Creating a Storage Project from a Move Project

Overview

Often times a customer will need to go from a Move into Storage. This process outlines the streamlined steps to take them from the Moves module and add them into the Storage Module for tracking and billing purposes. 

Steps to Follow

1. Navigate to Moves tab then select the Project list

2. Select on the Move project that needs to be turned into a storage job

3. Click the 3 Dots near Project Name then select Create storage project 

4. Review all information and click Create

• Storage Project Type: Required
• Add Project Name: Optional