Feature index

Every feature, searchable.

This is TheStorageControl's complete feature list: 243 features across 12 domains. Search for a word or filter by domain.

243 features

01Location & unit management20 / 20

  • View and manage multiple self-storage facilities centrally
  • Switch between the portfolio view and a single facility
  • Facility name, address, country, time zone and operational status
  • Customer access hours and staffed service hours per facility
  • Unit count and occupancy rate per facility
  • MRR and delinquency indicators per facility
  • Assign or show the responsible facility manager
  • Add new facilities
  • Facilities in map and table view
  • Filter by region and operating unit, sort by name
  • Export facility data
  • Recycle bin for deleted facilities
  • Show units by availability, floor plan, grid or table
  • Unit number, facility, type, size, price and current status
  • Filter by facility, country, status, size and price
  • Select multiple units for bulk actions
  • Add individual units and export unit data
  • Split and merge units
  • Open a unit straight from maintenance and operational processes
  • Administrative unit and facility data via Records & Objects

02Customer & lead management21 / 21

  • Receive customer and booking details from the public booking journey
  • Register website bookings as new operational records
  • Show name, email address and contact details
  • Distinguish website bookings from bookings made by staff
  • Create a new tenant manually
  • Search tenants by name and other customer details
  • Filter tenants by facility
  • Show linked units per tenant
  • Show phone number and current balance
  • See whether automatic payment is active
  • Show customer status and start date
  • Open the customer file straight from a reservation
  • Create customer records automatically from accepted website bookings
  • Link customers to reservations, contracts, invoices and payments
  • Flag bookings that need attention (payment, ID, signature)
  • Show bookings by status: new, in progress, needs attention, converted
  • Search bookings by customer, unit, source or booking number
  • Internal tasks and notes via linked maintenance, risk and workflow records
  • Global search across tenants, units and invoices
  • Export tenant data
  • Admin, public booking and customer portal as separate environments

03Availability, reservations & waiting lists21 / 21

  • Unit availability across all connected facilities
  • Filter by facility, country, size, price and status
  • Create a new reservation manually
  • Receive reservations from the public booking journey
  • Link a customer and unit to a reservation
  • Record the planned move-in date
  • Record the reservation source
  • Set an expiry date and show the time left before it expires
  • Statuses: pending, created, confirmed, upcoming arrival, converted, cancelled
  • View all open reservation holds
  • View converted and cancelled reservations
  • Search by reservation number, tenant or unit
  • Open the related tenant straight from the list
  • Convert a reservation into customer and contract records
  • Show booking progress as completed steps out of the total
  • Flag reservations with processing issues
  • Release or reprocess reservations
  • Export reservation data
  • Open bookings on the central dashboard
  • Upcoming move-ins from confirmed reservations
  • Plan future availability through reservations and scheduled contract ends

04Rental contracts21 / 21

  • Create a new contract from the global create menu or the Contracts module
  • Automatic contract from a converted website booking
  • Link a contract to a tenant and storage unit
  • Record the contract start and end date
  • Show the recurring contract amount and billing day
  • Statuses: draft, signature, active, ending and closed
  • Filter by operational status, contract term and signature status
  • Flag contracts that start or end soon
  • View ended contracts
  • Search and open individual contracts by contract number
  • Export contract data
  • Manage contract records through the central object model
  • Track the contract lifecycle and external references
  • Connect contract creation to billing and payment processes
  • Connect contract activation to the access process
  • Connect termination to move-out, access deactivation and financial settlement
  • Create, store and manage insurance cover on a contract
  • Enrol a tenant in an insurance product
  • Show active policies, claims, insured value and premiums
  • Show coverage rate and insurance revenue
  • Maintain automation workflows for insurance

05Move-ins, move-outs & transfers22 / 22

  • Combined move-in and move-out queue
  • Select the operational date for the queue
  • Schedule a new move-in
  • Show move-ins for the selected day
  • Upcoming move-ins after the selected date
  • Show completed move-ins and move-outs
  • Show cases with operational issues
  • Search processes by tenant, unit or responsible staff member
  • Filter by process type and assigned staff member
  • Apply additional operational filters
  • Configure the visible queue columns
  • Show the scheduled time per process
  • Show the linked tenant and unit
  • See whether it is a move-in or a move-out
  • Checklist, access and payment status per process
  • Responsible staff member per process
  • Flag open inspections
  • Flag access credentials that are still pending
  • Export the operational queue
  • Link a reservation conversion to a scheduled move-in
  • Link a contract termination to a scheduled move-out
  • Release the unit once the move-out is complete

06Billing & collections24 / 24

  • Create a new invoice from the global create menu or the Invoices module
  • Show invoices across all selected facilities
  • Invoice number, tenant, unit, billing period and due date
  • Show invoice amount and payment method
  • Statuses: paid, overdue, delinquent, draft and voided
  • Filter by billing period and invoice status
  • Configure visible invoice columns and export data
  • Link invoices to the right tenant and unit
  • Create and show account statements
  • Generate statements for a selected period
  • Show opening balance, charges, payments and closing balance
  • Generate and send statements in batches
  • Retry failed statement deliveries
  • Statement statuses: generated, sent, failed and draft
  • Filter statements by tenant and positive closing balance
  • Export statement data
  • Debtor balances in the Collections module
  • Ageing in 1–7, 8–29, 30–59 and 60+ day buckets
  • Classify debtors as at risk, doubtful, written off or in action
  • Last collection action and automatic payment status
  • Create and save operational collection views
  • Export the collection queue
  • Start reminder batches from the Bad Debt Control Tower
  • Export a bad-debt evidence or management pack

07Payments & reconciliation17 / 17

  • Show payments across all selected facilities
  • Record a payment manually
  • Reconcile received payments
  • Show payment number, tenant and related invoice
  • Show payment method and amount
  • Show the payment rail used
  • Show the external status of the payment rail
  • Show the payment receipt date
  • See whether a payment is matched to an invoice
  • Statuses: successful, failed, pending and refunded
  • Filter by payment rail, payment method and reporting period
  • Configure visible payment columns and export data
  • Link payments to tenants, invoices and statements
  • Use successful payments in balance and collections calculations
  • Show failed or pending payments for follow-up
  • Automatic payment status in tenant and collections views
  • Match payments by invoice number or exact amount, with review when in doubt

08Access control15 / 15

  • Central access control module
  • Show access events across all connected facilities
  • Time, customer, unit and action per event
  • User or system actor behind every access action
  • Show the result of every access action
  • Operational or error messages on an access event
  • Manage access credentials
  • Show and manage access control rules
  • Refresh access events and current statuses
  • Link access processing to customer, unit and contract data
  • Pending access provisioning in the move-in queue
  • Flag access-related booking issues
  • Include access errors in central operational notifications
  • External references to the access provider via Records & Objects
  • Access integration through the configured integration environment

09Facility & maintenance17 / 17

  • Create a new maintenance task
  • Link a task to a storage unit
  • Link a task to a facility
  • Set the task priority
  • Assign a task owner
  • Set the task deadline
  • Manage task status
  • Show the task creation date
  • Open the related unit from the maintenance queue
  • Export maintenance tasks
  • Number of open maintenance issues on the dashboard
  • Flag units blocked for booking by maintenance
  • Energy management (BEMS) module
  • Select energy periods: today, 7 days, 30 days, month-to-date, quarter-to-date
  • Refresh energy data
  • Add energy meters
  • Manage energy data at portfolio or facility level

10Users, roles & audit18 / 18

  • Invite new users
  • Create new roles
  • Show active users and configured roles
  • Manage permissions separately from roles
  • Configure access per facility
  • Filter users by role, status and assigned facility
  • Show the assigned role per user
  • Show available facilities per user
  • Show the last-active timestamp
  • Show MFA status and account status
  • Owner and administrative workspace roles
  • Manage staff access separately from public booking and the customer portal
  • Record staff actions in the audit log
  • Filter audit events by staff and customer side
  • Record actor, action, entity, facility, IP address and result
  • Export audit data
  • Show and manage authentication-related audit events
  • Show destructive actions separately for extra control

11Reporting & dashboards25 / 25

  • Portfolio-wide dashboard
  • Filter dashboard data by facility
  • Show the current occupancy rate
  • Occupied units against total units
  • Show move-ins and move-outs
  • Year-to-date contract data
  • Delinquency rate, affected tenants and outstanding amount
  • Show year-to-date revenue
  • Show open bookings
  • Move-ins that need operational review
  • Customers or bookings without selected insurance
  • Show open maintenance issues
  • Show active risk holds
  • Refresh dashboard data
  • Units, occupancy, MRR and delinquency per facility
  • Central Reports module with export
  • Insurance premium revenue, insured value, active policies and coverage rate
  • Trends in insurance revenue and plan performance
  • Debtor ageing and collection status
  • Bad Debt Control Tower with exportable management pack
  • Risk Register with customer, reason, facility, severity, status, retention and next action
  • Export the Risk Register
  • Review performance automation with approval audit
  • Marketing reporting and pricing strategy insights
  • Energy reporting for selectable periods

12Integrations & data22 / 22

  • Receive bookings from the public booking environment
  • Convert website bookings into customer, reservation, unit and contract records
  • Show processing progress of incoming bookings
  • Create linked operational records automatically
  • Flag failed or incomplete booking conversions
  • Reprocess manually with the Auto-create action
  • Connect the back office to the public booking environment
  • Connection with the customer portal
  • Central integration configuration
  • Overview of every configured integration per workspace
  • External references in the Records & Objects module
  • Object ownership, fields, lifecycle and external references
  • Exact Online references within the object and finance structure
  • Payment providers within payment processing, such as Mollie
  • Access control provider in operational records
  • Access events and credentials via an external access integration
  • Manage webhooks through the Audit Log module
  • Open integration settings from the Bad Debt Control Tower
  • Export the full workspace dataset
  • Export facilities, units, tenants, reservations, contracts, invoices, payments, statements, collections, maintenance tasks, risk records and audit events
  • Multilingual communication: Dutch, English, Portuguese, German, French and Spanish
  • Notifications and integration settings at workspace level

See your own operation in TheStorageControl.

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