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Once RentalPoint3 is configured to work with QuickBooks Online, every time you produce an invoice or credit, the information will be stored and ready to export to QuickBooks Online.
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Pick equipment for a booking using the RentalPoint Warehouse Prep mobile app OR from the RentalPoint Desktop menu. Real time updates allow multiple users to pick from the same list of equipment simultaneously! Picked assets are considered still ...
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12.1.2.2 Rev 7331 Sep 11th 2025 Bug Fixes: PR6376 Issue with booking_type_v32 and BookingProgressStatus PR6097 Job Costing Report (add technician group filter) PR6090 Locking review PR6095 Product Listing Report Issues PR6346 Comme...
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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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Last Updated: 04/09/2025
in Customers, Contacts & Venues
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Vendors are identified within the customer record. Use the vendor checkbox to identify your customer as a vendor, then proceed to add contacts as below. Within the Customer Record, maintain a list of associated contacts. The contact need onl...
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Last Updated: 04/09/2025
The Purchase Order Grid Operations Create/Edit Duplicate Approve Post Receive Print View Attachments/Audit Trail Archive Unlock ...
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Last Updated: 04/09/2025
in Purchase Orders
Archiving is a tool designed to improve performance and remove the clutter of non-relevant or old items in the RentalPoint system database. Archive a single received purchase order from the Purchase Order Grid via the Admin menu Archived P...
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Last Updated: 04/09/2025
in Purchase Orders
First highlight the purchase order, then click the delete option from the Admin menu. The system will prompt you for confirmation. If confirmed the purchase order will be deleted. Note that both normal purchase orders and cross rental purchase ...
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Last Updated: 04/09/2025
in Purchase Orders
There are several status levels for a purchase order: Approved – the purchase order has been reviewed and approved by the appropriate people. Posted – the purchase order is ready to be ordered from the supplying company. Received – the p...