- by boxwell/August 11, 2022
Portable storage automation requires technological savvy, right? Not if you use software. As an owner or operator in the portable storage industry, you want to focus on growing your your business — not on automation. In the storage industry, there are several processes to automate. For example, billing, operations, maintenance, communications, and delivery, to name a few. Software simplifies the process.
Cathy Putnam of Stella Software LLC recently wrote a post about the importance of portable storage software. Stella offers a complete portable storage management software. Their web-based interface takes care of the nitty gritty, while you take care of your business. Below is an adapted version of her post:
With portable storage automation, you can:
Automating a business can be daunting and change is not easy. But the change is worth it. Think about all the time you can save if you don’t have to manage several different processes and systems. It’s so frustrating when a delivery is incorrect. Do you search for containers and need to drive to different locations to see what’s there? Automation can help! Plus, you can stop spending so much time on administrative tasks. Leave the invoices, inventory, scheduling, payments, and past due balances to the software.
Automate your sales, operations, and billing with portable storage software. You can save hours of time each week. What are your pain points? With automation, you will reduce human error and be able to focus on what is important. For example, you will have time for lead follow-up, confirmation calls, sales strategy, and growth.
You’ll be able to follow up with your leads and maximize your investment by filling the pipeline. Have time to make confirmation calls and tighten your communication with customers. Plan and grow with your outside sales. Improve relationships with partners, contractors, and realtors. And introduce new promotions or offerings.
Do you have portable storage in many locations? It can be daunting, and you may not know which containers are where. Are you spending time driving, counting, and checking on your inventory? This all adds up to wasted time and money. We’ve all been there!
When you automate, all that changes. You’ll be able to access available containers by size or status through the software. Portable storage software gives you data to forecast the need for more containers. And you’ll have access to historical data on a container. How great will it be to know when maintenance is due? Drivers can access details such as door direction, container placement, where to bring a full container for storage, etc. It’s simplification at the core.
Some feel that software de-humanizes the customer experience. But software enhances your position as the “expert” to the customer. Software also helps to mitigate human error by recording important key details. Stay organized! You can easily view a Google Map of a business or house through the software to make recommendations to the customer about container placement.
Additionally, you will have a list of necessary items (locks, blankets, straps, dolly, shelving, etc.) to make things easy for them. Software allows you to focus on the customer’s needs. Don’t get overwhelmed by the details. Let the software calculate the quote, navigate Google Maps, send reminders, and schedule the deliveries.
Top features to look for in portable storage software:
CRM FEATURE: Manage and track sales with follow-up reminders. This feature is built in and can log calls, emails, notes and confirm scheduling. This tool allows you to feel confident that your valuable leads are being covered.
VISUAL DASHBOARD: Managers can see daily and monthly data on revenue and stats. And current inventory details are at their fingertips. For example, they can see unit occupancy, revenue per box, # of boxes booked today, etc.
QUOTING AND BOOKING ORDERS: Portable storage software provides your staff with the ease of quoting and/or booking a customer. It leads you through all necessary information, including box placement & door direction with notes. Once you save a quote or book and order, it sends it to the customer.
CALENDAR INTEGRATION: Once you book an order, your manager schedules the known deliveries and hits, “send to calendar”. All pertinent information will be pre-scripted in the calendar. For instance, details include customer information, door direction, box size, box#, and location details.
REAL-TIME INVENTORY MANAGEMENT: You upload the portable storage containers’ ID numbers through the software. You can assign a box to an existing customer as “rented”, for example. As a customer’s box moves to a new address, the you track the box location to that new address. Once it is scheduled for a final pick up, the order is completed, and the box status will change to “empty”. You can view real time data of your inventory in the dashboard and see a detailed view by box size. You can also use the maps feature to see a Google Maps view of all your units.
SEAMLESS BILLING AND REPORTING: Portable storage software can bill your clients, perform refunds, void a transaction, re-charge a transaction, and do split card billing. It can also create reports and alerts for your managers.
If you’ve ever considered using portable storage automation, now is the time. With portable storage software, you’ll see an increase in productivity and revenue. And a decrease in wasted time and overhead. It may feels like everything is getting automated these days. But when the benefits outweigh the rest, it’s easy to see why. Check out Stella Software at www.runstella.com.
Boxwell provides storage solutions for all kinds of businesses. We achieve this by staying true to our product and really listening to our customers, our partners, and each other.
Our products include drive-up self-storage units, relocatable self-storage units, portable storage containers, residential storage containers, moving containers, and restoration containers. Intended to help you increase your business’ revenue-generating space, our portable containers and relocatable self-storage units are flexible, stackable, and beautiful! Boxwell is here to ensure that our products help you achieve your business goals.
At Boxwell, we pride ourselves on providing customers with the highest-quality storage containers on the market. We set out to reinvent storage and prove that a great product can be created through innovation and perseverance. As a team, we strive to evolve with our ever-growing industry.