Updated Articles

  1. Bookings Locked for Scanning

    Bookings Locked for Scanning Bookings 'Locked for Scanning' are identified with a   barcode icon against the booking number on the Booking Grid This functionality is generally used to affect a higher level of control over the warehouse checko...
  2. Software Booking Lock

    Locked Bookings The software will apply a booking lock while updating sections of the booking.  A Lock icon  beside any booking on the Booking Grid identifies bookings that are currently being edited by other users. Booking Lock Examples...
  3. Admin Booking Lock

    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...
  4. Two Factor Authentication (2FA)

    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...
  5. 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. Both Cross Rent...
  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 without loc...
  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.