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Admin Booking Lock The Admin Booking Lock, is a manual lock applied to the booking by an operator, to prevent non qualified users from accessing it. Ability to apply Admin locks is controlled by operator privileges. Access the unlock optio...
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Set up secure login to your RentalPoint account use app verification/email/SMS/backup codes
Initial Setup Authenticator App 1. Follow the on screen instructions to secure your account with 2FA 2. Enter the 6-digit verification code g...
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Last Updated: 14/02/2024
in Purchase Orders 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. Both Cross Rent...
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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.
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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 without loc...
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Last Updated: 24/08/2023
in Crew Management The Crew Planner Module provides a central location to manage crew assignments for multiple jobs and maintain technician schedules.
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Last Updated: 24/08/2023
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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Last Updated: 24/08/2023
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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Last Updated: 24/08/2023
in Crew Management Crew Parameters are used to customize your company's crew preferences in RentalPoint
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Miscellaneous Costs are extra costs that can be added to a booking. These costs are not necessarily found in your Inventory Setup, however they are common costs that will be used and re-used on many bookings. Setting up costs ahead of time can speed...