The Units Tab contains your published facility map and a sortable, filterable list of all of your units. In this tab, you will have the option to view the type, size, grouping, rate, description, quantity, and availability of your units.
Units are color-coded based on occupancy status:
Red: Delinquent units
Blue: Occupied units
Yellow: Reserved units
Green: Vacant units
Grey: Un-rentable units
Changing Unit Views
The default view of the Units Tab is the Facility Map. In the upper right corner of the viewing window, you will see three other viewing options: Tiered Pricing, Groups, Individual, and Walk Through.
Don't have the Tiered Pricing tab? Create and enable unit tiers in Corporate Software Settings to reveal the Tiered Pricing tab.
Don't have the Facility Map tab? Create and publish your map using the map builder tool in Settings to reveal the Facility Map tab.
Tiered Pricing: This view shows which tier is assigned to your units if you use Tiered Pricing.
Groups: This view shows your units in groups. To be grouped, units must have the same
unit type,
size,
standard rate,
amenities,
and floor.
It also shows how many units of each size are currently available, along with your occupancy percentage for each unit size group.
Individual: This view shows each unit individually. This view will also show whether a unit is occupied, who is occupying it (if applicable), and provide options to move out or transfer the tenant. The Reserve button can be used to reserve a vacant unit under this view.
Walk Through: This view shows each unit individually in the order you would see them when walking through your facility. You can define this order. In addition to having all the same options here as you do in the Individual view, you can also add a note to any individual unit.
Using Filters
Filters are a great way to quickly sort through your units. At the top of the screen, you’ll see Filter by followed by several drop-down menus containing the filters you can choose from. You have the option to filter your units by:
Status (vacant, occupied, etc),
Type (parking, mailbox, self storage)
Size
Amenities (heated, cooled, powered)
Area (a range of square feet)
You can choose any number of filter options to narrow your results.
To begin filtering your units:
Choose any filter by selecting it from one or more drop-down menus. You can apply multiple filters at once.
Click Apply.
Your results will be updated to include only those items that match the filters you selected.
After clicking Apply, the selected filters will appear below the filter drop-downs. You can click the X next to a filter to remove it from the search. You can also clear applied filters by selecting the filter that you want to remove and clicking Clear. Doing so will update the list to reflect these changes.
To remove all applied filter options at once, click any filtering option in the drop-down menu, then click Clear.
Printing and Exporting Filtered Results
After filtering your units, you can print a list of your results. To print:
Click on the print icon on the right side of the screen, below the “Walk Thru” tab. A drop-down menu will appear.
Select an option to either open and print a PDF or download a CSV or TXT document. A separate window will open with your filtered list.
Print from the new window.
For example, to print a vacant unit report, use the status filter to select vacant units and then click the printer icon to print the report.