Unit Settings

Units Settings provide four main ways to work with your facility’s units:

  1. Creating new units and unit groups
  2. Editing existing units and unit groups
  3. Defining and adjusting your walk thru order
  4. Building and maintaining your facility map

To access unit settings:

  • Click the settings tab in the lower left of your screen.
  • Under the unit section, select units. Your unit settings will load.

 

To navigate within unit settings:

Use the tabs in the top right to switch between views of your units. Your units do not change across tabs. They're simply displayed in different formats to make completing unit tasks easier.

    • The facility map tab allows you to choose the visual location of a unit in relation to your property using the map builder.
    • The groups tab lists all units in groups with identical size, price and amenities.
    • The individual tab lists all units individually by unit number.
    • The walk thru tab lists all units in a custom order that you define.

 

 

1) Creating New Units and Unit Groups

  • Select the groups or individual tab in the top right.
  • Click the add new units link from the top or bottom of the units table denoted by a green +.
  • Complete the add unit(s) form. For details regarding sections and fields, see below.
  • When you are finished making changes, click save at the bottom of the page.

 

 



Add or Edit Unit: Unit Type

  • Unit Number(s): Use this field to assign unit numbers to the unit(s) you plan to create.
    • To create an individual unit, enter one number.

To create a group units, enter multiple numbers separated by commas or dashes. For example, you may enter 1-5 to create a five units numbered 1, 2, 3, 4, and 5. Or you may enter 1,5 to create two units numbered 1 and 5.

Note: All units within a group must share the same size, price and amenities.

  • Unit type: Click the dropdown to select the type of unit(s) you wish to create from the list. (Unit types are created in a separate settings section and must be setup prior to creating units. For more details, visit the Unit Types article.)
  • Rentable: Check this box to ensure unit(s) are available for rent to your tenants. (When editing units, this check box is only visible when editing from the Individual tab.) When this checkbox is de-selected, the unit will be color coded gray throughout the system and may not be chosen for reservation, move-in or transfer. This status of the unit will be Unrentable.
  • Excluded from API: Check this box to exclude unit(s) from the API. When checked, the units defined above are viewable only within your management software.

 

Rentable Exclude from API Visible on Marketing Website Status in Software
Box Checked Box Checked No Vacant
Box Checked Box Unchecked Yes Vacant
Box Unchecked Box Checked No Unrentable
Box Unchecked Box Unchecked Yes - but listed as "Call" instead of "Reserve" or "Move In" Unrentable

 

  • Standard Rate: Use this field to define the monthly cost of the unit(s).
  • Width: Use this field to specify the unit(s) width.
  • Length: Use this field to specify the unit(s) length.
  • Height: Use this field to specify the unit(s) height.


Add or Edit Unit: Door Type

  • Door Width: Use this field to specify the door width.
  • Door Height: Use this field to specify the door height.
  • Door Type: Use the radio buttons to select one door type: Roll Up Door, Swing Door, or None.




Add or Edit Unit: Location

  • Floor: Use this field to enter a floor designation (i.e. 1st, 2nd, etc.).
  • Walk Thru Order: Use this field to define the order you pass unit(s) as you walk through your facility. For example, to define the 5th unit you pass as you walk through your facility, enter 5. Each number may only be used once. This order is what you see in the units Walk Thru tab and Unit Walk Thru report. It is helpful for building your map or walking your premise.



Add or Edit Unit: Unit Details

  • Use the checkboxes to select all applicable amenities.

Note: Unit amenities are created in a separate settings section and must be setup prior to creating units. For more details, visit the Unit Amenities article.


Add or Edit Unit: Access Details

  • Use the radio buttons to select indoor or outdoor access. The unit(s) icon will reflect your selection. Note that this is a required field.


Add or Edit Unit: Tax Rates

  • Use the checkboxes to select the tax rate to be applied to your unit(s). 

Note: Tax rates are created in a separate settings section and must be setup prior to creating units. For more details, visit the Tax Rates article.



 

2) Editing Existing Units and Unit Groups

  • Select the groups or individual tab in the top right.
  • Click the edit button along the right for the unit(s) you wish to edit.
  • The edit units page will appear. All options are the same here as described above.

Note: When editing a group of units, you will not be able to change the unit numbers.

  • When you are finished making changes, click save at the bottom of the page.

Note: To break a unit out of a unit group:

    • Select the Individual tab in the top right.
    • Click the edit button along the right for the unit you wish to edit. 

 

  • When you are finished making changes, click save at the bottom of the page.

Note: All units with identical size, price and amenities are automatically grouped. For the selected unit to be broken out, you must make one of these different from the group.

Deleting Units

Vacant units may be deleted from the system by clicking the Delete this unit button on the unit editing page.

  • Once you've deleted a unit, you will have a new tab at the top of your screen labeled Deleted. Click on this tab to see a list of all deleted unit. Click the Undo Delete button to restore the unit to your inventory.

 

 

3) Defining and adjusting your walk through order

Your walk thru order defines the order you pass unit(s) as you walk through your facility. For example, the 5th unit you pass as you walk through your facility may be defined as 5.

Note: This order is what you see in the units walk thru tab and Unit Walk Thru report. It is helpful for building your map or walking your premise.

  • Select the walk thru tab in the top right.
  • Click edit along the right for the individual unit whose walk thru order you wish to edit.
  • In the location section, enter the new number in the walk thru order field. Each number may only be used once.

Note: You may edit the rest of the unit information just as you were able to do above.

  • When you are finished making your changes, click save at the bottom of the page.

Note: The walk thru tab will be re-ordered to reflect changes.

 

4) Building and maintaining your facility map

The facility map builder allows you to build an interactive map of your property. Once you build your map, you can access it in the facility map manager and use it to view unit status, track leads, and complete move-ins, move-outs, and transfers.

  • Select the facility map tab in the top right.
  • Follow the steps outlined in the facility map builder article.

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