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Setting up RentalPoint3 for emailing requires a little configuration. The type of setup will vary depending on your email provider. Please contact support@rentp.com with your provider details so that we may assist with any configuration as needed.
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Created On: 10/03/2022
in Reports & Templates
Customs Document/Carnet for Booked Items To meet international shipping requirements, RentalPoint offers functionality to build a Virtual Carnet for checked out bookings. Users can create a list of boxes/cases, allocate items to each c...
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Use the menu option to add a new contact OR double click on an existing contact on the grid to edit Details Notes Contains all notes pertaining to this specific contact. Picture Contains a picture of contact Payment Contains cred...
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Fig 1.1 - reference the number on the screenshot against the index below for more detail 1. Access to the Contacts Action menu 2. Use to select columns to display on the grid 3. Select Contact Scope allows for a more targeted view of contac...
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Both Crew Parameters and Labor Products must be set up before adding crew in the crew tab of a booking When editing a booking, the left hand menu organizes information under the following headings: The services you will charge the...
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RPSign can be used to request and receive digital signatures for documents when requesting quotes from clients. This is a built-in feature of RentalPoint3, so no third party application is needed.
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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.