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CRM Training
Are there any tutorials on CRM? I think this is something we don't use enough at our facility. TIA
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SECURITY DEPOSIT REFUND TO EXISTING TENANT
Hello and thank you for helping us. We would like to return to our current tenants the amount of their security deposit made when moving in.What is the exact path to get this done? Appreciated. Thanks a lot.
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Change prices for new customers only
I am hoping someone here can help me. The owners here have raised the invoice. late, pre lien and lien fees for new tenants. Is there a way to just put it in the system for new tenants to not charge old tenants the new rate because we have to give a 30 day notice with any changes before those prices can take effect for the…
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Is there no Contents Report/Tax Reports????
Sitelink tech support has been absolutely no help since their big merge with Sparefoot so I'm reaching out here. One of our properties in Texas is primarily boat/rv storage. In Texas we are required to charge a sales tax on vehicles. As I'm doing an audit, to be sure we are charging tenants tax that need tax I am wanting…
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What is the best method?
How do you go about getting reviews from customers? What are some ways that you persuade your customers to leave reviews? We have been told many things by different people and from my understanding we are not supposed to ask and we are not supposed to offer anything for leaving a review. I would send the link in our…
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white
Tenant received 3 month free rent. How do I change it so he will start getting charged
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Gate Controller
Anyone using the INSOMNIAC CIA gate controller? How do you like it Pro's/Con's? Or what cloud base controller are you using? Thanks
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**Incentives**
What type of bonus or incentive program does your company offer to their employees/managers?
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Lead to Lease-Look up Existing Customer
When adding a lead and using the search feature in Lookup Existing have you had trouble with existing tenants showing as green as a lead instead of black as current tenant. I have been playing around with some other current tenants and have one that doesn't pull up at all.
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Report with Days Occupied?
So, I am gathering the data to calculate my customer average lifetime value, and I can't find a report that shows the number of days units have been occupied. I KNOW it exists, I think I am just experiencing Monday morning brain issues. LOL. If someone could *please* point me in the right direction, I would really…
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Insurance
Do any of you require a proof of insurance? Shed Stuff offers insurance but you don't have to purchase it but you will initial that you will take all responsibility.
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Cut Locks
What is your record for most cut locks in one day?? We currently have two downtown locations with 19 total!!
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Termination of rental agreement in California
We recently ended a rental agreement with a man who has been breaking the rules, been warned and continues to break them anyway. We gave him ten days and only during office hours, for ten days he showed up at 4:30 and gave us grief about needing more time in his day to organize it for vacating. On the tenth day he showed…
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Auto Pay Card expiration date notices
We run on anniversary date here, but my sister properties run on the 1st of the month, I want my expiration date letters to auto populate 30 days before the anniversary date, not 30 days before the 1st. Is this possible? I was told by my admin that he couldn't change it for my location. I think he can, but didn't want to…
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Reservation timeframes via website
This may of been discussed before but I didn't see it with a quick look over the forums. With our website we want to allow customers to reserve units online for up to 7 days away form the current date. We thought we had this setting done as our reservation window is 7 days but we soon realized people can still reserve ANY…
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Multiple Units Online Payments
When a tenant pays online with multiple units do they have to process each payment separately? I have several tenants with multiple units and there have been issues not paying all of them or commenting it is a pain to have to go through the payment process multiple times. This seems to be with ACH payments?
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Climate Control
Hi Guys - Seriously considering putting up a climate control building. I'm wondering what the pros/cons are. Things to avoid? Things that work best? Thanks.
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Issue with deposits not matching reciepts
So my management summary is not showing my Deposits matching my Payment receipts, How can I determine where this issue is coming from. is there a report I can run to find out if something was missed?
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2FA integration?
Owner of the company... would benefit from a PCI compliant 2 Factor authentication system, considering he has 3 base passwords he can remember. His current password for SL is... not secure. Does anyone know of a PCI compliant solution to this situation? I am aware of password managers(I use Lastpass), but I'm wondering…
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Web Payments Not Processing
Anyone else having problems this morning? I have had two customers contact me. My processing is Paya (Sage). Thanks
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Reversing an NSF reversal?
Hello. So I was under the impression that the only way to reverse a payment was via NSF reversal (without all the NSF stuff checked). I reversed a credit card transaction today, but it is still showing up on my ledger as a processed payment, and it is still showing up on the website. I attempted to void the receipt and now…
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Online rentals and esigning tips
The company I work for will be going paperless in the next week or so, as well as doing online rentals, i have been watching the training videos from sitelink to get an idea of it all, but i wanted to ask you guys if you have tips or certain things to look out for, as well as maybe telling me what was the hardest things to…
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eSign issues with Smartphones
When a new customert is sent the eSign Lease, the "Click Here" that allows the tenant to move through the document more efficiently loses functionality on a smartphone (this example is from a Samsung Note 9). This creates frustration for the customer and really hinders the eSign process. Has anyone found a work around to…
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PTI vs OpenTech Alliance
I am a new company and am wondering what other SiteLink customers use for gate access. Any reviews would be great. It's so hard to make a decision and it seems that these two and couple other are the only ones that communicate with the SiteLink software. Sort of limits things. I am a Canadian company from out west so I am…
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waiting list
Is there a waiting list in SiteLink? If so, can you please point me in the right direction. We are just starting to use SiteLink so I am still getting used to it!!
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Esign Documents list
Can you PLEASE add at date column to the Esign Documents List? If customer has several leases you have to look at each Esign documents to find the unit you are looking for. If there was a date column, you could look at lease date and find a lot easier.
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Update Information
Does anyone have an update information letter they use? We have a few tenants who's phone numbers have been disconnected for a while and I was wondering if anyone had any kind of form for this? Thank you =)
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stand alone not compressing back up
using the stand alone version and have for many years. computer has windows 10 and when we do back up it will not compress the file or save it to usb drive. Any info would help a lot!!!!
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Credit Card Auto Pay
Can someone remind me where I can change the day I would like to process my credit cards. I need to change for all tenants. Thanks.