Better information allows you to give better customer service and also run your business more efficiently. 

Unit Trac offers the Notes field within a lease to help you keep track of any information you want to remember about a lease or customer: payment activity, conversations with customers, or refunds for future reference. 

To add a note:

Step 1 - Find and click on the customer name in the My Customers list.

Step 2 - Under the customer's General information, find the notes section on the right hand side.

Step 3 - Click the blue 'Add' button to add a new note about the customer or one of their leases.

Step 4 - Enter any pertinent information you want to reference in the future, and click Save.  Don't worry...the customer will not see your notes; these are for your reference only.

Note: To upload pictures or documents to a lease Click here for more info.