Organizing Your Self-Storage Tenant Files

Comments
Print

By Keith Monaghan

Republished with permission from “The Self-Storage Manager,” a blog written by facility managers Keith and Janice Monaghan.

As a self-storage manager, you access your tenant files daily. Do you have a system to keep them organized? Without structure, your office will fall to ruin. Is that too dramatic? Maybe.

Organization helps us optimize our time and space. Let’s dive into a practical example of a tenant filing system.

Folder Structure

Each tenant should have a physical folder in which you store his files. There are two ways to organize your folders. First, you can have a folder for each tenant. Second, you can have a folder for each unit.

I recommend using the second option because once you create the unit folders, you don’t have to change them. With folders organized by name, you must add and remove folders or labels when tenants move in and out. It’s far better to organize the folders once and leave them alone than to continually change them.

Tab Alignment

Manila folders come with tabs along the top for labels that describe the folder contents. The tabs are positioned on the left, middle or right. They are staggered this way to make it easy to read the labels. This is a good solution for most situations.

However, in self-storage, unit numbers are usually progressive. They start with a low letter or number and move up. It’s actually easier to search through and find the folder you need if all the tabs line up. Therefore, when you purchase manila folders, find a pack where the tabs are all in the same position. I like folders with tabs in the middle position.

Folder Labels

I prefer to print labels rather than handwrite them. It makes them easier to read, and they look more professional. Using printable file labels, print a unit number onto each label exactly the way it appears in your storage software (0264, A-014, etc.). A good label to use is Avery White File Folder Labels for Laser and Inkjet Printers 8478. Using a corresponding template in a program like Microsoft Word will help you line up your unit numbers correctly on the label sheet. Position the unit number in the middle of each label.

Storage

Store your tenant files in a file drawer or cabinet. Where you put the folders depends on how many units your facility has. If it has 50 units or fewer, they might comfortably fit into the file drawer of your desk. You’ll be in and out of these files a lot, so make sure they aren’t too crowded.

Use hanging file folders, but only put three to five manila folders in each. When you have a couple long-term tenants in the same hanging folder, it becomes crowded very quickly. Also, the manila folders will start to pop out the top if there are too many in one hanging folder. If they get too high, the file drawer may not close. They’ll also obstruct labels behind them, making it harder to locate other files.

« Previous12Next »
Comments
comments powered by Disqus