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Customer Portal & Site Manager Rental overview
Navigation - Facilities, Messages, Pricing, Global Search, Settings
Transfer a Unit
Customer Identification OPS.32
SCRIBE
Renting units
Promotions
SMS Protection Plan
Military Rentals
Unit Sizes & Types (temp control)
Car, RV, Boat, Trailer Storage
OPS.11 Five Star Review Process
SPAREFOOT
OPS.13 & OPS.14 Auto Payment
OPS.44 Agreement Signing Follow Up
OPS.37 Non-Profit/Donation Units
OPS.26 New & Online Move In Follow-ups
Locks & Tags
**OPS.39 Future Move In/Check In
Mailing Address & Payments & Pre-Pays
**OPS.36 Calcumate (DSA)
OPS.2 Empty to Empty Transfer
OPS.23 & OPS.25 E-sign: Agreement /COMMS
Account Handling
Moving Out a Customer
Refund Card & Other Payment Options
Managing Auto pay
Un-Do Move Outs
OPS.21 The Move Out Process
OPS.1 Incident Report Process & Form
Potential Vacate/Abandonment OPS.19
Unlocked Unit With Contents *
OPS.24 Rate Increase Complaints
Potential Vacate-Abandon Unit OPS19 Rev 6
OPS.10 Death of a Customer FC process & U.S. Supervisor Process
OPS 8 Guardian or POA Customer Accounts
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
Collections
OPS.9Collection Call Guidance
Loom Video
OPS. 17 Overlock Process Fee
OPS.16 Clear the Balance or Send to ART
Past Due Account- Vacant Unit *
OPS.38 Statements- U.S.P.S. e-mail & Text
OPS.29 Customer Moved Out & Left Items Behind (sq ft fee)
Unit Inventory / Appfolio / Tasks
OPS.12 New Ownership Welcome Call
OPS.45 Gate Lock Out Process/Override
OPS.15 Lock Cut Request
Daily Tasks- A Monthly Glance
OPS.33 Unit Inventory
**OPS.4 Abandoned Calls In CP
OPS.22 Appfolio Overview- Operations
OPS.3 Missed, Unprocessed & Return Calls in CP
APPFolio- Completed NO Bil Needed
Gates / Cameras / Apps
CUBBY
SPOKE
APPFOLIO
MONDAY'
s
SPIDER
DOOR
Admin
OPS.49 Info E-mail Handling
OPS.46 Rate Increases-mailing
OPS.35 SE Template Deletion
OPS.49 Info E-mail Process
New Employee Onboarding
New Employee Onboarding Training
SALES- The five Call Concepts Training
De-Escalation Training
APS Definitions*
Example Calls
SPAM & Phishing E-mails
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