Click  Save

Choose default factor group

Create factor groups

multiple factor groups.

Click

tings Configuration module

2,40.

If your equipment group, for example, Rigging has a usage period from 21-12-2020 (14:00) to 24-12-2020 (14:00), it is exactly 4 days. In your factor list, you can see this gives a factor of 2.40:

days.

oup_work Warehouse module, you can mark an item or serial number as either "Lost" or "Defect"

Ledger account

Add additional costs

Assign a ledger account to an additional cost

Edit the assigned ledger account for a project

Assign ledger account to default function

Edit the assigned ledger account for a project

Assign default ledger account

Add your ledger accounts

rental, sale, crew, transport, insurance, other, and default.

ttings Configuration module > Financial > Ledgers.

Change additional conditions for a project

Choose default additional conditions

Select yes or no for the following options

Go to the settings Configuration module > Financial > Financial. Under "Terms and conditions", drop a file or click to upload.

Filter by tag

Click  Save

enter 

enter

re_v

Afterwards, you can filter the shown items in a module by clicking on the label tags expand_more button and selecting your tag(s).

View history

label tags or filter_list filters active.  Remove your filters, and/or de-select all tags. In modules such as the table_chart Projects module, make sure to choose a long time period.

Archive subfolder in the category Equipment module

Select  the items you want to archive. Click the More actions more_vert button. Choose "Archive".

ategory Equipment module.

Decline rental request

Turn a request into a project

steps

Rental requests under the table_chart Projects module or by clicking on one of the three options described above.

Click on one of these notifications to directly go to the project request. In the project request list, each project is waiting for your rejection or approval.

On the dashboard, a new "project request" will be shown.

Send a request digitally

tivity.

UPDATE

ap_horizontal_circle Subrent module

The 'Project progress icons' column

Some helpful columns to add are: Already invoiced Project price Scheduled crew members Vehicles scheduled

'Crew members' and 'Vehicles'

Some useful presets are: Confirmed projects - Has filter 'Is confirmed'. Option projects - Has filter 'Is option'. My confirmed projects - Has filters 'Is confirmed' and fixed value for 'Account manager'. My option projects - Has filters 'Is option' and fixed value for 'Account manager'.  To be planned - Has filter 'Crew required' and 'Is confirmed'.

To choose a view in the Projects module: Click on list View: List expand_more button on the top-right of the module (if the view is on 'List'). Choose your preferred view.

Choose a view

Projects highlighted in light blue are in status Option or Concept. Projects in black are in status Confirmed, Prepped, In location or Returned. Greyed out projects are in status Cancelled.

Add equipment to existing subrent

Price

Subrental options

From the Subrental sub-folder of the Subrent module

From the Shortages sub-folder of the Subrent module

From the Equipment tab of a project

izontal_circle Subrent module

Add a subrent In the sub-folder Subrentals or in the Equipment tab of a project, you can add a new subrent for the needed equipment items. 

ter_list Filters

Subrentals,

In the sub-folder Shortages of the swap_horizontal_circle Subrent module

orizontal_circle Subrent module

Select  the kit Click on the More actions more_vert button. Choose 'Edit kit price based on content'.

Clic

'Update the content of the selected kits to the content of the respective kit in your database.'

Click on  Update

More actions more_v

Equipment

Data

ategory Equipment module

Critical stock

dit Edit.

tegory Equipment module

Select  an item in your project and click the More actions more_vert button  Choose 'Assign serial number'. The pop-up screen that opens shows an overview of your serial numbers and their availability. Select your preferred serial number and choose  Confirm  to book it for the project.

Select  an equipment item. Click watch_later Open timeline

Adding a temporary item or comment line

elect  the kit, click on the More actions more_vert 

on_ri

Equipment

Add a new equipment group

tegory Equipment module

chevron_ri

Select  multiple items and click edit Edit.

Equipment

Equipment

Accessories 

Content

Content

Create a kit

Create a case

Folder structure examples

Sort and move a folder

Edit or delete a folder

Add a new folder

this:  

Download our Wordpress webshop plugin here.

Regenerate token.

Go to settings Configuration > Account > Extensions. If deactivated, click Connect in the 'API' field. Click Show token.

Statistic view types and applications

status

Save

Choose column set expand_mo

+ Add statistic

oll Statistics

Scroll down to Files  Click on addAdd Drop a file or click to upload.

Scroll down to Files  Click directly on the file and click  Download  or click on the three dots more_vert to download.

Tasks

Use in searches - Enable this option to make this field for searchable in the overviews.

Go to the settings Configuration module > Settings > Extra input fields. Click + Add extra input field and fill in the following information:

(and scheduled crew on a project) Vehicles (and scheduled transport on a project)

Files

Details

Visibility

Use tags, filters and presets Click on the label Tags to filter by tags you have added to the task. Click on the filter_list Filters button to select filters. Think of filters as Completed, Not completed and Public (yes/no) Click on the blue text in the top left corner to select presets. Select a display periodThis determines and how far back/forward in time tasks should be displayed. Click on the calendar in the top left corner: date_range Save selection as presetYou can save your configuration as a (new) preset. This allows you to quickly switch between different presets within the Tasks module. Click on the blue text in the top left corner and click Save preset.

Click Add task

ter_list Filters

Go to one of the modules, double click on i.a. an equipment item, a contact or a vehicle to edit it. Scroll all the way down and click Add task Configure your task options and click Save

Tasks can be added in the Equipment, Contacts, Crew members, Vehicles, Subrents and Repairs modules.

Examples of tasks Projects: Contact customer X days before the project to check in on their wishes. Projects: Ask for customer's feedback X days after the project has ended. Contacts: Check in with an important lead to keep the contact warm. Vehicles: Bring to garage for yearly MOT.

Number series - Choose the default number series for quotations, contracts, invoices and credit notes that should be used for projects with this project type. Additional conditions - Choose the default additional conditions that should be used for projects with this project type. 

Warehouse packing slip template - Choose the default packing slip template that should be used for projects with this project type.

Go to the settings Configuration module > Settings > Project types Click + Add project type

letterhead.   By

it will be applied to all subprojects.

Split or merge a subproject When you split a subproject from the main project, it turns into its own main project. In a project, click subprojects expand_more to show subprojects. Next to a subproject, click on the downwards arrow: Choose call_split Split When you merge subprojects, all subprojects will be merged into one main project. If you merge subprojects with different statuses, the merged project will get the status of the subproject you've selected before merging. In a project, click subprojects expand_more to show subprojects. Next to a subproject, click on the downwards arrow: Choose merge_type Merge with others.

Move equipment group to another subproject

Create invoice for a subproject

Hide subproject from the planning only

Hide subproject on financial documents only

Show or hide on documents

In a project, click subprojects expand_more to show subprojects. Click on a subproject and go to the Time schedule tab. Use the dots to drag the time period from the main project to a subproject.

In a project, click subprojects expand_more to show subprojects. Click on a subproject and go to the Time schedule tab. Use the dots to drag the time period to the main project.

own

Duplicate a subproject

Add your first empty subproject

View subprojects

it.

Click on + Add project

Hide times on your quotation and invoices

Add a time period

Go to the Time schedule tab. Select a time period and click  Set as default time. In the pop-up, select whether the default time is for the planning period, usage period or both.  In the pop-up, select either to apply to the entire project or a subproject only. 

equipment

General tab and Time schedule tab

Project ProgressThe icons in project progress indicate which steps you have finished in your projects. These are the icons: The color gives an indication of what still has to be done. A red 'Crew & Transport' means that not all functions are fully planned on a confirmed project yet. The green color indicates that nothing has to be done. A yellow invoice icon means there are still unpaid invoices. Hover with your mouse over the icons to see more information. Click on them to go the corresponding tab.  Tasks/notes/filesRead our article about Tasks/notes/files for more information.

General information

schedule.

Example template On the right of the screen in the widget, you can choose an existing document to display as an example. This is useful to see what your template will look like with example information. Letterhead On the right of the screen, you can choose a default letterhead for this template.

For each template, you can configure the following:

Click +Add document template. Choose the right type of document for this template.

Duplicate

+Add document template

Template library button.

Go to the Configuration module > Customer communication > Document templates. In this overview, you will find:

slip

Export remark

Export status

and Accounting software journal

Under External extensions, go to Quickbooks and click on the Connect button.

For the option Export automatically, choose one of the following:

UPDATE - Scanner options in Rentman