Exploring the Nav Bar
The Navigation Bar, or Nav Bar, is the black bar at the top of your screen. It is always visible and gives you one-click access to your most important daily actions.
Wondersearch: Located in the top-left corner of your screen, it's one of the quickest ways to find information. Type what you’re looking for (a tenant name, lead, phone number, address, unit number, invoice number, receipt number, etc.) in the field by the magnifying glass icon. The Wondersearch will direct you to your query.
Tenant: The Tenant button is in the upper left of your screen to the right of the Wondersearch. This button allows you to add leads, make reservations, and complete move-ins.
Payment: The Payment button is located to the right of the Tenant button. This button lets you quickly accept multiple payment methods from any tenant.
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Ellipses/Three Dots: The … button is located to the right of the Payment button. This button provides a drop-down list containing four functions that open on smaller pop-up screens:
Retail: The Retail button allows you to quickly process the sale or return of a retail item to tenants or non-tenants.
Move-Out: The Move-Out button allows you to move a tenant out by either searching for a current tenant or completing a scheduled move-out.
Transfer: The Transfer button lets you search for current tenants and either schedule a transfer from one unit to another or begin a transfer immediately.
Close Day: The Close Day button reconciles your drawer and generates a deposit report.
Corporate: The Corporate button is located to the far right of the Nav Bar. This button will take you to the Corporate Level, where you can edit Corporate Settings. This button is only available if you have the proper permissions to access the Corporate Level.
Switch Facility: The Switch Facility button is located to the right of the Corporate button. This button allows you to access other facilities within the company. It is only available to users who have been given permission in their account settings to access multiple facilities. It is denoted by a double arrow icon.
Account Settings: The Account Settings button, located to the right of the Switch Facility button, displays your initials. This button lets you change your password or log out of Storable Edge so another user can log in.
Using tabs
Tabs on the left side of the screen give you quick access to detailed information about your facility, tenants, and financials.
Dash: The Dash Tab, short for Dashboard, displays month-to-date graphs and charts related to facility management. This tab also shows any recent lead or unit activity as well as recent phone calls to your tracked phone line.
Leads: The Leads Tab displays all leads, whether they were manually entered by a user, came in from your website, or were added from a 3rd party source.
Tenants: The Tenants Tab displays lists of both current and past tenants. The tab lets you quickly access your individual tenant profiles for complete tenant details.
Units: The Unit Tab displays color-coded lists of all your units or your facility map.
Billing: The Billing Tab lets you view all invoices and payments, and manage failed autopayments.
Past Due: The Past Due Tab shows a list of all of your past due or delinquent tenants and allows you to complete delinquency actions.
Reports: The Reports Tab contains all facility-level reports available in the system.
Yield Mgmt: The Yield Management Tab allows you to set up rate management plans for occupied or unoccupied units.
Communications: The Communications Tab is where you’ll find lists of all your communications (phone calls, emails, text messages, etc.) with your customers.
Settings: The Settings Tab contains the various settings that affect your facility and tenants, i.e. delinquency stages, retail items, etc.
Getting things done with the Task List
The Task List keeps your daily work visible and organized, no matter where you are in the system.
This is a great way to keep track of your daily tasks. Tasks are divided into categories, making it easy to see what needs to be accomplished
Tasks can be added manually or, in most cases, will automatically be generated by the system.