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RentalPoint3 can be configured to connect with your subscription to DocuSign, in order to request and receive digital signatures from clients when requesting quotes, booking hardcopies, etc. DocuSign is a third-party application, and a subscription is necessary to use this functionality.
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Created On: 16/02/2022
in Crew Management A technician is defined as someone who works for your company, where the cost or scheduling of that work needs to be recorded against bookings in RentalPoint. Technicians associated with Labor Products in Inventory Setup can be assigned to those Labor Products within a booking.
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Created On: 16/02/2022
in Crew Management Crew Parameters are used to customize your company's crew preferences in RentalPoint
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Created On: 16/02/2022
in Crew Management These are services that your company offers via your technicians. Labour Products must exist in inventory before they can be added to a booking.
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View all Pick, Checkout, Returns and Losses recorded against a booking from the View-->Warehouse Sessions option First, highlight the booking on the grid, then follow the options below Alternatively, access the same option from the right click m...
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Return gear to a single booking, multiple bookings or a project using the Return Booking feature. Scan options available for RentalPoint3 include keyboard wedge, bluetooth and in device camera for barcode or QR Code scanning ...
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Address known issues with your browser when using RentalPoint3
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How to offer payment terms for larger amounts or jobs
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Inventory can be moved around in the tree structure using 'drag and drop' functionality. Using the mouse, simply click on the Group/Category/Product/Asset you want to move and drag it to its new position. The item will show an icon when it can...
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Undo picked or checked out items to a booking using this option. Access the Menu Option Highlight the booking on the Bookings Control Panel, then access the undo option from the menu at the top of the grid, or from the right click menu .... ...