One system for sales, operations and billing
Stella was built for portable storage from the ground up. Every module below sits on the same customer record, so a lead becomes a quote, a contract, a delivery and an invoice without anyone re-keying it.
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CRM & Sales
Manage and track sales with follow-up reminders built in.
Leads arrive with follow-up reminders built in, plus the ability to log calls, emails and notes and confirm scheduling. Every lead lands in one place, increasing your conversion rate.
- Follow-up reminders on every lead
- Log calls, emails and notes against the customer
- Website lead form feeds straight into Stella
- Automated quote via email and SMS
- Staff email and SMS alerts
Visual Dashboards
Real-time revenue, occupancy and inventory at a glance.
Open Stella and see where the business actually stands: simple view of totals.. revenue breakouts mirroring your P&L, movement activity, inventory stats & occupancy rates, revenue per container, daily bookings — all live and exportable reports to excel. Filter and sort by payment date or invoice date, location (mapped to qb location), attribution source, sales person and more.
- Revenue and daily bookings in real time
- Occupancy rate and revenue per container
- Deep dive into revenue detail — past, present and future
- Revenue by location, source, salesperson and more
Quoting & Booking
Guide staff through the sales journey, then send in one click.
Stella walks your team through the sales journey so they deliver consistent, professional service on every quote — capturing ancillary items and box placement details along the way, then auto-sending the quote to the customer.
- Rental, sales, rent-to-own, yard storage and relocation services
- Automated or user-generated one-click quotes
- Upsell add-ons, accessories and modifications captured
- Built-in one-click e-contract send
- Corporate customer detail management for invoicing & QBO: sub-customer, project manager, PO#/job name and more
Dispatch/Calendar Integration
Push delivery data straight to an Outlook or Google Calendar.
Bookings auto-populate Outlook and Google Calendar with the customer name, address, container location, release number, placement details, key accessories to bring or collect at return that your drivers actually need — and drivers can add container numbers and photos from the field.
- Container location and placement details
- Driver access to add container numbers and photos
- Customer info and all specific container information for efficient dispatching
- Scheduling transportations in an easy flow
- Discuss placement details with the customer to avoid delivery nightmares and save driver time
Real-Time Inventory
Know where every container is, what state it's in, and who has it with the history to back it up.
Keep track of your inventory easily. Fleet is imported with key data including container #, manufacturer, release #, purchase price, freight cost, date purchased, grade, color, door type, last inspection date, current status, and more. Stella automates statuses empty, rented, and sold, based on management of the order. Additional statuses allow for proper identification such as damaged, donation, in-house use, to be built, on order. Stella tracks location during the rental journey or the sale keeping historical records of each container. A Google Maps view of rentals reveal helpful marketing information as well as peace of mind for location tracking. Filter data by any field and export. Photo upload available
- Status per container: rented, sold, damaged or empty
- Relocation tracking across yards and sites
- Google Maps View of Rentals
- Sold Inventory Report to track Net Profit
Billing & Reporting
Recurring billing with pro-rating, refunds, voids, pre-payments, partial payments.
Stella creates QBO customer profiles, automates one-time sale invoices, recurring rental fees and future transportation charges, and handles refunds, voids, re-charges, pre-payments and misc charges. Automated alerts to your office and your customer for failed cards, past-due reminders, online payments and lien alerts mean you're in the know at all times when it comes to your revenue. Setting terms, past-due reminders, late fees, a lien fee and a lien email helps avoid and replace manual billing work. A collections report and a drilled-down monthly activity report give you the detail you need with a click.
- Automated recurring and transportation charges
- Auto pro-rating
- Customer billing notifications including failed card, past due, late and lien
- Refunds, voids, pre-payments, re-tries, manual charges
- Credit Card processing with Authorize.net gateway
- Deep dive reporting with filters, search and export
Google Maps
Embedded Google Maps view within work order and Inventory
Discuss container placement with customer while looking at an embedded google maps street and birds eye view typing in notes and door facing direction, which push to calendar when dispatching each transportation. Stella also uses google maps in inventory to see a live view of your rental locations, with a hover pin with detail.
- Convenient street and birds eye view of google maps in order
- Discuss placement details with customer before driver delivers
- View all rentals in a pinned google maps view in inventory
Insurance & Damage Waiver
Contents insurance and damage waiver options at the point of sale.
Offer contents insurance and damage waiver during quoting in Stella or within the embedded quote tool for your website. 3rd party reporting and contractual pages included. Options for customer to provide proof of insurance with automated email reminders to send a binder. If no proof of insurance, Stella can add them to the lowest level policy. Attach protection at booking rather than chasing it later!
- Contents insurance & container damage waiver options
- Upsell in Stella or on Lily Pad, the quote tool
- Reporting and contractual language included
- Email automation to customer to provide proof of insurance
- Optional automation to add lowest level option if proof of insurance not received
Promotions Tool
Run seasonal, monthly or annual discounts with promo codes for the website quote tool.
Create & manage all promotions in the promotions tool seamlessly. Build seasonal, monthly or annual discounts and apply them consistently across quotes inside of Stella and on the website quote tool, Lily Pad. Control what promotions you show in your quote tool and what promo codes consumers can type in. Deactivate or activate as needed. Embed promo codes in campaigns within redirect links.
- Feature clickable promotion on website quote tool
- Create seasonal, monthly and annual promotions
- Embed promo codes in redirect links
- Control what promos sales can use within a Work order
Multi-Box Booking
Book several container rentals or sales on a single order.
Customers who need three rental containers should not take three times the work. Multi-box booking keeps one order, one contract and one invoice from the start. One click scheduling and dispatching to calendar, creating a unique calendar entry for each container. Container sales with multiple containers is a given and easy... one invoice at the time of booking, even if delivery is in the future.
- Multiple containers per order
- Single contract and invoice
- Only schedule and push to the calendar once
- Pay-by-link capability
Data Migration
Bring your inventory, customers and postal/zip codes across.
Stella provides three upload forms — inventory, customer data and zip or postal codes — so switching systems doesn't mean re-keying years of records.
- Inventory upload
- Customer data upload
- Zip or postal code upload
Cloud-Based & Secure
Nothing to download. Hosted on Amazon Web Services.
Stella is Mac and PC friendly and runs entirely in the browser on AWS. A modern browser like Chrome and a decent connection is all your team needs — the only browser we don't recommend is Internet Explorer.
- No download or install
- Mac and PC friendly
- Hosted on Amazon Web Services
Portable Storage Rental
Container and box rental operators, from one yard to many.
The rental journey runs end to end on one record: a lead becomes a quote, a quote becomes a signed contract, the contract becomes a delivery on the calendar, and the container becomes a recurring invoice. Statuses move themselves as containers go out and come back, so what you see in inventory is what is actually in the yard.
- One-click quotes with ancillary items and placement details
- Built-in e-contract signing (Signiflow included)
- Live container status: rented, sold, damaged or empty
- Recurring rental billing straight into QuickBooks Online
Moving & Storage
Combined move and store workflows on a single order.
A customer who is moving and storing should not become two jobs in two systems. Multi-box booking keeps several containers on one order, one contract and one invoice, while each container still gets its own calendar entry so dispatch stays accurate. Relocation services sit alongside rentals and sales rather than in a spreadsheet next to them.
- Several containers on one order, contract and invoice
- A unique calendar entry per container for dispatch
- Relocation services managed alongside rentals and sales
- Placement details and accessories captured on the order
Rent-to-Own
R2O agreements managed alongside rentals and sales.
Rent-to-own is quoted, contracted and billed in the same flow as a rental, not bolted on afterwards. Quoting covers rental, sales, rent-to-own, yard storage and relocation services from the same screen, so staff follow one process whatever the customer signs up for, and the billing follows the agreement automatically.
- R2O quoted in the same flow as rentals and sales
- One-click e-contract send on the agreement
- Recurring billing that follows the agreement terms
- Sold inventory reporting to track net profit
Multi-Yard Operators
Track inventory, revenue and movement across locations.
Running more than one yard means knowing where every container is and which location earned the revenue. Relocation tracking follows containers between yards and sites, a pinned Google Maps view shows live rentals, and reporting breaks revenue out by location and salesperson so each yard can be read on its own or as part of the whole.
- Relocation tracking across yards and sites
- Pinned Google Maps view of every live rental
- Revenue by location, source and salesperson
- Unlimited users, so every yard's staff are on the system
See Stella running your workflow
We'll show you how a yard actually runs — quoting, dispatch, billing and all.