Updated Articles

  1. Email from RentalPoint3

    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.
  2. Sales Form Integration

    Integrate Sales prospects from your website with RentalPoint3! New sales prospects click a link from your web site, fill out their contact details and general information, then send the request to you. Both you and the sales prospect will recei...
  3. 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.
  4. Pick Inventory for a booking / Warehouse Prep

    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 ...
  5. DocuSign

    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.
  6. Card File Control Panel

  7. Customer/Vendor Contacts

    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...
  8. Purchase Orders

    The Purchase Order Grid Operations Create/Edit  Duplicate  Approve  Post  Receive  Print  View Attachments/Audit Trail Archive  Unlock ...
  9. Archive a Purchase Order

    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...
  10. Delete a Purchase Order

    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 ...