Completing a Storage Project

Overview

This article covers the recommended steps to close out a storage project once a customer has been moved out.

Steps to Follow

1. Set Project End Date

• Set the project end date and set the date out for all containers (either individually or bulk)

2. Set Containers' Date Out 

• Refer to How to Manage Storage Containers to a Project for more information
• (optional) Create outgoing move

3. Update any recurring invoices

• Navigate to the next scheduled invoice, and edit it to stop the recurring series by either setting the end date for the series or toggle switch from recurring to a single (non-recurring) invoice
• Adjust any bills for that final invoice and the save and schedule
• Refer to Storage Invoices article for more information

4. Set storage project status to ‘Complete’

• Manually update the storage project to the appropriate status. Guidelines for how to use the statuses below:
  
   
  • Complete - The customer has moved out and paid all invoices
  • Cancelled - The customer decided to not proceed with the storage project (make sure to cancel any outstanding invoices on the project)
  • Expired - The customer has not made payments and are now flagged as expired for further action (collect payment, move to collections etc)