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Customize!
Organizational
Layout- Customize your facility
layout so it makes the most sense for your self storage management. Also, create
additional companies, groups, and property owners.
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Customize! Unlimited
Unit
Types and Features- Create the storage units
and spaces that apply to
your community, including special features for each type.
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Mortgage and Insurance Information- Keep track of payment
addresses, account numbers, and contact information for your
mortgage and insurance companies.
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Lease and Moving Dates- Monitor your lease expirations by
filling in the begin date and end date for each
customer’s
lease. When it is time to renew the lease, you will be notified
in your Reminder System or Lease Reports. You can also enter the
dates for move-in, notice given, expected move-out, and actual
move-out.
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Customer Information Tabs- Store
customer information in the
Tenant Detail tab, including alternate addresses for
emergency, forwarding and billing, as well as employer information, other
occupant information, and vehicle information.
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Customize! Contact
Information- Enter your customer’s contact information in
one screen, including address, e-mail addresses, website
addresses, and a customizable phone section so you can add as
many phone numbers as you need for each
customer.
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Incidents and Notes- Stay organized by typing unlimited
incidents or notes in sections for work orders,
facilities,
customers, and more. Each entry includes the date of the note,
the user who entered it, and the option to have the note appear
in your management Reminder System.
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Pictures- Store pictures of your
customers, as well as keep
a visual record of how the storage unit looked before and after they
moved in or out. You
can even scan a lease or application and store the image in the
customer’s picture folder.
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Inactive and
Prospective Customers-
Keep records of all activity involving previous
customers as
well as the information on customers who have applied to
rent in your
facility.
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Recurring Charges- Schedule an unlimited number of charges
to appear automatically for each customer.
You can set the amount, income account, and frequency for
each charge that will appear on a regular basis.
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Security Deposits- Manage your security deposit for each
customer, including the charge of the deposit and each payment
as a separate entry. You can also return the deposit to the
customer and/or retain part of the deposit for damages directly
from Storage Sidekick.
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Payment History- View all of a
customer’s past charges and
payments with just a few clicks. You can also print a receipt
from a past payment.
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Customize!
Payment Types-
Choose from preset payment types such as check, cash, and money
order, or create your own.
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Customize! Unlimited Late Fee
Types- Customize your late fee structure with several
options for daily charges, percentages and flat fees, and the
income accounts with which your late fee is associated.
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Available Credits- Apply a
customer’s overpayment to another
charge of your choice by using the Available Credits section.
You can choose to automatically apply the credit to the next
upcoming charge or just create the credit to be applied at a
later date.
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Customer Statements- Print statements to show the
record of all charges and payments in the
customer’s history.
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Charge Ahead-
Look into the future by charging ahead, which allows
upcoming charges to be viewed, edited, or paid in the
customer’s folder before they are due.
