This document describes a storage space ERP and marketplace solution called Genie Manager. It allows storage companies to manage their business operations, facilities, units, customers, payments and more through an online system. Key features include online booking, QR code scanning, automated workflows, a tenant portal and mobile apps. The solution aims to streamline operations and provide benefits like increased efficiency and security.

1. A custom ERP & CRM solution developed specifically for the storage space industry.
Contact us now if you want to get a similar solution developed.
Contact: manojb@kanhasoft.com | Skype: kanhasoft
Storage Space ERP & Marketplace Solution

2. Genie Manager is an online Marketplace & a CRM tool especially developed for
self-storage companies. Allows companies to manage their entire business
operations on the backend and streamline their flow. The marketplace allows
general customers to search for required units and book them.

3. What does this solution
actually do?

4. Online unit booking, facility management, online payments
Conduct move-ins with QR code scanning & 2-factor authentication of leases
Tenants, Lease Management and Lease Documents
Management of invoices, payments, ticketing, work order operations
Auction & Defaulter list and live chat communication
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Various report in graphical & tabular format
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5. Few Technical
Things

6. Few Technical Things
AngularJS, HTML5, CSS3CodeIgniter with RESTful architecture
MySQL Database with REST APIs
Secure Payment System with Offline
and Online Payments
SaaS based solution with subdomain
for each company
Multi-Tenant & SOA Architecture

7. Key Modules

8. Leads Management
 Feature rich and hassle free lead management
 Set the chances to close the lead and track your hot leads easily
 Various filters to narrow down list by status, requirement type, % chance of closure and tags
 Enter various required information of the lead like contact details, requirements, initial quoted amount
and type of storage required
 Manage custom fields like textbox, checkbox and radio button type
 Manage lead sources & set follow up reminders
 Lead history & comments makes easy to track lead activity

9. Leads Management
Lead Listing
Custom Fields
Lead Generation

10. Quotes & Booking Management
 Quote Management with details such as Lead, units required, pricing & all commercials
 Detailed pricing breakdown with pro-rated calculation, discounts, taxes, short term/long term premiums and
deposits
 Automatically puts the units on reserve once a quote is created
 Preview the quote details, download as PDF or directly email to lead
 Convert a quote to a booking and automatically lead gets converted to customer
 Allow payments directly online or via offline debit order as well
 Automatically manages status of the units and the lease agreement
Get Your Quote

11. Quotes & Booking Management
Booking
Quotes

12. Lease & Calendar
 Manage template for lease management and automatically generate upon booking
 Auto generation of Lease QR code to smoothen the customer on-boarding process
 View Lease reports to know the whether the lease is for short term or long term
 Intuitive calendar to have a summarized & detailed look on tasks and events including customer move ins &
work orders
 Search for the tasks/events using company name, facility name, customer or assigned staff

14. Calendar

15. Facility Management
 Manage inventory of facilities and individual units inside a facility
 Management of multi-floored facilities with block-wise division
 Maintain (auto/manual) statuses for each individual units and view its detailed information
 Statuses like Vacant, Reserved, Occupied, Maintenance, Locked, Vacating, Company Office
 Unit history which allows to see all the actions taken on a particular unit
 Each unit has its unique code QR code which is required at the time of Move in
 Each unit consists of its current tenant details (if booked), their booking, lease type, floor number & unit price
history

16. Facility, Units & Blocks

17. Move In & Move Out
 Validate and confirm the customer move in process with two-sided QR code scanning authentication
 View move-in and move-out events on calendar, list and receive reminders for the same
 Move in details include the unit details, move in date & status
 Manage required documentation like booking invoice, personal IDs, address proof, etc.
 Conduct move-ins with QR code scanning, facilitated by Android & iOS mobile apps
 View and handle requests for move-out from tenants and maintain its status
 Track unpaid invoices and pending due for any tenant upon move-out request
 Auto-actions placed upon move-out request in case of pending due

18. Move-ins
Move Out
Listing

19. Work Order
 Powerful yet easy to use work order module helps to manage internal tasks of the company
 Assigning of work order to respective staff and maintain status with appropriate notification to parties
 New work order request needs to set the due date, the facility and the associated booking (if required)
 System also allows managing the work order templates, which is auto-activated
 In workflow automation, user can set the event where selected work order template will be auto assigned
 Manage the approval & work order status

21. Ticket Management
 Receive maintenance/repair requests directly from tenants via front end interface or mobile apps
 Organization admin can also generate a ticket for any of the task or maintenance he/she required for
 Received request will be assigned to respective members
 Ticket History to track all the actions performed for requested maintenance/repair
 Manage assigned tickets with status i.e. In Process or Closed

22. View Ticket Summary
Ticket Listing

23. Workflow Automation
 Created automated action upon certain events and triggers
 Several triggers to choose from ranging from lease status change, payment status to work orders and custom
field entry
 Available actions like sending notification, auto create work order and setting custom fields
 Assigning work order template to be executed upon workflow trigger
 Apply email template to be used for sending notification to associated parties

25. Tenants & Tenant Portal
 List of tenants available in the system with tenant details and the company they are associated with or have
booked units for
 View the bookings of the tenant including all bookings along with all their associated information
 Ability to add credit/debit notes or charge a penalty
 Tenant backend portal allowing them to view their current/past bookings, invoices and other required
information
 Generate a ticket for any booking and track its status
 Group actions on list of tickets or edit individual ticket

27. Payments
 System comprises of offline and online payment method
 Organization has right to set the payment method for customer
 If it is Online than it can be via Credit Card or via Debit Card
 If it is offline mode than customer can pay via cash or check
 Secure payment option is implemented where system will generate a unique Reference Id for each customer
and one sequence id will be provided by bank and both of them will be used in payment process. Without
these IDs payment will not be processed.

28. Payments
 For online payment via CC or Debit card, user can set the recurring date on which the payment will
automatically be deducted from the account. If user have not a minimum amount to deduct than system have
an alternate option where we can set the number of days in which if user added any money in his account
than it will be deducted from his account.
 In addition to this if user has booked a unit for X months and requested to Move out before the completion of
X months than the system will generate the invoices of remaining months and deduct the payments at once of
all those remaining invoices.

29. Auction
 Auction comprises of 2 parts i.e. Defaulter List & Under Auction
 Defaulter list will be the one where units will be added by default if payment is due/pending from tenant
 Set the limit after which the unit will be added to defaulter list if payment is pending from tenant side
 User can move the unit from defaulter list to auction list
 Auction can be online or an offline

30. Auction

31. Reports
 Around 20 types of different reports are generated into the system in graphical & tabular format
 Reports are for Leads, Customers, Units wise, Lease wise, Work Orders, Tenant Wise, Facility Wise, Lease
expiring, Company summary and many more

32. Reports
Graphical & Tabular format

33. 3rd Party Integrations

34. 3rd Party Integrations
XERO
Accounting
Google
Maps API
Location
SAGE Payment
API
HighChart
Graphs & Charts
Firebase Chat

35. Android & iOS Mobile & Tablet Apps

36. Benefits

37. Benefits  Unique platform for storage companies to manage the leads, customers and
units/facilities and get hassle free from any of the manual work.
 Leads Management helps to understand where leads are coming from
(sources), analyze effective lead reports, collect and track leads, manage
lead status
 Through Mobile & Web access, users can the system empowers users to get
work done from anywhere.
 Easy to maintain the leads using custom fields and also know the lead
priority via the % chance specified to close the lead.
 Make easy to maintain the facilities and the units along with its status
 Allows companies & owners to view the units which are occupied and which
are vacant for booking

38. Benefits
 Quote Module facilitates to get the quote & submit the same to customer via system only.
 No Need for any of the manual works and personal visiting at units & get the quote.
 Dashboard helps user to visualize and analyze the data-at-a glance which helps to know the business
performance
 Multiple types of custom reports help to evaluate the performance of each module and entities
 Multiple 3rd party integrations make the system more efficient, effective and time saving

39. Benefits
 Secure payment system make sure the payment processes are done securely for customers also and for
storage companies & admin also
 QR code scanners make system more secure as without QR scanning Move in process is not completed and as
QR code scanned system automatically update the status of booking as Move in.
 Ticket Module allows to easily requesting for any kind of issues at unit which makes easy for tenants to
complain or request for any maintenance/issue from system only