Operations

Day-to-day work,
already handled.

See what's happening, what needs attention, and what's already resolved. Exceptions surface automatically. Context is always there.

Tasks, conversations, and follow-ups in one place. AI summaries built in.

Unified view

Everything your team needs to know, in one place

Open any customer record and see the full picture. Bookings, payments, access, and conversations, all in one view, always up to date.

SC
Sarah ChenUnit C-24 · 3×3 Climate
Active
Balance

$0.00

Next invoice

15 Mar

Storer since

8 months · Started Jul 2024

Last visitYesterday, 6:42pm

No switching screens to answer basic questions.

No switching between systems. Everything about a storer in one place.

Day-to-day operations

Work that resolves itself

Most operational work isn't a task. It's something to keep checking, remembering, chasing. The system carries that instead.

Things to track Start of shift
5
Follow up with Jamie
Check who needs attention
Review unresolved tasks
Send payment reminders
Write handover notes
Watching...

The system tracks what needs attention so your team doesn't have to.

Your team focuses on work that actually needs them.

End of agreement

When agreements end, the system still knows what to do

Not every agreement ends cleanly. Storesync guides staff through move-outs, inspections, and final charges. Step by step.

Customer gives notice or the system flags an issue. Move-out date is set, and the countdown begins.

The clock starts automatically.

Agreement #2847

M. Torres · Unit C-08

Ending
Move-out scheduled

Notice given

14 Feb 2025

Move-out date

28 Feb 2025

Confirmation sent

Email and SMS delivered

14 days until move-out

Staff walk through with a guided checklist. Photos, notes, and condition are recorded on the spot.

No paper forms to lose.

Agreement #2847

M. Torres · Unit C-08

Ending
Move-out inspectionIn progress
Unit empty
Lock removed
Condition checkDamage noted
Photos uploaded
Photos attached

Cleaning, damage, extra days. Charges are added with context. Credits and deposits offset the balance.

Math is already done.

Agreement #2847

M. Torres · Unit C-08

Settling
Final charges
Extra days (3)$45.00
Cleaning fee$85.00
Wall damage repair$120.00
Subtotal$250.00
Deposit applied
Deposit held−$149.00

Amount due

$101.00

Final invoice or refund is issued automatically. Nothing is left open or unresolved.

No loose ends.

Agreement #2847

M. Torres · Unit C-08

Settling

$101.00 paid

Card ending 4242 · Just now

Final receipt sent

[email protected]

Balance cleared · Ready to close

Unit is released, records are archived, and the agreement is marked complete.

Unit is ready immediately.

Agreement #2847

M. Torres · Unit C-08

Closed

Agreement closed

28 Feb 2025 · All steps complete

Summary

Duration8 months, 14 days
Total paid$1,293.00
Final balance$0.00

Unit C-08 released

Available for new bookings

Nothing is improvised. Every ending follows the same clear path.

Leads and attribution

See what turns interest into revenue

Track every enquiry from first click to signed agreement. Know which sources convert and what each channel is worth.

Conversion funnel

This month

What Storesync sees

Source stays attached at every stage

Google Ads Campaign

New enquiry

SourceGoogle Ads
First touchWeb form
ResponsePending

Original source is tracked through every stage of the journey.

Sources tracked automatically

Every enquiry is tagged with its source and stays linked through to agreement.

Google Ads Website Google Business Referral

Source stays connected

Attribution follows the customer from first click to signed agreement.

Conversion visibility

See what converts and where customers drop off at each stage.

One system

Leads live alongside customers. No separate CRM or manual reconciliation.

For deeper analytics across facilities and brands, see Reporting.

Customer conversations

Every conversation, in context

Email, SMS, WhatsApp, and calls, all in one inbox, tied to the customer's record. AI summarises conversations and creates follow-ups automatically.

Unified inbox

Every channel in one place. Email, SMS, WhatsApp, and calls, all in one inbox tied to the customer record.

Full context

See who is contacting you and their history. Balance, unit, agreement status, all right there.

AI summaries

Calls transcribed. Sentiment detected. Context extracted without manual notes.

Auto follow-ups

Tasks created without typing anything. The system knows what needs attention.

Unified inboxAll channels

Email from Sarah

Payment question

2h ago

SMS from Mark

Access code issue

4h ago

Call from Lisa

Unit size query

Yesterday
SC
Sarah ChenUnit C-24 · Active
Balance

$0.00

Last contact

2 hours ago

All context in one view

AI analysisCall transcribed
Inbound call · 4:12

"I need help with my payment plan options"

PoliteQuestion

Automatically transcribed

Tasks createdAuto follow-ups

Follow up: Mark

Frustrated customer · Escalation

Call back: Lisa

Unit size inquiry

Nothing falls through

Staff focus on the conversation. The system handles everything else.

Team control

Clear control as teams and sites grow

Access to data, actions, and approvals is controlled by role, facility, and entity. The right people do their work without stepping outside their remit.

Role-based access

Permissions assigned by role, not person. Access updates when positions change.

Facility scoping

Staff see only facilities relevant to their work. Multi-site stays separated.

Approval limits

Refunds and write-offs require approval above thresholds. Enforced by the system.

Audit history

Every decision and approval is recorded. Answers are there when questions arise.

Facility access
SMSite Manager
Brookvale
Dee Why
Manly
FDFront Desk
Brookvale
Dee Why
Manly
Same system, different visibility based on role
Available actions
SMSite Manager
Refunds ≤$500
Manage agreements
Export data
FDFront Desk
Refunds ≤$500Request
Manage agreements
Create notes/tasks
Front Desk requests, Site Manager approves
Revenue visibility
FNFinance
All facility revenue
Payment details
Accounting exports
SMSite Manager
Facility revenue
Payment details
Accounting exports
Finance sees the numbers, managers see their sites

The right people can do their work. No one steps outside their remit.

Operations relief

Coordination that drops away

When everything stays connected, coordination stops being work. Finally.

Ready when you are

Operations that look after themselves

From on-site work to reporting and oversight, Storesync keeps everything aligned without constant checking.

Set up at your own pace. Cancel monthly plans anytime.

Coordination stops being work

Cookies

We use cookies to enhance your experience and analyse site usage. Learn more in our Cookies policy.