UNIT MANAGER PRO

Storage software evaluation worksheet

Fill in the notes, then print or save as PDF before closing. Entries are not sent anywhere and are not saved automatically. This is a planning aid, not legal advice or a lender-approved forecast.

Facility and supplier

Supplier/product/plan, demo date, total and leased units, sites, rent, currency and payment mix.

Online booking

Mobile availability, price, agreement, payment setup and incomplete states. Record evidence and gaps.

Billing and payment exceptions

Due date, processing debit, failure, backup method, manual receipt, refund and next date. Demonstrated or conditional?

Tenant and document tasks

Invoices, payment-method update, agreement access, support and account isolation.

Access and site scope

Exact controller, native/custom/manual integration, installer responsibility, outages and multi-site requirements.

Reporting

Definitions, period, occupancy, rent roll, collected cash, exports and reconciliation.

Migration

Sample export, existing unit mapping, contact fields, balances, agreements, authorisations and collection cutover.

Total cost and exit

Software, processing, website, setup, messaging, hardware, tax, contract, cancellation and export access.

Decision log

Must-have requirement; demonstrated evidence; unresolved question; responsible person; due date. Do not score roadmap features as delivered.