Portfolio Desk
User guide
Self-storage 6 min read

Self-storage

Self-storage is its own business: many small units, monthly agreements, rate increases as a lever, and a lien process when someone stops paying. It runs as a distinct category rather than as residential with different labels.

  1. 1

    Set up facilities and units

    Facilities with gate and access hours, and a unit mix by size, tier and features — climate control, drive-up, ground floor, alarm.

    Self-storage facilities overview with unit mix and occupancy
    A real screen from the running product, captured against a demo portfolio.
  2. 2

    Rent, bill and increase

    Agreements against a unit with rent, deposit and gate code. Billing runs on cycle, and rate plans apply increases across a cohort rather than one tenant at a time.

  3. 3

    Work the lien process

    Lien events are recorded against the agreement with their dates, because the sequence and timing are what make a lien sale enforceable.

Used alongside

Rent collection & delinquency

Charges, receipts, deposits and the delinquency view that decides who gets chased today.
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