Better understand what the Rentals tab is and what information is stored there
The Rentals tab in Cubby is your go-to location to find and manage your tenants.
There are three views you can alternative between in the Rentals tab:
- Default view
- Tenant view
- Payment view
Default view
- Contains a snapshot of your tenant’s overall accounting, including:
- Unit number, name, standing (aka overdue status), balance due, their unit’s pretax rate, their next charge date, Autopay status, and overlocked status
- Selecting Add overlock (or Remove overlock, if prompted) will change your tenant’s status from Overlock = Yes or Overlocked = No
Tenant view
- Contains a snapshot of your tenant’s basic information, including:
- Unit number, name, gate code, insurance, move-in date, phone number, and email
- Clicking on the “eye” will show or hide the tenant’s gate code
Payment view
- Contains a snapshot of your tenant’s payment information, including:
- Unit number, name, standing (aka overdue status), balance due, Autopay status, their last payment method used, their last payment date
In every view, you can take the following actions:
- Search directly for a tenant or unit number in the table’s search bar
- Filter between Active and Inactive tenants in the top right
- Note: if you cannot find a tenant in your initial search, try selecting Inactive!
- Create a new rental via the New rental button in the top right