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Going paperless
In today's age of going paperless I was wondering if any facilities have done any in Sitelink or outside Sitelink To have customers sign their leases electronically and store the records digitally.
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EXIT SURVEY
I have used the Exit Survey in CRM before years ago but found it cumbersome to find the actual completed surveys, so I stopped using it. I'd like to start again but have a few questions. I see it in my Form Setup and in the CRM; however, where is the actual survey? Can I edit the survey? Is there an easy way to find the…
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Speaking of Paperless...
There is another discussion about going paperless that I didn't want to hijack, so here is another question: We still keep leases and some (signed) credit card receipts in hard copy, but the facility owner is trying to be more paperless. Does anyone know of a way to use a signature pad with Sitelink for something like…
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hello
Sometimes when I move in a new tenant it doesn't prorate them for the month. It wants to charge full price . Any body else have this problem, or could tell me where the proration settings are.
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Auction
After auction may I take tenant to small claims court for outstanding rent due on unit
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Disabling Marketing on Lead to Lease.
Hello, Does anyone know how to disable the required marketing when making a reservation? We have it implemented for move-ins but don't really want it to be required when making a reservation. Thanks,
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Merging Units in Sitelink Help
So at my property we have several units that are 10x20s that have dual entry. So the front is one # and the back is another. For example the front might be 24 but the back door is 65. In our system we have a name for unit #25 but it shows 65 as empty. Is there anyway to merge those units in sitelink so that "65" isn't…
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Automatic Online AVS?? Anyone else running into this problem?
Our storage facility brand new and completely virtual. Tenants sign up
and pay using our website. The website then sends the information over to site link which automatically
assigns them gate access and processes the first payment. The issue we have
found is that the first transition is not AVS verified and therefor is…
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Online payments/accounts & password restrictions
I just had a new customer come by with issues creating the online SMD account for payments etc. He kept getting a failure to register message and didn't know why. He wants to use a randomly generated 30 character password, and it seems that is the problem. I used a simpler password and created his account. He's a software…
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Abandonment
OK so I have a lady who has moved out and has let me know that she cant get the rest of her things and that we can do what we want with them. I do have this in writing with the date. (abandoning her things). So my question is what is my process? Can I auction? If so what are the steps in this predicament? If it is an…
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Reminders Section on Home Screen
Under the Reminders section on the home screen I have a subtopic "Service Required" listed with a 1. I assume one item requires some type of service. Clicking on Service Required takes me to the Modify Units page. Can't find anything on this screen that needs service. What am I missing?
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**Insurance**
Im not sure if everywhere is different, but for here it asks about insurance and there is an insurance sign up form paper. I see on the payment page there is a place for an insurance charge, but I Have no idea on how to add it or if I even can.
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SiteLink Facility Map
Is there a way to print out the facility map, without having the color coded unit status on it?
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Scheduled move out & someone wants to move in
I have a scheduled move out for Monday & I have a lady ready to pay & move in, how do I go about putting her into the computer to be ready to move her in when he's out? Is that something that I can do? have her in the computer ready to go and just move her in as soon as he's out? I saw a lead to lease? is that what I would…
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Tenant Anniversary - CRM Campaign Schedule
Is it just me, or does anyone else see a drawback in sending out a reminder to a tenant thanking them for storing their stuff for another year? Seems like a lot of my tenants are on auto-pilot with their credit card, and if I actually remind them they have stored their high school yearbooks for yet another year, they may…
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Clients unable to pay online day before due date
Greetings: Just had a customer call who is due on the 24th. They logged into the web side of Sitelink to pay but the client says it's showing a zero balance and no unpaid invoices. We see an unpaid balance and a pending invoice when we pull up the client on our side when we pull up her account. Have to admit that I would…
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Failed Web Payment not notifying tenant
I received my second call today that the tenant argued with me that they paid their bill online. When I pull up the notes for the account it shows the tenant logging in, and making a payment. The payment was declined. The tenants claim on the website it showed the payment went through. They were not given an error message.…
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Rate Adjustment Training Video
:Looking for a training video for rate adjustments while waiting on SiteLink to answer my email. Any suggestions? Thanks!
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Holiday Marketing Ideas
Looking for Holiday Marketing Ideas to attract new customers and community involvement. Anyone have any ideas that they would like to share?
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reservation comments
Does anyone know if there is somewhere in SiteLink that shows the full 'comments' from the lead to lease screen? I had a customer make a reservation and type a lengthy comment. The leads to lease screen only show some of it even if I re-position the column. I thought maybe the notes on the reservation page but nope!!
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Stage Auction Unit
When staging auctions units with things tenants have left behind, can be a pretty fun task for this team. What do you do with the money you make from a staged auction unit? This month we are using the money to buy Halloween decorations instead of office supplies :)
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Keyword Question for Autopay Forms
I've searched through all keywords and can't seem to find what I am looking for, but I wanted to ask on here before reaching out to Sitelink. Is there a keyword for "All Unit Charges." I know there's a keyword for "All Units." I just can't find anything that will give me the total monthly charge that also includes tax.…
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Hearing strange noise
So I was making my normal morning rounds today and heard a noise that sounded like maybe someone was hurt. NOPE!! Found unit without a lock and loud noises of people having sex. I whipped open the unit door and low and behold there in the unit was a bed and 2 people. SMH! Happy Tuesday morning!
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E-Mail Receipt After Transaction
Can Sitelink add an option to e-mail a receipt immediately after a transaction? At this time, when I complete a transaction, it asks if I want to print a receipt. If I say no, it then closes out of the payment screen after it asks if I wish to take another transaction. Then I have to go back into the tenant's file, select…
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Web Edition data usage
Now that I've upgraded to Web Edition, my internet provider keeps notifying me of high usage on my plan. It looks like I'm suddenly using 15GB up in the first week/week and a half of the month! Is this normal for this software?? Is there a way to shut it down, even with being logged off and no current activity, there are…
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Pre-Payment Discounts visible online?
We offer a pre-payment discount at our facilities. If you pay 11 months in advance, you get the 12th month for free. Many of my customers pay online. Is there a way the customer can select this discount when paying online?
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Credit's "grayed" Out?
Why is the credit's part under the Edit Charges & Payment grayed out? I seem to only be allowed to add the credit under the discount section.
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Multiple units payment only posted to one unit?
Multiple unit tenant paid, but payment only posted onto one unit and I'm not sure how to go back and fix this? Each unit should have had a payment posted instead it's showing one unit is now paid up for the next few months. I appreciate any feedback!! Thanks
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Live Update
Just happened to notice a Live Update pop up on my screen. It didn't say Sitelink but it installed a Live Update. Isn't it supposed to be tonight? Not in the middle of our Monday?
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"Retired"
It's been nice "conversing' with everyone, but as us 9/13/19 I will be retiring my discussions. Everyone stay safe and have a productive year.