Rentals

Move Swiftly Through the Rental Process

  • Quickly see rental status with visual indicators (pending, quote, reservation, checked out, checked in, closed, and cancelled)
  • See exactly what is needed to move the rental forward (i.e., collect deposit or check in inventory)
  • Click to take the action needed to move forward in the process (i.e., request signature & deposit)
  • Move the rental stage backwards, if needed
  • Set quotes to auto-convert when legal agreement and deposit requirements are met
  • See live updates to subtotal during rental creation

Manage Rental ID

  • See a rental ID automatically created for the rental and included on invoices
  • Add and display a custom ID, such as a customer Purchase Order number

Record Rental Notes

  • Record an unlimited number of notes on the rental
  • Format each note, including links
  • Mark each note as visible to customer or not
  • Add item notes, to be seen by internal team
  • See time stamps and list of which team member recorded the note

Establish Rental Defaults

  • Set default rental start and end times
  • Set default deposit amount and signature requirement
  • Set default delivery fee, including any combination of fixed fee, % of sales, and mileage fee (including mileage over a specified amount)
  • Clarify whether or not to include sales tax on delivery fees

Administer Fees and Discounts

  • Establish and name discounts (i.e., “friends and family” or “industry”)
  • Set discount as a percentage or fixed dollar amount
  • Specify discount as applicable to the just rental items or the entire order
  • Exclude any items from item-specific discount
  • See discount total on each rental
  • Establish and name fees
  • Set fee as a percentage or fixed dollar amount
  • Add fees or discounts to rentals
  • Record discounts by company or customer
  • Automatically include specified discounts on new rentals

Govern Damage Waiver Fees

  • Set a standard damage waiver fee, which can be a fixed amount, a % of item rental cost, or both
  • Remove or manually set damage waiver fee on given rentals
  • Exclude damage waiver fee from specified items
  • Specify the taxability of damage waiver fees

Manage and Communicate Event and Rental Timing

  • Establish event start and end day and time
  • Add off-shelf time
  • Add pick-up and drop-off time windows
  • Include flip time and notes (for when rental items are to be moved during the event)
  • Exclude event dates and/or times from customer communications
  • Hide delivery info and/or times from customer communications

Manage Expenses

  • Record expenses related to rentals
  • See expense info on the rental record
  • See net earnings after deducting expenses