Help & Support

You've signed up. Now what? Follow these step-by-step instructions and best practices to set up your facility, map and customers in Unit Trac.

No app needed: add Unit Trac to your iPhone or iPad home screen in a few taps and run your facility from your phone like any other app.

No app needed: add Unit Trac to your Android phone or tablet home screen in a few taps and run your facility from anywhere, just like an app.

Easily make announcements to all of your customers with custom notes on invoices and receipts: late fee policies, holiday hours and more.

Getting paid is important, and so is recording it. Learn how to record a cash, check, card or ACH payment for one customer in a few clicks.

Have you expanded your facility? Learn how to add new buildings, sizes and available units to your Unit Trac site map, step by step.

Return a deposit or any miscellaneous amount to a customer. Learn how to issue a refund from the Invoicing & Payments tab, step by step.

Step-by-step directions for adding your logo to Unit Trac so it shows on every invoice, receipt and your public website automatically.

Rented another unit? Learn how to start a new lease for a new customer, as an eSignature lease or a standard lease, step by step in Unit Trac.

Save the stamp! Email signed leases, pictures and other documents stored on a lease straight to your customer from Unit Trac in three steps.

Let Unit Trac do the math! Turn on automatic proration so a new lease's first payment covers the rest of the month based on its start date.

Step-by-step instructions for turning on overlock notifications, so Unit Trac tells you when a past-due lease should be locked out.

Tweak your facility map in the map editor: rename units, change unit sizes, reshape buildings or add new units whenever your facility changes.

Need a smaller or bigger unit? No problem. Move a customer to a new unit and keep their history, with the rent difference prorated for you.

Keep track of everything related to a customer: add notes to a lease for conversations, payment activity and refunds you'll want to remember.

Yes! Customers can sign your lease agreement electronically at your facility, online or by email, and you can track every lease as it's signed.

Need to correct a payment? Mistakes happen, and Unit Trac makes them easy to fix. Learn the ways to delete, edit or re-record a payment.

Learn how to easily keep track of gate codes, keys and lock numbers right on each lease, with the fields you choose for your facility.

Changing your prices? Follow these step-by-step instructions to raise or lower standard pricing by unit size and update rent on current leases.

End a customer's lease from their page: pick the ending date, decide how the final rent charge and the deposit are handled, settle anything still owed, and send the notifications.

Want to capture more on your lease? Add custom lease and customer fields for alternate contacts, license plates, boat details or anything else.

Find out what is happening at your facility: see your forecast, revenue and occupancy in real time on the Accounting Overview in Unit Trac.

Tired of misplaced sticky notes? Keep every interested renter on one wait list in Unit Trac and start their lease when the right unit opens up.

Let Unit Trac do the emailing for you: automatically send invoices, receipts and past-due reminders to customers by turning on a few settings.

Don't fuss with paper copies: attach signed agreements, ID copies and photos of the unit to a lease from your phone, tablet or computer.

Managing the invoice is simple. Learn the key invoice terms and how payments, rent, late fees and other invoice items work together.

Save time on admin work: record payments for many customers and leases at once with Batch Payment Recording, all from one screen.

Want to invoice customers a few days early? Use the Batch Invoice Manager to add upcoming rent before Unit Trac creates it automatically.

Renting another unit or transferring units? Learn how to move a customer's deposit payment to the new unit and keep a clear record of it.

Easily correct your accounting records when a check bounces or a payment is returned for insufficient funds (NSF), step by step.

Mistakes happen, and Unit Trac can help you fix them. Learn how to spot accounting warnings and correct a customer's balance quickly.

Want to double-check your accounting? Here are a few quick ways to spot check your work in Unit Trac and catch anything that looks off.

Charge for electricity, card fees or anything else besides rent: set up recurring fees that Unit Trac adds every time rent comes due.

Square, rectangle, or any shape you like! Use the Unit Designer to draw custom-shaped units so your site map matches your real facility.

Share promotions, facility updates or anything else with all of your customers, current customers or a selected group, in one email.

Curious if a customer opened an email? Use the Communication Hub to see every email you've sent, its delivery history and a copy of it.

Yes. Unit Trac sends your payments to QuickBooks Online, and exports files for QuickBooks Desktop and other accounting software.

Taking over a facility? Don't forget to introduce yourself and inform current customers of the upcoming changes.

Some jurisdictions have laws pertaining to a consumers 'right to be forgotten' in a data sense online. This article will help direct you on how to deal with those types of requests.

If you're trying to find out what customers payments are included in your payouts from Stripe, the Payouts tab is where you'll want to go.

Never forget to send an invoice again. Turn on automatic invoicing so Unit Trac emails customers their invoice a set number of days early.

Learn how to setup things for your business to automatically send your customers past due reminders if they haven't paid in time.

Bringing over existing customers? Learn how to assign each one to their unit and set up their invoices correctly when you start with Unit Trac.

Better understand accounting in Unit Trac: what the paid through date means, how rent is invoiced and how to fix common mistakes.

Generate your annual revenue report in less than a minute, with tax and card fee totals, plus clean-up tips to check before you file.

Where to find your 1099-K form: for United States clients using Stripe for integrated payment processing, with the IRS criteria explained.

Unit Trac is helpful for more than self storage: RV and boat storage, airplane hangars, marinas, rental properties, campgrounds and more.

No email? No problem. Learn how a customer can sign a printed rental agreement, with Unit Trac filling in the lease details for you.

Customers can view their invoices and receipts or make payments online. Learn how to give a customer access to the customer portal.

How to change a customer's due date, such as moving them to the 1st of the month, with a custom rent item that covers the days between.

Applying a credit to a customer's account? Learn the best ways to record a credit, like adding a discount to a rent invoice item.

How to update your software integration to move from the legacy API to the new Unit Trac V1 REST API before the legacy API is retired.

Create customized reports in Unit Trac to view, print, download, and save the business information that matters most to your facility.

Connect QuickBooks Online, choose whether payments are recorded as bank deposits or sales receipts, and send your Unit Trac payments to your books.

Connect Claude, ChatGPT or another AI assistant to your Unit Trac account, then ask it about balances, units and income, or have it record check and cash payments for you.