You've signed up. Now what? Step by step instructions and best practices for using Unit Trac.
Create an iPhone or iPad Shortcut
How to add Unit Trac to your iPhone apps.
Create an Android Shortcut
How to add Unit Trac to your Android home screen.
Getting Set up to Process Credit Cards
Take the first steps to automatically charging cards monthly.
Add Credit Card Information to an Existing Lease
Set up automatic charging or a one-time charge for current customers.
Create Custom Notes on Invoices and Receipts
Easily make announcements to all of your customers.
Record a Payment - Individual Payments Per Customer
Getting paid is important. Recording the payments is equally as important.
Have you expanded your facility? Learn how to add new available units to Unit Trac.
Issue a Refund
Return a deposit or any miscellaneous amount.
Can I add a logo to my receipts and invoices?
Step-by-step directions for adding your logo to different documents.
Start a Lease - New Customers
Learn how to start a new lease
Email a Document to a Customer
Save the stamp!
Invite or Reset Customer's Account/Password to the Customer Portal
Send your customers an invitation to manage their account online.
Can my customers make online payments?
Unit Trac offers the customer portal to make it easy for your customers to do business with you.
Prorate first month's rent
Let Unit Trac do the math for you!
Can I be notified when a customer should be overlocked?
Step-by-step instructions for enabling the overlock notification feature.
Edit My Map
Tweak your facility map or add new units.
Transfer a Customer to a New Unit
Need a smaller or bigger unit? No problem.
Can I add notes to a lease?
Keep track of information that is related to a lease.
Can my customers electronically sign a lease?
Unit Trac offers the ability for customers to electronically sign your lease agreement.
Correct a Payment
Need to correct a payment?
Can I track gate codes, keys or locks?
Learn how to easily keep track of gate codes, keys and lock numbers.
Rent Increase - Adjust Standard Pricing
Adjusting your prices? Follow these instructions to update.
End a Lease
Your customer moved out. Now what?
Can I cancel or resend a lease for eSignature?
Change of plans? Customer lost the original email? No problem.
Add custom lease fields
Want to capture additional information on your lease?
Reports, Reports, Reports
Find out what is happening at your facility.
Manage a Wait List
Tired of misplaced post-it notes and random sheets of paper?
Automatically Send Invoices, Receipts and Past Due Reminders to Customers
Let Unit Trac do the emailing for you.
Attaching Documents and Pictures to a Lease
Don't Fuss with Keeping Copies of Supporting Documentation
How do I delete a credit card on file?
Deleting cards on file is simple.
Understanding Invoice Item Terms & Functionality
Managing the invoice is simple.
Record a Payment - For Multiple Customers at Once
Recording multiple payments through the Batch Payment Recording can help speed up your administrative work.
Creating invoices for upcoming rent
Want to invoice customers a few days early? Read on.
How do I deal with a Stripe Dispute
If you've had a customer dispute a charge, this will help you through the process
Start a Lease - eSignature
How to send a customer a new lease electronically
Transfer a Deposit to a Different Unit
Renting Another Unit or Transferring Units.
Handle a Returned Check or Insufficient Funds
Easily Correct Your Accounting Records
How To Fix Accounting Mistakes
Mistakes Happen - Unit Trac Can Help You Fix It
Selling Your Facility? Transfer the Unit Trac Account to New Owners.
It's Simple to Make the Change.
Can I check my work?
Some ways to spot check your work.
Can I add fees besides rent?
Electricity, Credit Card Fees or Anything That You Need to Charge a Customer Besides Rent.
Can I create custom shapes for my units?
Square, rectangle, or any shape you like!
Add, Remove or Update a Password for a User
Give Access to Those Who Help You.
Business Announcement Emails - Mass Emails to Customers
Share promotions, facility info or anything will all of your customers.
Curious if a customer opened an email?
Find the info that you need to know.
Does Unit Trac integrate with QuickBooks?
Accounting made easy.
New Owner Introduction Letter
Taking over a facility? Don't forget to introduce yourself and inform current customers of the upcoming changes.
Can I delete my customers information?
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.
Credit Card Processing Payouts
If you're trying to find out what customers payments are included in your payments from Stripe, the Payouts tab is where you'll want to go.
Automatically Send Invoices to Customers
Never forget to send an invoice again.
How can I automatically send past due reminders?
Learn how to setup things for your business to automatically send your customers past due reminders if they haven't paid in time.
Start a Lease - Assigning Existing Customers to their Units
Set-up Invoices for Existing Customers
Accounting Terms & How to Fix Mistakes
Better Understand Accounting
All about Auto-charge
Learn how auto-charge can make managing your facility easier.
Can't find your answer?
We're here to help. Get in touch with us and we'll get back to you as soon as we can.Contact us