact Page. Here, the tenant can enter details for an alternate contact—someone authorized by the tenant to be contacted if the tenant is unreachable.




Step 3: Upload Identity Documents:

3.1 Select and Upload Identity Documents:
  • The tenant will then be guided to the Identity Documents Page. On this page, the tenant can choose the accepted identity document type from a dropdown menu and upload a copy of it in the prescribed format.

    • For All Users:
      • There will be fields to upload both the front and back of the identity document.

    • Additional Documents for Business and Student Users:
      • Business Users: There is an option to upload Business documents relevant to the contract.
      • Student Users: Similarly, students can upload Student documents as required.



Step 4: Review and Sign the Lease Contract:
  • Contract Preview: The tenant previews the contract, reviews the terms and conditions, and electronically signs the lease contract.

  • Proceed to Payment: After signing, the tenant is directed to the payment page.




Step 4: Enter Payment Details:
  • Complete Payment:

    Finally, the tenant will need to enter their Card Details to complete the booking process. This ensures that payment is processed, and the booking is confirmed.




Step 6: Confirmation and Success Page:
  • Success Page: Upon successful payment, the tenant is redirected to a success page.

  • Booking Confirmation: An automated booking confirmation email is sent to the tenant, including the signed contract and any other relevant documents as attachments.


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