How do I do that in Storage Facility Creator?
Pick the thing you are trying to do and get the exact clicks, in the order you make them. 18 of the 71 topics have a clip from the 2-minute tour.
Try overlock, autopay, move out or import. Results show as you type.
The whole app in two minutes
Eight short chapters: the site map, a move-in, rent and autopay, past-due tenants and overlocks, texting, online rentals and the price. Pick a chapter to start there. Nothing loads from YouTube until you press play.
The facility in the video is a made-up demo, Pine Ridge Self Storage. Runs 1:53.
Getting started
Your facility, your units, your tenant list, your team and your card payments.
Create your first facility
Set up a facility in Storage Facility Creator: name and address, unit capacity, time zone, grace period, late fee and how you want to get paid.
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Add your units in bulk
Create a whole row of storage units at once by typing a number range, set the unit type and monthly rate, and choose which units renters can see online.
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Import your tenant list from a spreadsheet
Bring your tenants in from a CSV file with a sample to copy, column matching and duplicate checks, then set their paid-through dates in one go.
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Add a manager or employee
Invite your team to a facility with the Owner, Manager, Employee or Viewer role. Users are unlimited, and only the owner or a co-owner can invite.
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Connect Stripe to take card payments
Connect your own Stripe account so card payments, autopay, payment links and online rentals pay out straight to you. Owner only.
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Sign in, reset your password, use the code
Where to sign in, what to do when you forget your password, how the emailed sign-in code works, and how to join a facility you were invited to.
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Read the Dashboard
What the Dashboard cards mean, where the top delinquent tenants and upcoming move-outs come from, and when to press Sync counts.
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Put your logo and mailing address on statements
Upload your logo, set the mailing address tenants send checks to, and the line printed at the bottom of every statement and invoice.
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Run more than one facility from one login
Add a second facility, switch between facilities or see them all at once, and know which screens need one facility picked.
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Tenants and units
Move-ins, move-outs, transfers, slips priced by the foot, gate codes and the Do Not Rent list.
Move a tenant in
Run the Move-In Wizard from the Calendar: pick the tenant and unit, prorate the first month, create the lease, take payment and issue the gate code.
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Move a tenant out and settle up
End a tenancy from the tenant or unit page: pick the move-out date, prorate the unused days, add fees, then refund by cash, check or card.
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Move a tenant to a different unit
Transfer a tenant from one unit to another with the prorated rent difference posted to their ledger and the old unit freed.
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Price a boat slip or parking space by the foot
Set a price per foot on a boat slip, parking space, vehicle or outdoor storage unit and let the app work out the monthly rate from its length.
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See who has not paid this month
Filter the tenant list to everyone behind on rent, sort by paid-through date, and open the Past due tab for days late and amounts owed.
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Turn off a tenant's gate code
Disable a tenant's gate access from their page, mark the unit as locked out, and know what the app does and does not do with your gate.
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Add someone to the Do Not Rent list
Keep a Do Not Rent list per facility, or one shared across all your facilities, so a bad renter is flagged before they come back.
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Add a tenant by hand
Create a tenant record with their contact details, texting consent, emergency contacts, vehicles, ID and portal access, then put them in a unit.
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Change a tenant's rent, unit number or details
Edit a tenant's name, phone, email, unit number or monthly rate. Rent posts at the new rate on the next 1st.
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Archive or delete a tenant
Archive a former tenant to keep their history, or permanently delete a record entered by mistake. The app refuses to delete a tenant with charges.
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Record a tenant's vehicle or emergency contact
Keep a tenant's vehicles, boats and RVs on file with plate, hull ID and length, plus emergency and alternate contacts, from their page or the portal.
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Log a call, visit or note on a tenant
Keep a record of every phone call, email, visit and note on a tenant's contact log, with the direction, date and who made it.
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Build your site map
Draw your facility in the Map Editor: add boxes, link each one to a unit, line up a row in one go, lock the layout, then print or save it.
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Put a tenant in a unit without the wizard
Assign an existing tenant to a unit from the unit's page, or unassign them to free the unit, when you do not need the Move-In Wizard's charges and lease.
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Take a unit out of service or archive it
Mark a unit for maintenance, give units an area so you can filter by building, and archive or permanently delete units you no longer rent.
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Create and manage gate codes
Create a gate code for a tenant or a contractor, limit it to days, hours or dates, and disable it without deleting it. You still enter codes in your gate.
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Use the Calendar
See move-ins, move-outs, due dates and reminders by month, week or agenda, filter them, and start a move-in or reminder from a date.
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Rent and payments
Cards, cash, autopay, pay links, refunds, statements and payments tenants send by Venmo or Zelle.
Take a card payment at the counter or by phone
Charge the card a tenant has on file or type in a new one from Rent & payments > Collect, with no separate terminal.
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Record a cash or check payment
Record cash, check, Venmo, Zelle or bank transfer payments against a tenant with a printed receipt, and void one recorded by mistake.
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Turn on autopay for a tenant
Save a card for the tenant, then switch autopay on and pick the day of the month. Declined cards are retried a few days later.
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Text or email a tenant a link to pay
Create a secure pay-by-link for a tenant, copy it into a text or email, and let them pay by card without signing in. Revoke it any time.
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Void a mistaken entry or refund a card payment
Void a charge or hand-recorded payment on a tenant's ledger, or refund a card payment back to the card through Stripe.
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Let tenants pay you by Venmo, Zelle or Cash App
List your Venmo, Cash App, Zelle, PayPal or payment-page links for tenants, and review the "I sent a payment" notes they send you.
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Enter a tenant's rent history from old records
Back-fill a tenant's past rent charges and payments from a paper ledger or old software, with their real dates, so the balance is right.
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Set paid-through dates for many tenants at once
Mark a group of tenants as paid through a month in one step, so late status, the Past due tab and reminders start from the right date.
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Print or email a tenant's statement
Print, email or customise a tenant's statement from their ledger, generate an invoice, or print statements for many tenants at once.
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Charge a one-off fee or add a credit
Add a cleaning fee, lock fee, admin fee or a credit to a tenant's ledger by hand, from the unit page or the ledger itself.
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Send a tenant an invoice
Turn unpaid ledger charges into a formal invoice, email it or print it as a PDF, then mark it paid or void it. Rent lateness is tracked without invoices.
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Find a payment and reprint its receipt
Search the Transactions tab by tenant, date, status or method, open a payment to see how it was applied, and open or download its receipt.
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Collect and settle security deposits
Set a default deposit per facility, collect it at move-in or record one you already hold, see it on the tenant's page and settle it at move-out.
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Late tenants
Grace periods and late fees, overlocking in bulk, past-due messages and rent reminders.
Set your grace period and late fee
Set the facility's grace period and a flat or percentage late fee, and choose whether fees post on their own after the grace period.
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Overlock every delinquent unit and print the list
Overlock all delinquent units in one action from Manager Overlock, print the walk-round list with tenant, phone and amount owed, and lift locks on payment.
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Send a past-due text or email
Send a ready-made past-due text or email to a tenant from Messaging, or reach everyone behind at once. Late notices are sent by hand, not on a schedule.
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Turn on rent reminders before the 1st
Switch on payment reminders in Settings so tenants who are not paid ahead get an email or text a few days before rent is due.
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Send a one-off reminder
Create a reminder for one tenant about rent, an inspection, maintenance or a renewal, by email or text, and send it now from the Reminders tab.
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Leases and e-sign
Create a contract, send it for signature, and keep templates to reuse.
Create a lease and send it for e-signature
Create a contract for a tenant from a template or your own PDF, then email the signing link, sign at the counter or save it as a draft.
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Add lease templates to reuse
Load the sample agreements, including a vehicle and RV one, or build your own template, then pick it each time you create a contract.
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Choose the lease online renters sign
Pick which template renters sign on your online rental page and in the Move-In Wizard: your own PDF lease, a sample agreement or the built-in one.
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Texting and email
One tenant or all of them, consent, replies and getting a number of your own.
Text or email one tenant
Send a text or email to a tenant from Messaging, use the quick messages, and record a tenant's texting consent so texts can go out.
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Send one message to many tenants
Send the same email or text to a group of tenants from Bulk Messaging, for rate changes, gate work, holiday hours or past-due rounds.
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Get a texting number of your own
Register your business for its own texting number from the Facility texting tile in Settings, and what to expect from carrier review.
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Chat with your team inside the app
Use Employee Chat for direct messages, group chats and shared team notes per facility, with a display name your teammates see.
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See what was sent and who replied
Find every text and email the app sent, its delivery status and the tenant's replies, in Message History and SMS Conversations.
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See who opted out of texts or emails
Find tenants who texted STOP or unsubscribed from emails, and allow messages again once they have agreed, from the two opt-out tiles in Settings.
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Tenant portal and online rentals
Invite tenants to pay online, and let new renters pick a unit from your website.
Invite a tenant to the tenant portal
Email a tenant their portal invite, or invite many at once, so they can see their balance, pay by card, save a card and turn on autopay.
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Let renters pick a unit and pay on your website
Switch on online rentals, choose what renters see, and paste the rental link on your own website. Move-ins land in your dashboard with a gate code.
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What tenants see in the portal
A walk through the tenant portal from the tenant's side, so you can answer their questions: signing in, paying, autopay, receipts, contacts and vehicles.
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What renters see on your online rental page
The online rental flow from the renter's side: picking a unit, their details, ID, emergency contact, the lease signature, autopay and paying by card.
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Everything else
Retail sales, reports, insurance, archiving a facility, your subscription and getting help.
Sell a lock or boxes at the counter
Ring up locks, boxes and tape in Retail, put the sale on a tenant or a walk-in, and take cash, check or card. Keep stock and sales history.
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Run reports for your accountant
Pull the financial report for a date range as CSV, and the aging, delinquency, occupancy and deposit reports for one facility or all of them.
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Track a tenant's insurance expiry
Record when a tenant's policy expires, see it flagged 30 days ahead on the Dashboard and Insurance page, and optionally email the tenant first.
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Archive or delete a facility
Hide a facility you no longer run with Archive, bring it back with Restore, or remove it for good with Delete Permanently.
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Manage your subscription
Find your plan, trial dates and billing under Settings > Billing & Payments, subscribe when the trial ends, or cancel month to month.
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Get help, report a bug or ask the AI assistant
Where to get an answer fast: the AI Assistant in the sidebar, the Report a Bug button, and email support.
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Add products and track stock
Set up the locks, boxes and supplies you sell at the counter, with prices, SKUs and stock levels, and see what is low or out.
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Refund a counter sale
Refund a whole Retail sale from Sales history: card sales go back to the card through Stripe, cash and check you hand back, and the items return to stock.
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See who changed what
Owners can search the facility's audit log by event, person, role and date to see who did what and when, with the before and after values.
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Download your tenant and payment lists
Save your tenants, payments or audit log as a CSV file from Settings > Data exports: a quick download for small lists, or a background job for big ones.
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Turn two-factor sign-in on or off
Require a 6-digit code emailed to you at every sign-in, or switch it off, from the Two-Factor Authentication tile in Settings.
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Change your name, theme or text size
Update the display name on your account, verify your email, and pick a light or dark theme, text size and compact layout.
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Check occupancy and rate suggestions
See occupancy overall and by unit type, and the pricing suggestions the app makes when a type is nearly full or sitting empty, on the Yield Mgmt page.
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Recommend an insurance provider to tenants
Add an insurance provider's name, link and a note on the Insurance page so tenants see where to get cover, and see at a glance who has proof on file.
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Still stuck?
- Inside the app, open AI Assistant in the sidebar and ask in your own words. It answers with the exact menu path.
- Something broken? Click Report a Bug at the bottom of the sidebar.
- Or email support@storagefacilitycreator.com. If your question is not answered here, we add it.
Not a customer yet? The FAQ covers pricing, setup time and what Storage Facility Creator does and does not do.
Not using Storage Facility Creator yet?
Start a trial, set up a facility in an afternoon and come back here whenever you get stuck.
No onboarding fee. $75 per facility, per month. Built for self-storage operators.