After clicking on an unit button, this screen
below would be
displayed. The 'Customer' 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 after you take the first payment.
NOTE: The only required information to rent a unit is their last
name. All other information is optional, so while this screen
may seem daunting with all the possible information you can enter,
remember that you only have to enter their last name and click
[Rent] at the bottom of the screen. Note: Please view
additional screen captures at the bottom of this page.
The toolbar on the bottom of the screen allows you to perform unit maintenance.
You can print customer reports, receive payments, update customer
information, move the customer to another unit, vacate the unit, lock out the
customer, flag unit as damaged, and return to previous screen. The
is the "Settings" which is displayed below. This tab
is the detailed information and settings for this customer.
Once again this screen may seem daunting, but for the average
customer, you don't have to change any settings on this tab.
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 sixteen units together. This means the customer will
only receive one bill for all sixteen units. Now the next tab is the
"Payment Info" tab showing you payment history for both the unit and
current customer, including a complete history of all letters that were
sent to the customer. In the Current Customer Frame you can see
that December is Red, that means the customer owes you rent for that
month and how much they owe you.
The next tab is the "Payments" tab which shows you a detailed
listing of all payments for the current customer renting this unit.
In our demo, we accepted all these payments on the 22-Dec-2009, so all
the dates are the same on the first column. Each column shows you
everything you need to know about each payment this customer has given
you including taxes and check number. If you use the PayPal Credit
Card plug-in, the credit card transaction ID will also be displayed for
each payment. You also have the ability to sort this screen in
The next screen is rather unique to
our software. We track every letter and every receipt that is
printed by our software, which other software companies do too, but
our uniqueness is we store an image of each one. What does
that mean? That means at any time after you print the letter
or receipt, no matter days or weeks or years, you can view and
reprint that letter. For instance in this example we sent this
customer a PreLien letter on 22-Dec-2009, with our software you have
the ability to reprint that PreLien letter months or even years from
now, and the same thing for receipts, if a customer comes to you at
the end of the year and needs a copy of a receipt you gave them back
in June, our software can quickly print out that exact receipt in
December as easily as in June.
The "Notes" tab allows you to enter an unlimited
number of one-line notes for the current customer for any reason you
wish. In our example we documented calling the customer and
also his return call informing us when he was going to pay the bill.
You can use this section for any reason you wish where you want to
keep notes on this particular customer. You also have the
ability to delete any of the notes if you wish, but don't worry
about our database, it can store millions of transactions and notes
so you never have to worry about running out of room.
The next tab is used for interfacing
with gates. Currently we only interface with the DoorKing gate
system but are actively creating an interface for DigiGate as well.
Our DoorKing interface allows you to use the common settings you
setup in Database-Options or you can have each customer operate
under unique gate settings. That's one of the major
differences with our software, we allow you to decide how each
customer is treated and not have to lump general settings on every
one of your customers.
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. This tab also
allows you to set a future rent increase as well as document any
comments that are unique to this unit. A new feature we just
implemented allows you to reload a prior vacated customer into this
unit using the "Prior Customers" list. You simply double click
on the prior customer information and the customer will be reloaded
into this unit. This is particularly useful if you mistakenly
vacate a customer.
NOTE: If you have any questions about
anything on this page, then please contact us at
firstname.lastname@example.org or our
toll-free number so we can fully explain all the benefits of our