Rental Essentials users are receiving an upgrade this week! In a “sprint” of agile programming, our amazing team of developers adds new features every few weeks. Here are some of the features in this “sprint” that Essentials users will be able to use when the upgrade is rolled out to their company.

  1. Zapier Integration

Zapier allows you to plug one software into another to perform actions. You can sign up for a free account with Zapier and create Zaps to automate your day. For example, you can create a Zap to email you when a certain item is rented or have new customers automatically added to a MailChimp list.

Now new quotes, transaction status changes, collected payments, signed e-Signatures, and many other transactions are triggers which will create Zaps. We’re currently beta testing the integration and if you’re an Essentials user who wants to be involved, please reach out to our support crew.

  1. Automatically Paid Transactions
    The "Configure Tax and Payment Options" option in the Essentials settings menuAn example of a zero-balance transaction in Essentials

Many Essentials customers use the software to track inventory or just for job costing. Now there’s an option for you to automatically pay all transactions and keep track of where your inventory is located – no need to mark transactions as paid throughout multiple software programs! Just go to the Admin > Confguration > Configure Tax and Payment Options menu, set to “do not collect payments,” and reservations will automatically be completed with a $0 balance due.

  1. Make Receiving Easier for Your Staff
    An example of a popup help section for receiving staff to guide them through the process

When receiving items from a transaction, you’ll notice a new help feature, which you can set to “Show” or “Hide.” The system will tell you useful information as you go through the process, helping staff determine whether to put items into maintenance, sell them, etc.

These are just a handful of the upgrades featured in Essentials’ most recent update. There are other process upgrades and options, more reports, and the iOS app has been rebuilt to improve navigation as well. To find out how Essentials can help you manage your inventory or your rental store, receive emails about all of our updates, and try out our Essentials demo site, sign up on our Essentials page.