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E-sign 'Draw' on Tablets
Hi Guys. I'm relatively new to Sitelink but especially new to the forum. I was hired as the Relief Manager in December 2019 when the facility build was officially completed. My question is about the signature options on E-sign. We use E-sign for documents on a tablet that tenant's then use a stylus to sign. However, when…
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Direct from SiteLink to Storage Treasures
Can anyone advise me if I can list auction units on Storage Treasures straight from SiteLink or do I need to go to their website to do so?
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Intent to Vacate Notice - Print and Email?
Currently when scheduling a move out the only option given is to print the Intent to Vacate Notice. Is there a setting that would give the option to email it also? Thanks.
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Posting a credit to Tenant with no charges showing
I'm new at doing this. I know how to post a credit if there are charges showing. I want to post a credit to a tenant that has no charges showing. I have tried checking the box for future charges entered the amount and clicked on ok. The pop up says I must enter a payment type. should I wait until charges are assessed…
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Rate Increases For Prepaid Tenants
Hi, I wanted to know how you handle a rate increase on a tenant that has prepaid?
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Image Insert Forms
We email birthday greetings. I made a custom form with a Happy Birthday Graphic and also our logo. It isn't working properly and I don't remember details of set up. Both of my images have a gray "watermark" that says something about photobucket. At this point I am considering just changing my greeting to text. Any…
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Lead to Lease-Current Tenant
In Lead to Lease Lookup Existing a current tenant isn't showing up. Spelled correctly. Tried searching by first name also. What would cause that? I emailed support yesterday but haven't heard from them.
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Auction Process in Sitelink - Taking Past Due Schedule to Fruition.
I am having a few issues. Sitelink Support has not been able to answer these questions - mostly because I don't think they understood what I was getting at. * I am trying to figure out the auction process. I watched one training video, since I cant find any others and there is no search function in the Forum for just the…
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Online Auction
Just wondering when doing a online auction how many pictures do you try to show for each unit? I normally like to take detailed pictures trying to show everything that I can see from the door way. I use a zoom camera and try to get pictures of what is in the back of the unit as well. Kinda thinking that if you show too…
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Setting up Point of Sale Package Deals
I offer package deals with my moving/storage supplies. Is there a way I can set up a package deal where the items will automatically come out of my inventory and ad a discount to the package deal. Trying to make my life easier vs having to individually take each it out.
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Accident Report Template
Looking for recommendations for an accident report template to upload into Sitelink forms.
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Forms
Looking for some feedback on where to go for lease agreements in Kentucky that meet the Kentucky storage laws. I'm new to storage, and I'm looking for suggestions on all the necessary storage forms/letters for tenants. Thank you in advance.
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Online Auctions
What paperwork do you have the winning bidder fill out, if any?
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How to add recurring discount on an existing client
Does anyone know how can I add 10% discount on an existing client's a/c automatically every month without me adjusting his rent manually every month? Thank you in advance :smile:
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Rent Increase Projection Report
Does anyone know, or has anyone come across a report in Sitelink that would show projected revenue from scheduled rate increases? For instance, I have a bunch of increases taking place next month; what is the increase in revenue for those? (if everyone pays on time and in full) One of the owners asked what our monthly net…
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Tax on Parking Spaces
In SiteLink, how do you modify a unit so that it will be taxed (outdoor parking space)?
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Changing Move in date
Let's just say, "hypothetically" that I knew a guy who moved in a tenant from the reservation screen but forgot to start the lease on the projected move in date later this month, how could I.. I mean HE change the move in date after the fact with out moving the tenant out and back in again?...with limited access options?
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Commissions
Hello, I'm wondering how your facilities structure the manager's commissions and what it's based off of. TYIA
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Change one tenants billing date
I have one tenant that would like to have their withdrawal date on the 15th of the month. We bill on the first. I do not want to change to anniversary dates under the company settings. Is there a way to satisfy this one tenants request?
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Good Morning!
Hold your Valentine tight today!
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Lien Notice Reversal
Spent two calls and too many minutes with Sitelink Help with no workable answer either time. Problem - recently assumed auction responsibility at our two locations. The other location had a few problems which have been corrected, save one. There are two tenants on the Lien Notice screen that have been sent their notices…
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Batch Email Problems
In trying to send the same letter via email to our tenants (720 of them) we got about 10% sent and 90% failed. Trying a different computer we got about the same percentages. SiteLink's opinion is our email server (GMAIL) is cutting off the transmission after a certain number thinking it is a spam email. Tried smaller…
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promotions
Is there a 'good' video on how to set up promotions in SL. I been playing in the corporate program, added a corporate mechanize but I don't see it when I try to build the promotion. I only see the rent. That's the other thing, for some stupid reason I can't create a promotion with two rent types. I wanted to use the senior…
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esign letters
I am trying it add letters such as lien letters to the esign
format. If I add the signature 1 it asks for tenet signature like you would expect,
if I add just signature 2 for the manager signature like is required for this letters,
esign does not show up when processing. Anyone using esign for this? Am I missing
some…
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Credit Card payments
When taking a cc pmt either over the phone or in person, what information do you collect? How do you know if the payment is over the phone that the credit card isn't stolen or the person using it has permission to use the card? I would like to make the 3 digit code, address and name an area that must be filled in before…
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Waive my late fee because of the Superbowl...
I just had someone call and say I should not charge him a late fee due to him not being able to come out and pay today due to him having a Superbowl party and it being man time lol! I told him he is more than welcome to pay over the phone but if it was not paid today he would have a late fee. What is the best reason you…
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Does Sitelink offer a way to track maintenance?
I'm new to Sitelink and cannot seem to find a way to track maintenance. I did find a rudimentary box that one can check called maintenance. Am I missing something? Thank you in advance.
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Correct Course of Action?
A former employee moved a tenant into a 10x15 unit. Electronic lease was signed with rent and fees collected. Later same day tenant needed a larger unit, a 10x25. Same former employee transferred him to a 10x25 along with remaining rent from the 10x15. Electronic lease for new unit was signed. Later on same day same former…
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ACH -- Uncommitted Batch
What is the difference between submitting and committing ACH transactions? I've got 14 transactions from the previous month sitting in an uncommitted batch. Does that mean they were recorded in Sitelink but we never got money from the financial institution? If so, how could we have gotten a returned/rejected transaction…
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Ask An Expert
Does anyone know if there is an Ask An Expert session today?