The following placeholders are available to use in document templates in order to populate facility and customer data.
📖 Learn more about using placeholders.
| Placeholder | Where it pulls from |
| ADDITIONAL_DEPOSIT | Customer Profile > Rentals > Deposit Paid > Additional Deposit > Additional Deposit Charged > Amount |
| ADDITIONAL_DEPOSIT_REFUND_AMOUNT | Customer Profile > Rentals > Deposit Paid > Additional Deposit > Additional Deposit Charged > Amount |
| ALTERNATE_ADDRESS | Customer Profile > Customer Information > Alternate Contact Information > Address (Street address, city, state & zip) |
| ALTERNATE_CITY_STATE_ZIP | Customer Profile > Customer Information > Alternate Contact Information > City, State & Zip |
| ALTERNATE_CONTACT | Customer Profile > Customer Information > Alternate Contact Information > Contact |
| ALTERNATE_PHONE_NUMBER | Customer Profile > Customer Information > Alternate Contact Information > Phone Number |
| ALTERNATE_STREET_ADDRESS | Customer Profile > Customer Information > Alternate Contact Information > Street Address Only |
| ALTERNATE_EMAIL | Customer Profile > Customer Information > Alternate Contact Information > Email |
| AUCTION_DATE | Auction Date appearing in the Red bar across the top of a Customer Profile. This can be set by the lockout rules OR on the Customer Profile > Gate Access page |
| BALANCE | Customer Profile > Balance; total owed on the customers account (oustanding minus credit) |
| BILLING_CYCLE | Customer Profile > Rentals > Billing; shows number of months for the current billing cycle |
| CUSTOMER_ACCESS_CODE | Customer Profile > Customer Information > Account & Access > Access Code; this only works for the Storable Access Control (PDK) |
| CUSTOMER_ADDRESS | Customers Profile > Customer Information Contact > Address (Street address, city, state & zip) |
| CUSTOMER_CELL_PHONE_NUMBER | Customer Profile > Customer Information > Contact > Cell Phone |
| CUSTOMER_CITY_STATE_ZIP | Customer Profile > Customer Information > Contact > City, State & Zip |
| CUSTOMER_NAME | Customer Profile > Customer Information > Contact > Name |
| CUSTOMER_PASSWORD | Pulls customer password, can ONLY be used in Automatic templates |
| CUSTOMER_PHONE_NUMBER | Customer Profile > Customer Information > Contact > Phone |
| CUSTOMER_STREET_ADDRESS | Customers Profile > Customer Information Contact > > Street Address only |
| CUSTOMER_USERNAME | Customer Profile > Customer Information > Account & Access > Username |
| DATE | Todays date |
| DATE_IN_15_DAYS | The date in 15 days |
| DATE_IN_30_DAYS | The date in 30 days |
| DAVINCI_LOCK_CODE | This comes from DaVinci and CANNOT be changed/edited in our software |
| DAYS_BEHIND | Reports > Collections > Days behind |
| DEPOSIT | Customer Profile > Rentals > Deposit Paid >>> Deposit > Deposit Charged > Amount |
| DRIVERS_LICENSE_NUMBER | Customer Profile > Customer Information > Personal Information > Driver's License Number |
| DRIVERS_LICENSE_STATE | Customer Profile > Customer Information > Personal Information > Driver's License State |
| EMAIL_ADDRESS | Customer Profile > Customer Information > Contact > Email |
| EMERGENCY_CONTACT | Customer Profile > Customer Information > Personal Information > Emergency Contact |
| EMERGENCY_CONTACT_PHONE_NUMBER | Customers Profile > Customer Information Personal Information > > Emergency Contact Phone Number |
| EMPLOYER_NAME | Customers Profile > Customer Information Personal Information > > Employer Name |
| EMPLOYER_PHONE_NUMBER | Customer Profile > Customer Information > Personal Information > Employer Phone Number |
| FACILITY_ADDRESS | Setup > Contact > Billing Address > Address |
| FACILITY_CITY | Setup > Contact > Billing Address > City |
| FACILITY_EMAIL | Email, Txt & Print > Settings > Email Settings > Notifications Email |
| FACILITY_NAME | Setup > Contact > General > Facility Name |
| FACILITY_PHONE | Setup > Contact > Billing Address > Phone |
| FACILITY_PHYSICAL_ADDRESS | Setup > Contact > Physical Address > Physical Address |
| FACILITY_PHYSICAL_CITY | Setup > Contact > Physical Address > Physical City |
| FACILITY_PHYSICAL_STATE | Setup > Contact > Physical Address > Physical State |
| FACILITY_PHYSICAL_ZIP | Setup > Contact > Physical Address > Physical Zip |
| FACILITY_STATE | Setup > Contact > Billing Address > State/Province |
| FACILITY_URL | Setup > Contact > General > Website Address |
| FACILITY_ZIP | Setup > Contact > Billing Address > Zip/Postal Code |
| GATE_KEY | Customers Profile > Rentals > Details > Gate Key |
| INSURANCE_CERTIFICATE_NUMBER | Only works when StorSmart is enabled |
| INSURANCE_COVERAGE_AMOUNT | Customer Profile > Rentals > Billing > Insurance >>> Active Policy > Coverage |
| INSURANCE_DOCUMENT_SIGNATURE_URL | Only works when StorSmart is enabled |
| INSURANCE_FACILITY_NUMBER | Only works when StorSmart is enabled; Setup > Insurance > Storsmart Settings > Facility ID |
| INSURANCE_POLICY_URL | Only works when StorSmart is enabled |
| INSURANCE_PREMIUM_AMOUNT | Customer Profile > Rentals > Billing > Insurance >>> Active Policy > Premium |
| INSURANCE_SIGNATURE_DATE | Only works when StorSmart is enabled |
| INSURANCE_START_DATE | Customer Profile > Rentals > Billing > Insurance >>> Active Policy > Start Date |
| NEXT_BILL_DUE | Customer Inforamtion > Rentals > Billing > Next Bill Due |
| PAID_TO_DATE | Customer Profile > Rentals > Billing > Paid to Date |
| PAST_DUE_BALANCE | Coming Soon! Shows the balance of all invoices that are past due |
| PAST_DUE_LINE_ITEMS | Customer Profile > Billing HIstory > All unpaid, past due line items (they will show in the order they are in the Billing History) |
| PREVIOUS_RENT | Customer Profile > Billing History > Last Rent Invoice amount |
| PREVIOUS_RENT_DUE_ON | Customer Profile > Billing History > Last Invoice Due Date This will only work if there are no other invoices/fees for that unit invoiced after the rent invoice |
| PREVIOUS_RENT_PLUS_TAX | Customer Profile > Billing History > Last Rent Invoice amount; it will show the tax included in the price |
| RENT | Customer Profile > Rentals > Biling |
| RENT_DUE_ON | Customer Profile > Rentals > Billing > Edit >>> Next Bill Due This will differ from NEXT_BILL_DUE if an invoice has been billed but is not yet due. |
| RENT_PLUS_TAX | Customers Profile > Rentals > Billing; it will show the tax included in the price |
| RENTAL_BILLING_DAY_OF_MONTH | Customer Profile > Rentals > Billing > Next Bill Due > Day |
| RENTAL_DEPOSIT_REFUND | Customer Profile > Rentals > Billing > Deposit Paid Adds this full verbiage, "Our records indicate that you have paid a deposit for this unit in the amount of $total deposit amount. After reviewing your account we will be refunding $Deposit refund amount from the original deposit paid." |
| RENTAL_DEPOSIT_REFUND_AMOUNT | Customer Profile > Rentals > Billing > Deposit refund amount entered on Move out |
| RENTAL_MOVE_IN_DATE | Customer Profile > Rentals > Details > Move-In Date |
| RENTAL_SCHEDULED_MOVE_OUT_DATE | Customer Profile > Rentals > Move Out > Move-out Scheduled |
| RENTAL_SCHEDULED_PRICE_CHANGE_DATE | Customer Profile > Rentals > Yellow Alert > View >>> Change Date |
| RESERVATION_AMOUNT | Customer Profile > Billing History > Reservation Invoice |
| RESERVATION_AMOUNT_PAID | Customer Profile > Billing History > Amount of the Reservation Invoice that has been marked paid |
| RESERVATION_DATE | Customer Profile > Reservation > Details > Date Reserved |
| RESERVATION_DESIRED_MOVE_IN_DATE | Customer Profile > Reservation > Details > Desired Move-In Date |
| SCHEDULED_RENT | Customer Profile > Rentals > Yellow Alert > View >>> New Monthly Amount |
| SCHEDULED_RENT_PLUS_TAX | Customer Profile > Rentals > Yellow Alert > View >>> New Monthly Amount; it will show the tax included in the price |
| SETUP_FEE | Customer Profile > Rentals > Unit >>> Setup Fee Amount (this will be the row beneath the pricing options or deposit) |
| SETUP_FEE_NAME | Customer Profile > Rentals > Unit >>> Setup Name (this will be the row beneath the pricing options or the deposit) Name varies based on what you set up in the Unit Type |
| SOCIAL_SECURITY_NUMBER | Customer Profile > Customer Information > Personal Information > Social Security Number |
| STORAGE_AGREEMENT_URL | Customer Profile > Rentals > Details > Storage Agreement; the link is not available to view unless the email/text is sent |
| TENANT_PROTECTION_FEE | Only works when TPP is enabled; Customer Profile > Rentals > Details > Tenant Protection >>> Active Plan > Fee |
| TENANT_PROTECTION_LIMIT | Only works when TPP is enabled; Customer Profile > Rentals > Details > Tenant Protection >>> Active Plan > Limit |
| TENANT_PROTECTION_START_DATE | Only works when TPP is enabled; Customer Profile > Rentals > Details > Tenant Protection >>> Active Plan > Created |
| TRANSACTION_EXPLANATION | Customer Profile > Billing History > Payment; Only works in the Receipt templates (Automatic & Manual) |
| TRANSACTION_MESSAGE | Customer Profile > Billing History > Payment; Only works in the Receipt templates (Automatic & Manual) |
| TRANSACTION_PAYMENT_AMOUNT | Customer Profile > Billing History > Payment; Only works in the Receipt templates (Automatic & Manual) |
| TRANSACTION_PAYMENT_DATE | Customer Profile > Billing History > Payment; Only works in the Receipt templates (Automatic & Manual) |
| UNIT | Customer Profile > Rentals > Unit |
| UNIT_NOTES | Customer Profile > Rentals > Unit >>> Notes |
| UNIT_SIZE | Customer Profile > Rentals > Details > Size |
| UNIT_TYPE_PRICE | Customer Profile > Rentals > Unit >>> Pricing Options (whichever biling cycle the customer has for that unit) |
| UNPAID_LINE_ITEMS | Customer Profile > Billing HIstory > All unpaid line items |