Default Template Placeholder Definitions

Placeholder

Where it pulls from

ADDITIONAL_DEPOSIT

Customer Profile > Rentals > Deposit Paid > Additional Deposit > Additional Deposit Charged > Amount

ADDITIONAL_DEPOSIT_REFUND_AMOUNT

Customer Profile > Rentals > Deposit Paid > Additional Deposit > Additional Deposit Charged > Amount

ALTERNATE_ADDRESS

Customer Profile > Customer Information > Alternate Contact Information > Address (Street address, city, state & zip)

ALTERNATE_CITY_STATE_ZIP

Customer Profile > Customer Information > Alternate Contact Information > City, State & Zip

ALTERNATE_CONTACT

Customer Profile > Customer Information > Alternate Contact Information > Contact

ALTERNATE_PHONE_NUMBER

Customer Profile > Customer Information > Alternate Contact Information > Phone Number

ALTERNATE_STREET_ADDRESS

Customer Profile > Customer Information > Alternate Contact Information > Street Address Only

ALTERNATE_EMAIL

Customer Profile > Customer Information > Alternate Contact Information > Email

AUCTION_DATE

Auction Date appearing in the Red bar across the top of a Customer Profile.
This can be set by the lockout rules OR on the Customer Profile > Gate Access page

BALANCE

Customer Profile > Balance; total owed on the customers account (oustanding minus credit)

BILLING_CYCLE

Customer Profile > Rentals > Billing; shows number of months for the current billing cycle

CUSTOMER_ACCESS_CODE

Customer Profile > Customer Information > Account & Access > Access Code; this only works for the Storable Access Control (PDK)

CUSTOMER_ADDRESS

Customers Profile > Customer Information Contact > Address (Street address, city, state & zip)

CUSTOMER_CELL_PHONE_NUMBER

Customer Profile > Customer Information > Contact > Cell Phone

CUSTOMER_CITY_STATE_ZIP

Customer Profile > Customer Information > Contact > City, State & Zip

CUSTOMER_NAME

Customer Profile > Customer Information > Contact > Name

CUSTOMER_PASSWORD

Pulls customer password, can ONLY be used in Automatic templates

CUSTOMER_PHONE_NUMBER

Customer Profile > Customer Information > Contact > Phone

CUSTOMER_STREET_ADDRESS

Customers Profile > Customer Information Contact > > Street Address only

CUSTOMER_USERNAME

Customer Profile > Customer Information > Account & Access > Username

DATE

Todays date

DATE_IN_15_DAYS

The date in 15 days

DATE_IN_30_DAYS

The date in 30 days

DAVINCI_LOCK_CODE

This comes from DaVinci and CANNOT be changed/edited in our software

DAYS_BEHIND

Reports > Collections > Days behind

DEPOSIT

Customer Profile > Rentals > Deposit Paid >>> Deposit > Deposit Charged > Amount

DRIVERS_LICENSE_NUMBER

Customer Profile > Customer Information > Personal Information > Driver's License Number

DRIVERS_LICENSE_STATE

Customer Profile > Customer Information > Personal Information > Driver's License State

EMAIL_ADDRESS

Customer Profile > Customer Information > Contact > Email

EMERGENCY_CONTACT

Customer Profile > Customer Information > Personal Information > Emergency Contact

EMERGENCY_CONTACT_PHONE_NUMBER

Customers Profile > Customer Information Personal Information > > Emergency Contact Phone Number

EMPLOYER_NAME

Customers Profile > Customer Information Personal Information > > Employer Name

EMPLOYER_PHONE_NUMBER

Customer Profile > Customer Information > Personal Information > Employer Phone Number

FACILITY_ADDRESS

Setup > Contact > Billing Address > Address

FACILITY_CITY

Setup > Contact > Billing Address > City

FACILITY_EMAIL

Email, Txt & Print > Settings > Email Settings > Notifications Email

FACILITY_NAME

Setup > Contact > General > Facility Name

FACILITY_PHONE

Setup > Contact > Billing Address > Phone

FACILITY_PHYSICAL_ADDRESS

Setup > Contact > Physical Address > Physical Address

FACILITY_PHYSICAL_CITY

Setup > Contact > Physical Address > Physical City

FACILITY_PHYSICAL_STATE

Setup > Contact > Physical Address > Physical State

FACILITY_PHYSICAL_ZIP

Setup > Contact > Physical Address > Physical Zip

FACILITY_STATE

Setup > Contact > Billing Address > State/Province

FACILITY_URL

Setup > Contact > General > Website Address

FACILITY_ZIP

Setup > Contact > Billing Address > Zip/Postal Code

GATE_KEY

Customers Profile > Rentals > Details > Gate Key

INSURANCE_CERTIFICATE_NUMBER

Only works when StorSmart is enabled

INSURANCE_COVERAGE_AMOUNT

Customer Profile > Rentals > Billing > Insurance >>> Active Policy > Coverage

INSURANCE_DOCUMENT_SIGNATURE_URL

Only works when StorSmart is enabled

INSURANCE_FACILITY_NUMBER

Only works when StorSmart is enabled; Setup > Insurance > Storsmart Settings > Facility ID

INSURANCE_POLICY_URL

Only works when StorSmart is enabled

INSURANCE_PREMIUM_AMOUNT

Customer Profile > Rentals > Billing > Insurance >>> Active Policy > Premium

INSURANCE_SIGNATURE_DATE

Only works when StorSmart is enabled

INSURANCE_START_DATE

Customer Profile > Rentals > Billing > Insurance >>> Active Policy > Start Date

MAX_12_MONTH_PRICE

Units > Unit Types > Edit > Max Price over First 12 Months

Note: available for California facilities only

NEXT_BILL_DUE

Customer Inforamtion > Rentals > Billing > Next Bill Due

PAID_TO_DATE

Customer Profile > Rentals > Billing > Paid to Date

PAST_DUE_BALANCE

Coming Soon! Shows the balance of all invoices that are past due

PAST_DUE_LINE_ITEMS

Customer Profile > Billing HIstory > All unpaid, past due line items (they will show in the order they are in the Billing History)

PREVIOUS_RENT

Customer Profile > Billing History > Last Rent Invoice amount
This placeholder will pull in the tenant's previous Rental Rate. Ex: If the tenant had a rate increase last year from $75 to $100, this placeholder will insert $75 into the document. 

PREVIOUS_RENT_DUE_ON

Customer Profile > Billing History > Last Invoice Due Date
This will only work if there are no other invoices/fees for that unit invoiced after the rent invoice

PREVIOUS_RENT_PLUS_TAX

Customer Profile > Billing History > Last Rent Invoice amount; tax will be included in the price

This placeholder will pull in the tenant's previous Rental Rate. Ex: If the tenant had a rate increase last year from $75 to $100, this placeholder will insert $75 into the document. 

PROMOTIONAL_DETAILS

Displays the Promo_beginning_date (calculated as the rental date plus any promotion’s configured start offset for the facility) and Promo_end_date: (calculated by adding the facility’s configured promotion duration (in billing cycles) to the Promo_beginning_date)).

RENT

Customer Profile > Rentals > Biling

RENT_DUE_ON

Customer Profile > Rentals > Billing > Edit >>> Next Bill Due
This will differ from NEXT_BILL_DUE if an invoice has been billed but is not yet due.

RENT_PLUS_TAX

Customers Profile > Rentals > Billing; it will show the tax included in the price

RENTAL_BILLING_DAY_OF_MONTH

Customer Profile > Rentals > Billing > Next Bill Due > Day

RENTAL_DEPOSIT_REFUND

Customer Profile > Rentals > Billing > Deposit Paid
Adds this full verbiage, "Our records indicate that you have paid a deposit for this unit in the amount of $total deposit amount.
After reviewing your account we will be refunding $Deposit refund amount from the original deposit paid."

RENTAL_DEPOSIT_REFUND_AMOUNT

Customer Profile > Rentals > Billing > Deposit refund amount entered on Move out

RENTAL_MOVE_IN_DATE

Customer Profile > Rentals > Details > Move-In Date

RENTAL_SCHEDULED_MOVE_OUT_DATE

Customer Profile > Rentals > Move Out > Move-out Scheduled

RENTAL_SCHEDULED_PRICE_CHANGE_DATE

Customer Profile > Rentals > Yellow Alert > View >>> Change Date

RESERVATION_AMOUNT

Customer Profile > Billing History > Reservation Invoice

RESERVATION_AMOUNT_PAID

Customer Profile > Billing History > Amount of the Reservation Invoice that has been marked paid

RESERVATION_DATE

Customer Profile > Reservation > Details > Date Reserved

RESERVATION_DESIRED_MOVE_IN_DATE

Customer Profile > Reservation > Details > Desired Move-In Date

SCHEDULED_RENT

Customer Profile > Rentals > Yellow Alert > View >>> New Monthly Amount

SCHEDULED_RENT_PLUS_TAX

Customer Profile > Rentals > Yellow Alert > View >>> New Monthly Amount; it will show the tax included in the price

SETUP_FEE

Customer Profile > Rentals > Unit >>> Setup Fee Amount (this will be the row beneath the pricing options or deposit)

SETUP_FEE_NAME

Customer Profile > Rentals > Unit >>> Setup Name (this will be the row beneath the pricing options or the deposit)
Name varies based on what you set up in the Unit Type

SOCIAL_SECURITY_NUMBER

Customer Profile > Customer Information > Personal Information > Social Security Number

STORAGE_AGREEMENT_URL

Customer Profile > Rentals > Details > Storage Agreement; the link is not available to view unless the email/text is sent

TENANT_PROTECTION_FEE

Only works when TPP is enabled; Customer Profile > Rentals > Details > Tenant Protection >>> Active Plan > Fee

TENANT_PROTECTION_LIMIT

Only works when TPP is enabled; Customer Profile > Rentals > Details > Tenant Protection >>> Active Plan > Limit

TENANT_PROTECTION_START_DATE

Only works when TPP is enabled; Customer Profile > Rentals > Details > Tenant Protection >>> Active Plan > Created

TRANSACTION_EXPLANATION

Customer Profile > Billing History > Payment; Only works in the Receipt templates (Automatic & Manual)

TRANSACTION_MESSAGE

Customer Profile > Billing History > Payment; Only works in the Receipt templates (Automatic & Manual)

TRANSACTION_PAYMENT_AMOUNT

Customer Profile > Billing History > Payment; Only works in the Receipt templates (Automatic & Manual)

TRANSACTION_PAYMENT_DATE

Customer Profile > Billing History > Payment; Only works in the Receipt templates (Automatic & Manual)

UNIT

Customer Profile > Rentals > Unit

UNIT_NOTES

Customer Profile > Rentals > Unit >>> Notes

UNIT_SIZE

Customer Profile > Rentals > Details > Size

UNIT_TYPE_PRICE

Customer Profile > Rentals > Unit >>> Pricing Options (whichever biling cycle the customer has for that unit)

UNPAID_LINE_ITEMS

Customer Profile > Billing HIstory > All unpaid line items