Notices Automatic / Manual

Manual Tasks

Account Information
Failed Recurring Payment
Invoice Reminder (This one only will send to Print Batch if no Email/Text)
Move Out Receipt
Manually Sent Payment Receipt

BUTTON Here   Lou's Button

Automatic Payment Receipt
Auto to tenant no matter who enters the payment
Will add to print batch if no email address is possible??
Notice of Rate Change
**Not working yet per ESS**
Use Custom Templates (manually need to send)
Rental Instructions
Reservation Receipt
Scheduled Move Out
Storage Agreement
Auto to tenant when they sign up
Manually sent if we sign them up

Automatic Templates

Sends to Email/Text & is added to Tenants Notifications List Automatically
Account Information
Failed Recurring Payment
Invoice Reminder (This one only will send to Print Batch if no Email/Text)
Move Out Receipt
Manually Sent Payment Receipt
Automatic Payment Receipt
Auto to tenant no matter who enters the payment
Will add to print batch if no email address is possible??
Notice of Rate Change
**Not working yet per ESS**
Use Custom Templates (manually need to send)
Rental Instructions
Reservation Receipt
Scheduled Move Out
Storage Agreement
Auto to tenant when they sign up
Manually sent if we sign them up

Custom Templates

Gail XX Days Late (10, 30, 45, 60 & 90 days)
-Account Information-
-Failed Recurring Billing-
-Move Out Receipt-
-Notice of Rate Change-
-Rental Instructions-
-Reservation Receipt-
Past Due Notice

Adding a New Tenant

How to add a new tenant

Auction Notices

Create a New Notice:
Open the Excel sheet from either Gail's desk top
or download it from H003 NOTES section "Auction Notices Excel FOrmatting Tool"
From EMAIL, TXT & PRINT // TEMPLATES // CUSTOM TEMPLATES
Create a new template by clicking the "New Custom Template" button
OR by editing the existing "Auction Notice" template
**You may create several new templates, one for each tenant**
**Use their name in the "Title" box precede each name with ".." as an example**
Creating the new template(s):
Beginning in cell B2 of the Excel sheet enter Unit #, Name, Min Due, By Date, Balance
If creating new enter "Title" use something like "..John Smith"
Copy from Excel cell D8 and paste into the "Email Subject" box
Copy from Excel cell D9 and paste into the "Email/Letter Content" box
Click "Create Template" button towards bottom of page
Repeat this step as necessary
Sending the Notice:
From the HOME // CUSTOMERS // **name** // "Letters" tab
Select the template created in the above steps
Click the Email option
Click "Send Email"
Repeat this step as necessary
Delete all newly created templates except for "Auction Notice"
Return to EMAIL, TXT & PRINT // TEMPLATES // CUSTOM TEMPLATES
Notifications:
A 30 day late notice is auto generated from the "Late/Lien" rules via "Batch Print"
After notice has been emailed the tenant file "Notifications" retains a copy of the emailed
If the notice is Printed Gail will need to scan a copy and insert it into a new tenant note
Tracking:
The unit is updated to "Pre-Lien" status
Gail to create a task to track through the auction process

Reservations

Waiting List

Create a New Record:
Paddy Locks Side:
From the HOME // CUSTOMERS // **name** // EDIT PROFILE // ADD TO WAITING LIST button
From the REPORTS // CUSTOMERS // WAITING LIST // ADD TENANT TO WAITING LIST button
Customer Side:
From the BOOK ONLINE NOW tab at the top
From the red "Book Online" button at the bottom of every screen
From any blue colored link on any screen titled "Book Online"
-Select the desired unit size "Waiting List" button
-Inputs Name, Email, Phone, Unit Type (size), Desired Move In Date, Notes, Robot, Submit
Notifications:
An Email is auto sent to EdmoreStorage@LAGMail.com when ever a new record is created
Tracking:
From the REPORTS // CUSTOMERS // WAITING LIST tab
Optionally Gail creates a new task