Unit Manger in Insights gives you the ability to easily manage your units and inventory that display on your website. This article will detail how to use Unit Manager as well as go over some best practices.
Add a Unit
Adding units to your website is easy with Unit Manager. Follow the steps below to get a unit (s) added to your website:
Navigate to and click Unit icon on the Insights dashboard
Choose the location and click Add unit
Select your unit size and click Add unit
In the Unit Information window, you can edit the Location, Label, Unit size, and add Description details
To show unit on the website, click Show on website and click Create Unit
You have now added your unit to the website. Let's take a look at how to edit the unit!
Edit a Unit
Once you have added a unit, you can edit various properties of the unit. Let's have a look at the different properties you can edit.
Select the location and click Edit unit on the unit you wish to edit
In the Unit Information window, you can edit the Location, Label, Unit size, and Description.
You can also edit if you want the unit to display on the website or not
Click Save Updates once you have made any changes
In the Unit types window, you can name the unit type, add amenities, change pricing and adjust inventory.
There are a variety of unit type names available, and you can add your own custom unit type name by simply typing the it in the Name box.
There are a variety of amenities you can assign to a unit type, and you can add your own custom amenities by simply typing them in the Amenities box.
You can adjust both your minimum and compare price. The Min. Price will be the actual price for the unit, and the Compare Price will display on the website with a slash-through.
You can adjust the inventory of the unit type by typing the number in the Inventory box or by using the up and down arrows
Pug Pro Tip: You can have multiple unit types for a particular size of unit. For example, you can have three unit types of 10x10s that have different amenities and pricing (Drive-up Storage, Climate Control Storage, Premium Indoor Storage, etc.). The different unit types will then appear as options on the website.
Delete a Unit
If you need to delete a unit or unit type, you can do so easily using Unit Manager in Insights.
Select the location of the unit you wish to delete and then click More
Select Delete from the drop-down menu
To delete a unit type, select the location of the unit type and click Edit unit
Scroll down to Unit types window and click the Gear next to the unity type you wish to delete
Click Delete to remove the unit type
When you need to update inventory for one or more units, you can do so easily using Unit Manager in Insights. Let's have a look:
Click Inventory on the Insights dashboard home screen
Select the location which needs inventory adjustments
Find the unit which needs adjustment
When the Add is selected, use the + and - buttons to add or remove inventory and then click Save
When the Set is selected, you can input the desired inventory number in the number box and then click Save
Updating Website After Changes/Edits
After you have made your additions or edits in Unit Manager, you will need to save those changes and push them live to your website.
Whenever you make additions or edits, the All Good button will change to purple and will say Save Updates. Click that button to save your changes.
To publish the changes live to your website, you will need to click the Publish changes button.
Best Practices (Pug Pro Tips)
Below are a few best practices to get the most out of Unit Manager in Insights. Let's have a look!
Check your inventory in Unit Manager in Insights once a week to make sure that the available inventory closely matches the available inventory you have in your property management software. Ultimately, we don't ever want to be in a situation where your website shows more available inventory than you actually have.
Don't add all your available inventory to the website in order to leave yourself a little inventory buffer. For example, if you have 8 available 10x10s for rent, maybe only add 6 of those to the website. The idea being is to have a couple unit buffer so you can mitigate the possibility of renting a unit on the website that isn't actually available.
Add amenities to your unit types to highlight and showcase the awesome unit features so prospective tenants know exactly what they are getting!