Recent Activity
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Collections Status
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Dashboard
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Admin
Total Units
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Available
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Occupied
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Reserved
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Rates & Inventory by Size
| Size | Dimensions | Sq Ft | Rate/mo | Total | Available | Occupied |
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Unit Types
Define your available unit sizes, dimensions, and what they fit. These appear on your public availability page.
Unit Features & Amenities
Define features that can be assigned to individual units. Features with surcharges add to the monthly rate.
Add New Unit
Bulk Add Units
Quickly add multiple units of the same size. Numbers are auto-assigned.
Active
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Delinquent
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Monthly Revenue
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Total Units
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Active Tenants
| Name | Unit | Access Code | Rate | Status | Active Since | Days Left | Actions |
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Total Prospects
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Tours Scheduled
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Pending Bookings
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Leads
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Waitlist
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Prospects & Leads
| Name | Contact | Source | Date | Status | Actions |
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Total Archived
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This Year
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Avg Tenure
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Archived Customers
| Name | Phone | Last Unit | Move-Out | Actions |
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Edit Customer
Add New Customer
All Bookings
| Date | Customer | Unit | Size | Rate | Status | Actions |
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Lease Management
| Unit | Customer | Size | Monthly Rate | Move-In | Term | Status | Actions |
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Create Manual Lease
Walk-in customer? Create a lease directly without going through the online booking flow.
Quick Add Customer
Staff & Service Access
Building gate codes for management, employees, and service personnel. Synced to the Yale lock automatically.
| Name | Role | Code | Valid | Status | Actions |
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Tenant Access Codes
| Customer | Unit | Code | Status | Activated | Actions |
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Auto-Lock
15
sec
The gate automatically re-locks after a successful PIN entry. Adjust the delay to give tenants enough time to walk through.
Admin Tools
Lock Details
Register New Lock
Access Log
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Revenue by Unit Size
Occupancy by Unit Size
Delinquent Accounts
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Email Campaigns
Compose Campaign
SEO Settings
Site-Wide Promotion
This is the main promotion shown on the booking page and homepage. It applies automatically to all new bookings.
Commitment Tiers
Configure the multi-month commitment discounts shown on the booking page. Longer terms = bigger discounts for tenants.
MONTHS
LABEL
DISCOUNT %
BADGE TEXT
DESCRIPTION
Referral Program
Existing tenants can share their referral code. When a new customer books using the code, the referrer gets a credit on their account and the new customer gets a discount.
Applied to their first month
Credited to referrer's ledger balance
Recent Referrals
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Add-on Products & Services
Products and services that tenants can add to their lease. Can be one-time or monthly charges.
Rate Changes
Apply rate changes with impact preview. Changes are logged for audit.
Recent Rate Changes
Admin PIN Management
Manage admin user PINs. All PINs must be exactly 7 digits.
| Username | Role | Last Updated | Actions |
|---|---|---|---|
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Change Your PIN
Add New Admin
Reset PIN
Set a new 7-digit PIN for
Late Fee Settings
Enforcement & Collections
Automated actions for overdue charges. The system processes these daily.
Days of access per payment
Warning email sent
Account marked delinquent
Lien proceedings eligible
Facility Information
Access Hours & Security
Business Rules
Tour Settings
Protection Plans
Configure pricing and coverage. Plans are backed by SafeLease (A-rated carrier). Plan names update across the booking flow and tenant portal.
PLAN
PRICE ($/mo)
COVERAGE ($)
Basic Protection
Plus Protection
Max Protection
Protection Plan Provider
Coverage is backed by SafeLease (A-rated carrier). Toggle to in-house if switching providers (§10).
Facility & Lease Config
Property value limits, insurance requirements, and lease terms.
Billing & Invoicing
Check Printing
Enter your bank account details for printing on blank MICR check stock. This info prints in the MICR line at the bottom of each check.
Chart of Accounts
Standard accounts for categorizing all income and expenses. System accounts cannot be deleted.
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Tax Rates
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Email Diagnostics
Test your SendGrid email integration. Send a test email to verify delivery.
Tenant Management
Archive or delete individual tenants from the Customers page. Use the action buttons on each customer row, or open their profile for more options.
Banking
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Manage vendors for expense tracking and 1099 reporting.
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Record Expense
Add Account
Add Vendor
Create Invoice
Reconcile Statement Period
Mark transactions as "Cleared" first, then enter your bank statement ending balance to reconcile.
New Journal Entry
Print Check
Import Bank Statement
Upload a CSV bank statement. Supported formats: Date/Description/Amount or Date/Description/Debit/Credit.
Reports
Revenue Trends
Occupancy Rate
Profit & Loss
Accounts Receivable Aging
Revenue by Unit Size
Customer Retention & Churn
Conversion Funnel
Select a date and click Generate to view the Balance Sheet.
Select a date range and click Generate to view the Cash Flow Statement.
Select filters and click Load to view the General Ledger.
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Collections Pipeline
Friendly Reminders
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Formal Demands
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Final Notices
0
Lien Initiated
0
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Lien Proceedings
Active Liens
0
Total Owed
$0
Notice Period
0
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Email Templates
Configure all automated emails sent throughout the customer lifecycle. Edit templates, toggle on/off, and set trigger timing.
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Email Preview
Scheduled Jobs
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Last Run Results
No results yet.
Job Execution History
Integration Health
Recent Webhook Events
External Cron Setup (Optional)
The scheduler runs automatically every 6 hours. For more control, set up an external cron job:
curl -X POST /api/cron/run -H "x-cron-secret: YOUR_CRON_SECRET" -H "Content-Type: application/json"
Set the CRON_SECRET environment variable in Railway to secure this endpoint.
Activity Log
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Testimonials
Add Testimonial
| Customer | Quote | Rating | Featured | Status | Actions |
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Lease Templates
Manage lease document templates with merge tags for automated e-sign agreements.
| Name | Status | Default | Sections | Updated | Actions |
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New Template
Facility Info (override defaults)
Template Preview (Sample Data)
0Open
0Resolved
—Avg Response
—Satisfaction
Messages
Select a conversation
Select a conversation to start chatting
Customer Info
Support Settings
This message is sent automatically when a tenant creates a new support ticket.
days
Resolved tickets will be automatically archived after this many days.
Canned Response Templates
Add New Template
Select a conversation
⏰ Quiet hours active (9 PM – 8 AM). Non-critical messages will queue until morning.
Select a conversation to view customer details
Send New SMS
⏰ Quiet hours active (9 PM – 8 AM). Non-critical messages will queue until morning.
Create Support Ticket from SMS
Schedule Tenant Rate Change
Unit Details
Unit Number
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Floor
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Size
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Dimensions
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Status
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Monthly Rate
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Contact Customer
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