Daily Checklist
Run Daily Processing in StorMan
Follow-up Sales Enquiries
Print a Vacant Unit listing
Check Access Control Log for any unusual activity
Check the Calendar Notes section for any important reminders
Print a list of Overdues and follow them up
Run a StorMan Backup to your USB key / USB drive & take it off-site with you
Do the Banking in StorMan
Weekly Checklist
Ensure any empty units have a facility lock on them
Do a general walk of the facility to ensure everything looks OK, safe, etc
Add a few more interesting “Self Storage” things to your pinterest.com board
Monthly Checklist
Check fire extinguishers to make sure they’re all still there
Check fire hose reel to ensure everything is still in working order
Ensure “Exit” and other safety signs are all still there / working
Check StorMan website for any upcoming training sessions / free PowerSessions
Check myStorMan Knowledgebase for any help articles of interest
Run the Anticipated MoveOuts Reportin StorMan
Order office supplies / stationary / merchandise (boxes, locks, etc) as required
Write a blog for the facility website
Contact a few past-storers for short testimonials… add them to the facility website & add them to the ‘Sales Enquiry notice’that is sent with any quotes for potential clients.
Quarterly Checklist
Do a PIN audit
Do a security camera audit (Do they all work? Are they pointing in the right direction?)
Check gate motor and track for debris / build-up of dust, small stones, etc
Check to ensure we have the latest SSAA Agreements in StorMan
Clean the gutters
Check the promo-code success rate in StorMan
Create some new promo-codes in StorMan for the next few months + update any move-out Notices, etc where these promo-codes are mentioned
Check / change computer passwords
Check / change StorMan passwords
Run StorMan marketing reports (eg. reason for move out, reason for move in, how customers found you, etc)
Christmas Checklist
Write a Christmas Newsletter (include opening hours / days, a promo code for Refer-a-Friend) & send it out using StorMan’s Bulk Communication Wizard.
This document created by Andy Pudmenzky of StorMan Software.
Originally downloaded from