After clicking on an unit button, this screen below would be displayed.  The 'Customer Information' tab is always displayed first.   This tab contains the most commonly accessed customer information including address, rental date, phone numbers, notes, etc.  You may change any customer information you want at anytime except for the rental date and their first and last name.

     The toolbar on the bottom of the screen allows you to perform unit maintenance.   You can print customer reports, receive payments, vacate the unit, lock out the customer, flag unit as damaged, and return to previous screen.  The tab "Customer Settings" is below.



    The customer settings are unique for each customer.  You can flag this customer to receive monthly billing notices, tax exempt, late fee exempt, or flag them as a credit card payee.  You can also link other units to this customer's "master" unit allowing you to rent more then one unit to this customer, but have all payments for all the units accepted here.  You can link up to five units together.  This means the customer will only receive one bill for all five units.  



    This is the "Payment History" tab detailing what this unit and this customer has paid for this unit.  This is a lifetime history of this particular unit's income.  All months on the right column colored grey mean these payments are for the current customer.  



    This is the "Unit Settings" tab.  This area allows you to change settings for this unit that are not related to any particular customer.  You can change the rent amount for this unit at anytime, whether the unit is rented or vacant.  You can also change the unit size, however this only changes the text not the actual graphics of the unit.  Why do this if the graphics don't change?  Because several reports depend on the size to calculate rental usage for several reports.  

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Tredd's Self Storage is celebrating our 10th year of producing quality software for the self storage industry with our latest release 6.9.1 on 24 Feb 2008.  Check out the What's New to read about the 50+ new features we added in the past year to our software including Point-Of-Sale interface, partial refund capabilities, fixed the annoying 603 error, as well as added the Euro sign for our European customers.

If you have any questions about our software, please contact us.

 

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