Using the sitemap to visualise and manage units

View the units in your site, and visualise the occupancy levels for each unit. To view detailed information on the unit, click on the unit block on the sitemap.

Filters

Filter the units according to:

• Type: This will be a list of the unit types you have setup in your system.
• State: Available (unit is vacant and available for a new user to reserve or move-in); Occupied (unit is occupied & being rented by a customer); Reserved (unit is reserved by a customer, pending move-in); Blocked (unit is blocked from being occupied or reserved).; Overdue; Archived.
• Customer: filter by a specific customer.
• Labels: filter according to custom made labels.

Edit sitemap

To edit the sitemap, click on the pencil icon in the top right-hand corner.

Once you're in edit mode, you can drag and drop items on the sitemap according to your preference. To add objectives, click on one of the objects in the left menu bar, then drag and drop on the sitemap.

Schedule a move-in

Schedule a move-in from the sitemap by clicking on one of the available (green) units, and clicking Schedule move-in.

Enter the details of the move-in:

• Customer: select a current customer, or add a customer by pressing the + button on the right.
• Move-in date: select the planned move-in date.
• Pre-payment: select the number of months in advance the customer is making a payment.
• Promo code: insert a promo code if applicable.
• Products: add products to the customer's move-in.

FAQ