The CRM for portable storage companies
Portable storage is a rental business with trucks attached. You need to know which container is at which address, which ones come back next week, and who gets billed on the first of the month.
Review Monster's CRM tracks every unit, shows what's free on any date, sends rental contracts to sign and handles the recurring charges. It's free with every Review Monster plan and live in about 30 minutes.
The hard parts
Where's unit 14 right now?
A spreadsheet says it's in the yard. The driver says it's on a driveway in Meridian. A customer is asking for one on Friday and you don't know if you have it.
Monthly rent that slips
Long rentals mean recurring charges. When someone has to remember to bill each one every month, a few always get missed.
Paperwork at the curb
Rental terms need a signature before the container drops. Paper gets lost, and an unsigned rental is a headache later.
How the CRM helps
Every unit has a number and a pin on the map. Availability by date shows what's free next Tuesday before you promise it.
Set a rental to bill on a schedule, by card on file or invoice, so the monthly charge goes out without anyone remembering.
Send the rental contract to sign from the job. The signed copy stays on the job and in the customer's portal.
Drop-offs, pick-ups and moves on one calendar, each with the unit it involves.
Customers see their rental, sign, and pay from one link, without calling the office.
When a rental wraps up, the customer gets a review request by text and email.
A day with it
A customer calls about a container for a kitchen remodel starting Monday. You check availability for that date, see two units free, and book the drop-off while she's on the phone.
She gets the rental contract by text, signs it on her phone, and puts a card on file through the portal.
Monday the driver drops unit 9, types its number on the job, and the map moves the pin to her driveway.
On the first of the month the rental bills itself. Six weeks later, pick-up is marked Done, unit 9 shows back in the yard, and a review request goes out.
Questions people ask
Can I see which units are available on a future date?
Yes. Asset Tracking shows availability by date and warns before you book a unit that's already out.
Does it handle monthly rental billing?
Yes. Rentals can bill on a schedule by card on file or invoice, and the rental price comes from your price book.
Do I need QR codes or scanners?
No. The driver types the unit number on the job, and the CRM keeps track of where it is.
We also build websites for storage businesses, wired straight into the CRM.
See the websitesReady to try it for storage?
You'll be up and running in about 30 minutes, with your own local business number.