Are you ready to get your software set up? Go through the following checklist to ensure you didn't miss anything. Click the links below for more information.
1st Step: Initial Setup
- ❏ Complete the Facility Setup after logging in to your software. (Refer to your Welcome email for the link)
- ❏ Submit an application for payment processing
- ❏ Submit an application for Tenant Protection by submitting this form
2nd Step: Enter Data
- ❏ Make all of your unit types (unit sizes)
- ❏ Enter all your units
- ❏ Create your site map or send a labeled facility layout to the support team to create
- ❏ Enter your rental agreement/Lease or send a text file like a Word doc to the support team to input
- ❏ Import your customers or you can send the completed customer import template spreadsheet to the support team for input.
- ❏ Rent each customer their unit(s)
**When sending information to the support team, please send documents to support@storageunitsoftware.com, this is the best email to send support requests to. Please include in the email subject line "Customer Import", "Sitemap" or "Rental Agreement"
Final Step: Settings review
- ❏ Add a unique Logo and any Facility photos or send them to support.
- ❏ Choose a billing and reminder period
- ❏ Setup notifications you want the manager to receive
- ❏ Prorating? Setup prorating (if applicable)
- ❏ Read, edit, and enable the templates you want to use/send out. It is up to the owner/manager to ensure that these templates contain correct information pertaining to the facility.
- ❏ Add in your late fees/rules, your lockout fees/rules, and determine if you want the software to generate your auction dates
- ❏ Call the support team to integrate your gate (if applicable)
- ❏ Taxes? Create a tax rate (if applicable)
- ❏ Review your field settings to ensure customers are providing necessary information when they rent a unit online. Also, if needed, create custom field settings for information you want to collect from the tenant when they are creating their account.
- ❏ (Optional) Two-Way Text Messaging. If you would like the ability to send and receive text messages directly to and from your tenants within the software, please enable Two-way Texting, choose a number, and register your brand.
- ❏ Review your website and make any necessary edits or changes to the content.
- ❏ Review the facility information by going to Setup > Contact to ensure that all information is correct.
These addresses will show on invoices and in notifications. Remove any personal information if it was provided during software sign-up. Learn about template placeholders. - ❏ If you own a domain/URL that needs to be associated with your new website or if you need ESS to purchase a domain for you, please email or call support for assistance or visit our support guide here.
- ❏ Give customers the ability to rent online
If you have any questions or need further explanation on any step of the process, you can reach our support team at 435-656-1990 press 1 for software support or email support@storageunitsoftware.com.