How To - Unit Trac

Getting Started

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.

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.

Add Units

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!

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 customer.

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 (or Rent Decrease) - Adjust Standard Pricing

Changing your prices? Follow these instructions to update.

End a Lease

Your customer moved out. Now what?

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

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.

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

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!

Business Announcement Emails - Mass Emails to Customers

Share promotions, facility info or anything with all of your customers.

Email History

Curious if a customer opened an email?

Custom Reports

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

Change Icon

Select the Icon to Represent the Size

How to Get the Annual Revenue Report

You can generate your annual revenue report in less than 1 minute.

Where do I find the 1099-K Form?

For United States Clients Using Stripe for Integrated Payment Processing

Can Unit Trac be used for other purposes beside self storage?

Helpful for more than self storage.

How does a customer sign the rental agreement without an email address?

No email? No problem.

How does a customer get online access to the customer portal?

Customers can view their invoices/receipts or make payments online.

Changing a Customer's Due Date

How to change a customer's due date

How to record a credit

Applying a credit to a customer's account

Migrating from legacy API to the new Unit Trac V1 REST API

How to update your software integration to migrate away from the legacy API.