Storage software evaluation worksheet
Unit Manager Pro — planning aid

Facility and supplier
Supplier/product/plan, demo date, total and leased units, sites, rent, currency and payment mix.
Notes: ______________________________

Online booking
Mobile availability, price, agreement, payment setup and incomplete states. Record evidence and gaps.
Notes: ______________________________

Billing and payment exceptions
Due date, processing debit, failure, backup method, manual receipt, refund and next date. Demonstrated or conditional?
Notes: ______________________________

Tenant and document tasks
Invoices, payment-method update, agreement access, support and account isolation.
Notes: ______________________________

Access and site scope
Exact controller, native/custom/manual integration, installer responsibility, outages and multi-site requirements.
Notes: ______________________________

Reporting
Definitions, period, occupancy, rent roll, collected cash, exports and reconciliation.
Notes: ______________________________

Migration
Sample export, existing unit mapping, contact fields, balances, agreements, authorisations and collection cutover.
Notes: ______________________________

Total cost and exit
Software, processing, website, setup, messaging, hardware, tax, contract, cancellation and export access.
Notes: ______________________________

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