Can I add notes to a lease?
Better information allows you to give better customer service and also run your business more efficiently.
Unit Trac offers the Notes field within a lease to help you keep track of any information you want to remember about a lease or customer: payment activity, conversations with customers, or refunds for future reference.
To add a note:
Step 1 - Find and click on the customer name in the My Customers list
Step 2 - On the right side of the screen, under Customer Leases, click the unit number requiring a note. This will bring up that specific lease.
Step 3 - Find the Notes section at the bottom of the lease and click the blue 'Edit' button.
Step 4 - Enter any pertinent information you want to reference in the future, and click Save. Don't worry...the customer will not see your notes; these are for your reference only.
Note: To upload pictures or documents to a lease Click here for more info.