Move Swiftly Through the Rental Process
- Quickly see order status with visual indicators (pending, quote, reservation, checked out, checked in, closed, and cancelled)
- See exactly what is needed to move the order 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 order stage backwards, if needed
- Set quotes to auto-convert when legal agreement and deposit requirements are met
- See live updates to subtotal during order creation
- Bulk email invoices from the orders pages
Manage Rental Information
- See an order ID automatically created for the rental and included on invoices
- Add and display a custom ID, such as a customer Purchase Order number
- Capture referral source, and include referral data on export reports
Record Rental Notes
- Record an unlimited number of notes on the order
- 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 order start and end times
- Set default deposit amount and signature requirement
- Set default delivery fee, including any combination of fixed fee, percentage of sales, and mileage fee (including mileage over a specified amount)
- Clarify whether or not to include sales tax on delivery fees
- Set a default delivery type for new orders – ship, pick-up, or delivery
- Add custom delivery fees based on zip codes See Video
Administer Fees and Discounts
- Establish and name discounts and fees (i.e., “friends and family” or “industry”)
- Set discount or fee as a percentage or fixed dollar amount
- Easily edit fees and discounts if a change is needed See Video
- Specify discount or fee as applicable to just the order items or the entire order
- Exclude any items from item-specific discount or fee
- See discount and fee total on each order
- Add fees or discounts to orders
- Record discounts by company or customer
- Automatically include specified discounts on new orders
- Add and remove credit card fees per order See Video
- Mark inventory and services as eligible or ineligible for discounts
- Auto populate fees on new orders
Govern Damage Waiver Fees
- Set a standard damage waiver fee, which can be a fixed amount, a percentage of item order cost, or both
- Remove or manually set damage waiver fee on given orders
- 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 order 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
- Determine a “set by” time to inform team members when rentals should be set up for an event by
Manage Expenses
- Record expenses related to orders
- See expense info on the order record
- See net earnings after deducting expenses