Renting Units

Leads & Reservations *

Renting units

SPAREFOOT

Promotions

OPS.26 New & Online Move In Follow-ups

OPS.32 Customer Identification

OPS.36 Calcumate (DSA)

OPS.39 Future Move In/Check In

SALES

CP Lead Features Training

Unit Types

Unit Sizes & Types (temp control)

Car, RV, Boat, Trailer Storage

Process TeSt

Payments / Fees

OPS.13 & OPS.14 Auto Payment

Fee Schedule First Month *

Add a Fee *

Promise to Pays *

Mailing Address & Payments & Pre-Pays

OPS. 17 Overlock Process Fee

Unit Changes

OPS.2 Empty to Empty Transfer

OPS.7 & OPS.6 Unit Upsize/Downsize , Calculate Credit from Original Unit

OPS.5 Release of Unit to Another Party - Customer Name Change

OPS.34 Customer to Business Name Change

Specialty Account Types

Military Rentals

OPS.10 Death of a Customer FC process & U.S. Supervisor Process

OPS.37 Non-Profit/Donation Units

OPS 8 Guardian or POA Customer Accounts

Problem Solving

OPS.1 Incident Report Process & Form

Unlocked Unit With Contents *

Past Due Account- Vacant Unit *

OPS.19 Notice To Vacate

Facility Tasks & Follow-ups

Daily Tasks- A Monthly Glance

OPS.4 Abandoned Calls In CP

APS Definitions*

OPS.29 Customer Moved Out & Left Items Behind (sq ft fee)

Collections < 35 days

Inspections / Appfolio

OPS.15 Lock Cut Request

OPS.33 Unit Inventory

Locks & Tags

OPS.22 Appfolio Overview- Operations

OPS.9 Collections Scripts & Process

Pay Half & Move Out

Promise to Pay*

OPS.16 Clear the Balance or Send to ART

Call To Action- Collection Calls

Move-Outs

OPS.21 The Move Out Process

Documents

Saving Document in StorEdge

OPS.23 & OPS.25 E-sign: Agreement /COMMS

OPS.44 Agreement Signing Follow Up

Sending Documents

Protection/Insurance

SMS Protection Plan

Call Training/Customer Service

Example Calls

OPS.12 New Ownership Welcome Call

De-Escalation Training

Customer Service Success*

OPS.11 Five Star Review Process

OPS.24 Rate Increase Complaints

Gate Lock Out

OPS.45 Gate Lock Out Process/Override

Communication

SPAM & Phishing E-mails

Texting Shortcuts *

OPS.3 Missed, Unprocessed & Return Calls in CP

OPS.38 Statements- U.S.P.S. e-mail & Text

Video Training- Frequently Used Apps

APS Map & Facility Card

APPFolio- Completed NO Bil Needed