Understanding the Unit Setup Tab

The Setup tab is where you configure a single storage unit before it becomes available for Move-In and during its rental life. From this tab, you can set some of the unit's details, fees, coverage plans, signing documents, and reporting, and you control the unit's condition and online availability. The Setup tab looks the same for every unit state, so you can manage a vacant (VAC), occupied (OCC), reserved (RES), company (COM), unavailable (UNA), or delinquent (DLQ) unit from the same layout. In addition to these, a unit can be damaged and unrentable. Only a few elements change depending on the unit's state, and those differences are described below.

The Setup tab applies to one unit at a time and acts as that unit's configuration hub. Every unit has a state, shown as a colored badge next to the Unit Number at the top of the Setup tab. The available configuration options are the same regardless of state. In other words, the state changes what you would typically do on the tab, not what the tab contains.

If a unit is not set up, a red dot appears next to the Setup tab and you get the message that the unit is not set up when you hover over the tab.

The Setup tab is organized into a main panel and a right-hand panel. The main panel holds:

The right-hand panel holds:

The Unit Details section at the top of the Setup tab shows the unit's core attributes and gives you links to edit some of them. The fields in this section are:

Above Unit Details, you can also select Edit Unit to change the unit's basic information, Copy To Unit to copy this unit's configuration to another unit, or Copy From Unit to copy another unit's configuration onto this one.

The Fees & Security Deposit section lists every charge type you can attach to the unit. Any fee may or may not be assigned to a unit, and which fees are assigned has nothing to do with the unit's state. Add a fee by selecting the + icon, or change an existing fee by selecting the pencil icon. The charge types are:

Coverage refers to the tenant protection plans available for a certain unit. Select the plus icon in the Coverage section to open the Assign Coverage form. In the form, you can add a plan, remove it, and set one plan as the default with Mark as Default. Two toggles, Required for Online Move-In and Required for Onsite Move-In, control whether coverage is mandatory for each move-in path.

If a unit already has an assigned coverage plan and you want to change it, select the pencil icon in the Coverage section to open the Assign Coverage form.

Auto-Included Items are items a manager assigns to the unit so that they are added automatically when a tenant moves in. If no items are assigned, the section reads that the unit has no auto-included items.

Unit Documents are the lease agreements, rules and regulations, and any forms required during the move-in process. You can add documents via the Add Move-In Document Signing Documents drawer. For each document, choose a Template and a Condition that sets when the document must be signed and add as many documents as needed. Documents can be reordered using the drag handle next to each row.

The right-hand panel of the Setup tab holds the controls that govern the unit's delinquency handling, physical condition, and online availability. These controls are available from the Setup tab for every unit state.

The Delinquency Template card shows which delinquency process applies to the unit. The card can have two states:

If the unit is not occupied, the template you assign applies to any new tenant who moves into the unit. Furthermore, if the unit is already occupied, the template you assign replaces the one currently in use.

Use the damaged control to flag a unit that has a physical problem. Select Mark as Damaged to open the Mark as Damaged form, which records the issue and creates a maintenance task. In the form, enter a Task Name, a Description of the problem, and an assignee in the Assign task to field. To clear the status later, select Mark as Not Damaged.

You can see that a unit is damaged:

Use the rentable control to stop a unit from being offered to prospective tenants (the Move-In button will be inactive until you mark the unit as rentable). Select Mark as Unrentable to open a reason form, enter a free-text reason for making the unit unrentable, and confirm. To make the unit available again, select Mark as Rentable.

You can see that a unit is unrentable:

Use the company control to set a unit aside for internal company use. Select Mark as Company Unit to convert the unit, and select Mark as Vacant Unit to return it to normal use. Company units cannot be used for Move-In.

Two toggles control whether the unit can be rented or reserved online via Tenant Portal. Turn on Available for Rental Online to let the unit be rented online, and turn on Available for Reservation Online to let the unit be reserved online. Turn either toggle off to remove the unit from the matching online flow.

Depending on what's turned on or off, a unit can have four states on the Tenant Portal:

The Reporting toggle controls whether the unit's data is included in operational analytics. Allowing a unit to be included in Area Reports means tracking occupancy trends, revenue, and performance by unit type or condition.

If a unit doesn't have the Area attribute assigned, you cannot include it in Area Reports, and the toggle button will be disabled.

Every unit has a state, shown as a colored badge next to the unit number on the Setup tab - Vacant, Occupied, Reserved, Company, Unavailable, and Delinquent. The Setup layout is the same for all states. Regardless of which state the unit is in, it can always be marked as damaged and/or unrentable. The differences together with explanations of what each state means are described below:

The Move-In button is inactive when a unit is not ready to rent. A unit must have a delinquency template assigned and coverage settings configured before it can be used for move-in or transfer, and a unit marked as unrentable cannot be moved into until you mark it as rentable. Company units also cannot be used for Move-In.

Yes, you can still move a tenant into a unit that is marked as damaged. During the Move-In process, the platform reminds you of the unit's damaged state at each of the four Move-In steps.

No, Copy From/To Unit does not copy everything automatically. After you choose the unit to copy from/to, you select which properties to copy, such as unit attributes, delinquency template, security deposit, fees, coverage, unit documents, and billing period. Only the properties you select are copied onto/from the current unit.

A unit shows a grey Unavailable badge when a Move-In is in progress, either because a manager started a move-in and exited before finishing or because a tenant started a move-in through the Tenant Portal. The unit stays unavailable for 15 minutes during the Tenant Portal Move-In and then returns to its previous state automatically, so no action is needed.

Yes, a unit can be marked as both damaged and unrentable at once. When it is, you can see both statuses on the List of All Units page and on the Setup tab, next to the unit state and on the right-hand side panel.