Self Storage Operator Toolkit [Free Templates]

It’s time to raise rates–but how do you tell renters tactfully and without causing confusion? Our Rental Rate Increase Letter gives you a good starting point.

Check off and update the status of your units easily with this fillable spreadsheet. Dropdown boxes make marking that a storage unit’s in need of cleaning, missing a lock, and more!

Sending a storage unit to auction isn’t an easy process–and it has more steps than most of us can remember. Use our Auction Checklist to take a delinquent storage unit all the way to auction, one step at a time.

Keep track of multiple collection call numbers and the specifics of each call. Our Collection Call Sheet gives you a rough checklist with multiple options for how the call went.

Need a fillable and clear document to finalize an online lien sale? Our Online Lien Sale Form spells everything out for a buyer, including what they’re responsible for now that the unit’s theirs.

Sometimes you need to waive a late fee–but you don’t want to get taken advantage of. Our Late Fee Waive Form gives you a way to offer a bit of grace to a renter while establishing a clear boundary for next time.

Our Key Release Form gives you an official and printable document for a tenant to release their storage unit keys to someone else in case of an emergency. It also informs the tenant that you’re not responsible for any damage that occurs as a result!

An easy-to-scan, customizable list for your operating budget. Manage your expenses and incoming easily month-by-month!

Hiring a new manager? Use our Manager Interview Questions for a quick and easy checklist of questions to ask during the interview–or use it to get ideas to expand your existing interview questions.

Training a new employee means a rundown of every process at your self storage facility. Use our checklist to keep track of training is complete and what’s next on the agenda.

Get valuable information about your advertising, sales, and operations processes from someone who knows them best–a former customer! Give a customer this survey when they move out and get immediate feedback for your self storage facility.

What information do you need from a tenant in active military service? Our Active Military Form gives you quick reference and documentation for your files.

Inform a tenant that they’re in need of a new lock for a variety of reasons. This easy-to-fill sheet is printable and can be sent to a tenant directly with information on what they need to do next.

With this authorization form template, a tenant can give you permission to cut a lock on their unit. It also releases you from any liability resulting from filling the request.

Give an existing tenant an official way to transfer their storage unit to a family member or friend–in a way that spells out their financial responsibility to any unpaid balance.

A fillable document that holds a tenant accountable for an agreed-upon balance. This release agreement informs the tenant what they still owe, to be paid a specific date, and states clearly how long they have to move out of their storage unit.

Time to audit your storage facility. Our checklist breaks down different areas to audit and gives you a quick reference for where to put your attention.

Sometimes a tenant just won’t pay rent. Offer both parties a way out with this abandonment document to make it official. The tenant releases ownership of any items in the storage unit in exchange for cancelling what they owe.

Give your manager this easy-to-scan checklist for opening duties, closing tasks, and daily upkeep that keeps your storage facility running smoothly.

Take a longer view of maintenance with this long-term checklist. Maintenance is split up into daily, weekly, monthly, quarterly, bi-annual, and annual list items.

Changing gate hours but not sure how to explain it to tenants? Use our fillable template to show tenants you’ve made the right call in a concise and professional manner.

Ready to buy another property? This letter of intent to purchase gets the ball rolling and outlines first steps between you and the seller.

A legal addendum template for vehicle storage at your self storage facility. Use it like a rental agreement but for RVs, boats, and other vehicles stored at your facility. Tenants sign an agreement to provide proof of ownership, registration, and more.

A new tenant may struggle to remember everything–but with this quick reference guide, they won’t have to! Send this filled template to a new renter so that they have it on hand–it offers instructions on what to do on their first day of renting and gathers all your contact information and hours in one place!

A templated letter that informs existing tenants at a facility you’ve purchased about the change in management. Assure your new renters that you’ll still provide them with quality service while also getting everyone on the same page about signing a new rental agreement.

An easy to print and duplicate maintenance checklist that can be marked off as your manager completes items. Pair it with the Daily Checklist or Facility Maintenance Checklist for extra accountability, or use it as a standalone resource!