Storeganise automations

Introduction to automations

Storeganise provides a wide range of automation tools designed to reduce manual tasks, improve efficiency, and deliver a seamless experience for your customers. These automations help your facility run smoothly even outside of staffed hours ensuring faster order processing, accurate billing, and proactive communication.

Billing automations

Storeganise supports automated recurring billing for existing tenants, reducing manual invoice handling and improving payment collection timelines.
  • Automated recurring invoicing
Invoices can be automatically generated based on your billing cycle settings.Master billing trigger options:Note: These settings only apply to recurring billing for existing customers (not first-time move-ins). Learn more → Invoicing settings

  • Automated invoice charging
If a customer has a valid card on file, Storeganise can attempt to automatically charge their invoice when it’s issued.

  • Overdue invoice handling
Storeganise can automatically:
  • Mark invoices as overdue
  • Trigger overdue reminder notifications
Learn more → Invoice reminders

Move-in automations

Storeganise can automate key actions during the move-in process to streamline operations and deliver a smooth customer experience.
  • Move-in order processing
Depending on your configuration, Storeganise can:
  • Auto confirm order: when enabled, new orders will be automatically confirmed and invoices will be created.
  • Auto charge invoice: when enabled, the customer's invoice will be automatically charged upon entering payment information.
  • Autocomplete order: when enabled, the order will be completed and closed.
If enabled, customers can complete the move-in without manual intervention. Staff members can also complete the move-in via the Management poral without manually creating invoices. If disabled, all steps must be done manually so no move-ins will be completed and no invoices will be charged without oversight.Configured in: Sites → Advanced Settings → AutomationLearn more → Site advanced settings
  • Move-in communication triggers
Automated messaging may include:
  • Reservation or move-in confirmation
  • Welcome instructions
  • Facility and unit access details
Learn more → Editing email templates

  • Access activation (when integrated)
If using an access control system such as Nokē, access can activate automatically after move-in:
  • Digital keys / codes assigned
  • Access permissions granted immediately
Learn more → Integrations page

Move-out automations

Storeganise can automate key actions during the move-out process to streamline operations, ensure accurate billing, and prevent access issues once a customer leaves.Storeganise can automatically:
  • Initiate move-out jobs on the scheduled date
  • Create a credit note refund invoice when applicable
  • Revoke facility access once move-out is confirmed
Learn more → Processing a move-out job

Communication automations

Storeganise can automatically send customer and admin communications based on key account and billing events, helping reduce manual follow-up and ensuring both parties stay informed.Common automated triggers include:
  • Reservation and move-in confirmations
  • Invoice issuance
  • Payment failure and overdue reminders
  • Move-out scheduled or completed
  • Internal admin emails

Message templates support:
  • Customer-specific fields and facility branding
  • Optional SMS notifications using Twilio
Learn more → Editing email templatesLearn more → Setting up invoice remindersLearn more → Admin emailsLearn more → Add:on - Twilio SMS

Access control automations

When using an integrated access control provider, Storeganise syncs customer permissions based on rental and billing status.Automated updates include:
  • Granting access after move-in
  • Restricting or locking access when overdue or suspended
  • Restoring access once payments are up to date
  • Syncing access codes using custom fields
Learn more → Access control

Revenue automations

Storeganise automates key revenue processes like late fees, rent increases, and dynamic pricing, keeping your pricing and billing accurate without manual work.
  • Late Fees
Storeganise can automatically apply late fees based on overdue rules and escalation schedules.

This feature can:
  • Apply late fees automatically once an invoice becomes overdue
  • Set the amount based on absolute value or relative to total %
Learn more → Setting up late fees

  • Scheduling rent increases
Storeganise gives you the flexibility to schedule price changes for your units and unit rentals, allowing you to set a future date for these adjustments to take effect.This feature can:
  • Schedule rent or price changes to take effect automatically on a set date
  • Help you plan and manage rate adjustments in advance
Note: If you’d like to this in bulk, you can use our Add-on: called Automated rent increases which you can learn more here → Add-on: Automated rent increases

  • Dynamic pricing
Automatically increase or decrease rental rates for your unit types based on occupancy levels, helping you optimize revenue without manual updates.This feature can:
  • Set rules and thresholds for when prices should increase or decrease
  • Apply pricing adjustments across multiple unit types or locations in real time 
Learn more → Dynamic pricing

Workflow automations

Storeganise supports workflow automations that connect your data and actions across multiple platforms, helping you streamline processes, reduce manual tasks, and keep operations running smoothly.
  • Zapier
Automate external workflows such as:
  • CRM updates
  • Accounting sync
  • Reporting or admin tasks
Learn more → How to integrate Zapier with Storeganise
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