Alerts & Notifications
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Critical
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Warning
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Info
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Collections Status
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Dashboard
JR
Joey R.
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Total Units
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Available
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Occupied
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Reserved
Danger Zone
Full reset deletes ALL units, leases, access codes, and bookings. Only use if rebuilding from scratch.
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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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
Access Log
DEBUG: CUSTOMER HUB IS VISIBLE
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Revenue by Unit Size
Occupancy by Unit Size
Delinquent Accounts
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Email Campaigns
Compose Campaign
SEO Settings
Promo Codes
Promotional Settings
Unit Pricing
Monthly rates for each unit size
Dynamic Pricing
When enabled, unit prices automatically increase as occupancy rises for each size tier.
1%5%15%
e.g., 1.5 = prices can increase up to 50% above base
Unit Inventory
Manage your unit inventory. Add or remove units by size.
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-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
Commitment Tiers
| Months | Discount Rate |
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Access Rules
| Rule | Setting |
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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
Referral Program
SafeLease Protection Plans
Configure pricing and coverage. Plan names update across the booking flow and tenant portal.
PLAN
PRICE ($/mo)
COVERAGE ($)
SafeLease Standard
SafeLease Premium
SafeLease Max
Billing & Invoicing
Transactions
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Invoices
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Create Invoice
Bank Register
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Financial Reports & Analytics
Revenue Trends
Occupancy Rate
Profit & Loss
Accounts Receivable Aging
Revenue by Unit Size
Customer Retention & Churn
Conversion Funnel
Tour Management
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Calendly Webhook Setup
To auto-generate access codes when someone books a tour, add this webhook URL in your Calendly account:
Steps:
1. Go to Calendly → Integrations → Webhooks
2. Click "Create Webhook Subscription"
3. Paste the webhook URL above
4. Subscribe to events: invitee.created and invitee.canceled
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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Collections & Liens
Active Liens
0
Total Owed
$0
Notice Period
0
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Testimonials
Add Testimonial
| Customer | Quote | Rating | Featured | Status | Actions |
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0Open
0Resolved
—Avg Response
—Satisfaction
Messages
Select a conversation
Select a conversation to start chatting
Canned Response Templates
Add New Template
Guest Access Monitor
| Unit | Tenant | Guest | Code | Valid Period | Uses | Status | Actions |
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Promo Analytics
| Source | Promos | Total Uses | Active |
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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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