Establish Permission Levels to Provide Everyone Appropriate Access
- Include all team members, including warehouse team, drivers, and contractors in the system
- Add photos of team members
- Use 5 pre-established permission settings: Admin, Manager, Team Member, Warehouse Manager, Warehouse – and a 6th, Super Admin, for businesses using Multilocation capabilities
- Adapt permission access levels with a simple click
- Prevent some team members from changing inventory pricing on orders
- Provide Warehouse team with the info they need, including pick lists, delivery info, and organization of inventory by header, while not including any pricing info
Assign Team Members to Orders
- Associate team members with orders
- Filter order list by team member
- Email order info to team members within the order record
- Send emails automatically to assigned team members
- Allow team members to be an account owner of specific customers
- Preconfigure commission rates for team members
Print Records from the System
- Support operations that use printed documents
- Print picklists, including signature lines for customers to use at delivery and pick-up
- Print or send PDF’s of invoices
- Create and print a PDF of selected orders, including all rental details or just the ones that you want, i.e. billing/invoice, rental details, picklist, documents, and routing
- Print reports
- Print any routing documents or maps
- Scale printed invoices to needed sizes See Video
- Print invoices with or without discounts visible See Video
Sync with Google Calendar
- Connect to a personal or business Google Calendar
- Automatically sync order dates onto your calendar
- Specify order status to sync (i.e., just reservations)