Skip to content

Essentials Update: Customizable Contracts+

If you’re using Rental Essentials, your software just got updated! Here’s what you can expect to find:

  • We’re adding several customization options to your contracts – you can now choose colors based on RGB format, preview the document and customer front end, and if you’re a .css whiz (or know someone who is), you can customize even more options, like altering verbiage, removing barcodes, or even adding information to print on each contract.
  • It’s now easier to clear your system of old quotes and unpaid reservations – you can automatically select when those quotes or reservations will be canceled, based on how long they’ve been in the system. The cancelled quotes or reservations will be maintained in your history and tied to the customer record for recordkeeping.
  • When transactions are paid in full, a tag will automatically appear on a transaction in Workbench. You’ll never again have to open the transaction to check if it’s been paid! When you’re taking a payment or making a refund, you’ll also be able to see the contract’s full transaction history, line by line.
  • Essentials’ support center has been updated and is now easier to access, and you’ll be able easily get assistance via the search box, live chat, or by emailing our team.

We’ve also tweaked and upgraded several features, like being able to edit your transaction notes and reminders as well as remove your tags. Multi-store businesses now have improved accessibility and language capabilities along with new payments reports.

If your business is looking for efficient, intelligent cloud-based rental software, try Rental Essentials’ pre-loaded demo site free for 14 days by signing up today.

Share:

More Posts

Brad Kniep in the American Rental warehouse stands next to a stack of tables that are pre-staged to go on the next truck.

6+ Efficiency Tips & Tricks from a Rental Expert

6+ Efficiency Tips & Tricks from a Rental Expert   Everyone in the rental industry could use a little more time.   Few of them take as many opportunities to make more of it as Brad Kniep from American Rental. The company’s headquarters in Morton, Ill. is full of thoughtful

An overstocked parts shelf with grease-covered bins, including what looks like a repurposed red lunch meat container thrown in on top.

Stop Stocking So Many Parts!

We’ve all done it.   When I worked in the event industry, there was one year where people started asking about gold flatware. We jumped to stay ahead of the trend, purchasing over 1,000 pieces of gold place settings to match our existing gold-band plates. The fad never fully materialized,

A payment device sits on a red rental counter.

The Importance of PCI Compliance and Tokenization in the Tool & Event Rental Industry

Customers expect seamless, secure payment experiences, whether they’re renting heavy equipment for a construction project or booking event supplies for a wedding. However, with these transactions comes a significant responsibility: protecting customer payment data.   For businesses in the tool and event rental industries, ensuring PCI compliance and leveraging tokenization

Get your tailored demo today

Let’s find a solution for your business!