Updated Articles

  1. RentalPoint3 Integration with QuickBooks Online

    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.
  2. RP3 Release Notes

    12.0.22.25 Rev 5950 - April 5th 2024 PR5892 - Load from Equipment list issue - FIXED PR5653 - Add New Operators issue - FIXED PR5885 - Doubling of lines in crew sub menus - FIXED PR 5815 - Tax Issues - when OP #74 is set to Location, th...
  3. Purchase Orders

    The Purchase Order Grid Operations Create/Edit  Duplicate  Approve  Post  Receive  Print  View Attachments/Audit Trail Archive  Unlock ...
  4. Purchase Order V Cross Rental - What's the Difference?

    A Cross Rental – (aka Sub Rental) is a rental from an outside source to temporarily supplement your inventory during an internal shortage. Purchase Order – is a purchase of equipment that is to be added to your inventory count. Bot...
  5. The Setup Menu

  6. Freight Setup

    The freight section allows for setup of the various pickup/delivery options offered to clients when booking equipment & services. Freight is set up outside the booking (usually during initial data setup) and selected during booking entry.
  7. Enter New Booking

    From the Booking Grid, click  , then choose then relevant booking type Fig 1.0 A customer booking is a compilation of information relevant to the job, stored under different tabs/sections, so that any one section can easily be edited withou...
  8. Crew Planner

    The Crew Planner Module provides a central location to manage crew assignments for multiple jobs and maintain technician schedules.
  9. Set up Labor/Crew Products

    These are services that your company offers via your technicians. Labour Products must exist in inventory before they can be added to a booking.
  10. Set up Technicians

    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.