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Agent Assist Quick Start Guide

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Storable Edge Knowledge Base

Getting Started

Welcome to Storable Edge: New User FAQ

Basics for New Users

Storable Edge Training Hub

Search for a Tenant, Unit, or Invoice

The Dashboard (Dash) Tab

The Leads Tab (Facility Level)

Leads, Reservations, and Move-Ins

Process Tenant Transfers Between Units

Process Tenant Move-Outs

The Tenants Tab (Facility Level)

Process Payments

The Units Tab (Facility Level)

Navigate Edge on a Mobile Device

The Corporate Facilities Page

Corporate Search

Edge Product Guides

Tenants

Change Tenant Billing Dates

E-sign Overview

Move-In Tenants with Future Move-In Dates

Undo a Move-Out

Upload and Manage Tenant Documents and Photos

Schedule Transfers and Move-Outs

Wait Listed Leads

Print Envelopes

Manage Text Message Opt-In Status

Add Insurance to Tenant Accounts

Add or Remove Insurance from Tenant Accounts

Manage Expired Insurance

Map Tenants by Address

Tenant Contacts

Add Fees

Navigate the Tenant Ledger

Tenant Communications

The Comms Tab (Facility Level)

Certificate of Mailing

Confirmation of Mailing

Send Ad Hoc Documents

Mass Email

On-Demand E-sign

Print a Batch of Documents

Two-Way Texting

Units

Manage Damaged And Dirty Units

Manage your Facility Map

Mobile Walkthough

Unit Status Hierarchy

Company Owned Units

Mark Units as Rentable or Unrentable

Payments and AutoPay

The Billing Tab (Facility Level)

Manage Expired Credit Cards

Address Failed Autopayments

Credit Card Error Messages

Collect Prepayments

Save Payment Methods and Autopay

Block Tenant Payments

Troubleshoot First of the Month Processing Errors

Credits

Reverse Payments

Reconcile Your Payments with TSYS

Rate Management

Change Rent Rates

Disable Rate Plans and Cancel Rate Changes

The Yield Management Tab (Facility Level)

Exclude Rentals from Rate Changes

Fees and Discounts

Waive Fees

Past Due and Delinquency

The Past Due Tab (Facility Level)

Auction Manager

Writing Off Bad Debt

Facility-Level Reports

Reports

Alternate Contacts Report

Annual Revenue and Occupancy

Auction Schedule Report

Auction Summary Report

Autopay Roll Report

Bad Debt Write Off Report

Close of Day Report

Credits Issued Report

Delinquency Stages Report

Discounts Report

Facility Ledger Report

Fees Waived Report

Gate Access Report

General Ledger by Day Report

General Ledger Detail Report

General Ledger Report

Insurance Activity Report

Insurance Statement

Insurance Status Report

Insured Tenants Roll Report

How do I share insurance reports with a third-party insurance provider?

Lead Activity Report

Lease Versions Report

Ledgers Without Signed Leases

Length of Stay Report

Management Summary

Merchandise Inventory Detail

Merchandise Sales Detail Report

Move Ins Report

Move Ins/Move Outs/Transfers Report

Move-In KPI report

Moved Out With Balance Report

Movement Summary Report

Notes Roll Report

Occupancy Report

Occupancy Summary Report

Payments by Type Report

Payments by Type Detail

Pending Signature Requests Report

Real-Time Alternatives to Commonly Used Trailing-Day Metrics

Reconciliation Report

Rent Roll Report

Sales Tax Collected Report

Scheduled Move Outs Report

Tenant Contact List

Transaction Log Report

Vacant Spaces and Schedule Move-outs Report

Walk Through Report

Rent Rates by Tenant Report

Corporate-Level Reports

Corporate Reports Overview

Consolidated Occupancy Report

Facility Comparison Report

Refund Checks Report

Rent Rates Report

User Performance Report

Business Intelligence

Business Intelligence Quick Start Guide

Business Intelligence Overview

Business Intelligence Navigation Guide

Business Intelligence Dashboard Content Guide

The Business Intelligence Report Builder

Business Intelligence Facility Tenant Lifecycle Data Model Best Practices

Business Intelligence Data Marts and Field Explanations

Enable SSO for BI Reporting

Access Control and Gates

The Access Tab (Facility Level)

Set Up Storable Access Control

Insurance

Exclude Unit Types from Store Insurance

Rental Center™ Overview

Rental Center™ - Customer View

Rental Center™ Settings (Facility Level)

Rental Center™ Settings (Corporate Level)

Enable Future Move-Ins for Rental Center

Retail

Account Management

Software User Management and Access

Tiered Pricing FAQ

Enable Tiered Pricing

Tiered Pricing: Assign Units to Tiers

Delinquency Settings

Delinquency Stages

Create Delinquency Schedules Based on Unit Type

Recurring Delinquency Stages

Non-Recurring Delinquency Stages

Edit Corporate Delinquency Schedules

Transfer Delinquent Units to a New Delinquency Schedule

Document and Communication Settings

Communication Blackout Settings

Document Replacements

Corporate Documents Settings

Conditional Documents

Document Versioning

Create and Edit Email Layouts

Create and Edit Email Templates

Create and Edit Letter Documents (Corporate)

Implement E-sign

Mail House

Register Your SMS Phone Numbers

California Consumer Privacy Act (CCPA)

SMS Settings for Automated Text Messages

Insurance

Tenant Insurance Overview

Insurance Settings

Offer Insurance Through the Rental Center

Auto-Protect Max Overview

Auto-Protect Max with Storable Insurance

Auto-Protect Max with Storable TPP

The Audit Letter Program

Facility-level Software Settings

The Settings Tab (Facility Level)

Billing Settings

Refund settings (Facility level)

Gate Integration

Miscellaneous Revenue

Rental Promotions

Fees and Services

Build your Facility Map

Set Up Auction Manager

Configure Online Move-Ins

Configure and Display Maximum Rent and the Duration of Promotions and Discounts on Leases

Retail items settings

Tenant Settings

Unit Amenities List

Yield Management Settings

Unit Types List

Corporate-level Software Settings

Advanced Promotions

AI Settings (Corporate Level)

API (3rd Party Integrations)

Billing Settings (Corporate Level)

Enabling Invoice Templates

Facility Features

Facility Groups

Enable Future Move-Ins

Enable Undo Move-Outs

How do I update Tax Rates ahead of any upcoming changes?

Lead Notifications

Move-Out, Lead Close, and Undo Move-Out Reasons

Refund Settings (Corporate)

Required Fields

Retail Items Settings (Corporate)

Revenue Management

Services Settings

Tax Rates

Tenant Settings (Corporate Level)

Unit Settings (Corporate Level)

Unit Types

Web Rates

Release Notes: 2026

Release Notes: 2025

Release Notes: 2024

Release Notes: 2023

Release Notes: 2022

Contact Support

Contact Support

Natural Disaster Support

Cancel a Facility

Become a Feedback Partner

Weekly Edge Webinars

Storable Payments + Edge

Getting Started

Storable Payments Overview and FAQ

Applying for Storable Payments

Activating Storable Payments

Applying for Storable Payments (Canada and UK Facilities)

Frequently Asked Questions About PCI Compliance

Setting up PCI compliance with Control Scan by VikingCloud

Transaction Statuses and Funding Times

Processing Payments and Refunds

Storable Payments: How do I void or refund a payment?

Storable Payments: What is the Chargeback Process?

How do I reconcile my bank account and Storable Payments?

Surcharging

Surcharging FAQ (Storable Payments)

How do I enable surcharging?

Data and Reporting

Storable Payments: Where can I find my payments data?

Storable Payments: Reconciliation Report

Processing Payments with an EMV Card Reader

Card Reader FAQ

Card reader terminal setup instructions

Processing customer payments with a card reader

Card Reader Troubleshooting Guide

Troubleshooting

Storable Payments: Troubleshooting credit card declines (U.S. facilities)

Storable Payments: Troubleshooting credit card declines (Canada and UK facilities)

Account Management

Storable Payments: Payment Processing Fees

SSO

Getting Started

SSO: Admin Quick Start Guide

SSO: Pre-configuration guide + FAQ

SSO: Admin Enablement Guide

SSO: Communicating with your organization

SSO: Using Your Identity Provider’s Login

SSO: User Management

SSO Product Guides

SSO: Enrollment Guide

SSO: Multi-Factor Authentication (MFA) setup

SSO: Troubleshooting

Storable Websites

Get Started

Storable Websites FAQ

What to expect from the new Online Move-In experience

The Online Move-In tenant experience

Accessing your Storable marketing website admin

Website and Facility Branding

Managing reviews

Managing calls on your tracked phone line

Integrating Third-Party websites with the Storable Online Rental App

Storable Websites Product Guides

Edit Website Settings

Edit Website Page Settings

Modify Layout and Element Properties

Edit Your Website Layout and Elements

Add or Edit a Background Color, Image, or Video on Your Storable Website

Edit the Header and Footer of Your Website

Edit Your Website's Breadcrumbs

Add a Facebook Pixel to Your Website

Add a Pop-Up to Your Website

Add Images to Your Storable Website

Edit Your Website Content

Edit Text on Your Storable Website

Edit Widgets on Your Storable Website

Sitelink Product Guides

Introduction to Storable Websites with Sitelink

Storable Website Integration FAQ

Enable Online Move-Ins on Your Storable Website

Enable Online Payments on Your Storable Website

Edit Website Settings

Edit Unit Details on Your Storable Website

Display Discounts from Sitelink on Your Storable Website

Use Push Rates on Your Storable Website

Display Facility Info on Your Website

Manage Leads and Reservations from Your Storable Website

Rental Center 2.0

Rental Center 2.0: Set Up Reservations and Online Move-Ins

Rental Center 2.0: Customize the Units Table

Rental Center 2.0: Customize Unit Features and Amenities

Rental Center 2.0: Add Discounts to Unit Listings

Rental Center 2.0: Add Images to Your Unit Listings

Rental Center 2.0: Settings

Rental Center 2.0: Overview

Edge Product Guides

Link Google Analytics

Marketing Website Visitors and Source Report

Website Leads and User Analytics Report

Agent Assist Quick Start Guide

Account Management

Website Permissions

Do you need help with your website?

What's New: 2026

What's New: 2024

What's New: 2023

What's New: 2022

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CONTACT

Storable Support
edgesupport@storable.com
(844) 287-3388