- May 2020
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Click Save
Deleted the last section of 'Change price factor in project', since it's already in the 'Note:'
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Choose default factor group
Change style
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Create factor groups
Change style
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multiple factor groups.
No bold
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Click
It's a single click now
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tings Configuration module
Symbol
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2,40.
2,40 + change image
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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:
4 days, + new image
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days.
Delete image
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oup_work Warehouse module, you can mark an item or serial number as either "Lost" or "Defect"
Add symbol + not italics but double quotations
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Ledger account
Add
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Add additional costs
Edit style
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Assign a ledger account to an additional cost
Edit style
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Edit the assigned ledger account for a project
Edit style
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Assign ledger account to default function
Edit style
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Edit the assigned ledger account for a project
Edit style
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Assign default ledger account
Edit style
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Add your ledger accounts
Edit style
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rental, sale, crew, transport, insurance, other, and default.
No italics
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ttings Configuration module > Financial > Ledgers.
Symbol
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Change additional conditions for a project
Buttons and symbols
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Choose default additional conditions
Buttons and symbols.
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Select yes or no for the following options
Yes and no instead of boxes
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Go to the settings Configuration module > Financial > Financial. Under "Terms and conditions", drop a file or click to upload.
Add symbol, delete image and change Slips to "Terms and conditions"
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Filter by tag
Change image, add tags button and change some text.
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Click Save
Button
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enter
Again, enter, not +
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enter
Press enter, not +
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re_v
symbol
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Image
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Afterwards, you can filter the shown items in a module by clicking on the label tags expand_more button and selecting your tag(s).
Change sentence and add tags button
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View history
Edit styling and change image
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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.
Add symbols
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Archive subfolder in the category Equipment module
Subfolder + symbol
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Select the items you want to archive. Click the More actions more_vert button. Choose "Archive".
Button, more actions and double quotes
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ategory Equipment module.
symbol
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Decline rental request
Different name
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Turn a request into a project
Delete all the old images in this section + make buttons
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steps
New image
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Rental requests under the table_chart Projects module or by clicking on one of the three options described above.
Add symbol
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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.
Changed the text a bit
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On the dashboard, a new "project request" will be shown.
I assume this will again be implemented
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Send a request digitally
Delete the bold text and make the send button
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tivity.
Delete the 'Note'
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UPDATE
In the old article, many things were in bold. Only keep the bold text which is in this article
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ap_horizontal_circle Subrent module
Add symbol
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The 'Project progress icons' column
New
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Some helpful columns to add are: Already invoiced Project price Scheduled crew members Vehicles scheduled
Bullet points
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'Crew members' and 'Vehicles'
Single quotation mark
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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'.
Better ordered the useful presets
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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.
Different steps
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Choose a view
Delete images and add symbols
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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.
Indicators are changed
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Add equipment to existing subrent
Add buttons/symbols and image
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Price
Change to switch instead of button
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Subrental options
Delete Location, add 'Contact person'. Add symbol. Change italics to single quotation marks. Bring 'Subrent type' up
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From the Subrental sub-folder of the Subrent module
Add buttons
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From the Shortages sub-folder of the Subrent module
Add symbols and buttons
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From the Equipment tab of a project
Add symbols and buttons
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izontal_circle Subrent module
Add symbol
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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.
Two possibilities
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ter_list Filters
Symbol
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Subrentals,
Bold
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Deleted a 's'
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In the sub-folder Shortages of the swap_horizontal_circle Subrent module
Different terminology
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orizontal_circle Subrent module
Symbol
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Select the kit Click on the More actions more_vert button. Choose 'Edit kit price based on content'.
Button, symbol and single quotation mark
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Clic
Button
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'Update the content of the selected kits to the content of the respective kit in your database.'
Single quotation marks
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Click on Update
Button
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More actions more_v
Symbol change
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Equipment
Italics
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support.rentman.io support.rentman.io
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Data
Italics
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ategory Equipment module
Add symbol + change image
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Critical stock
Add symbol + delete image. Currently it's not possible in the improved interface, but it probably will be there in the future.
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dit Edit.
Add symbol
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tegory Equipment module
Add symbol
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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.
Add icons/buttons
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Select an equipment item. Click watch_later Open timeline
New
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Adding a temporary item or comment line
Change images and steps
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elect the kit, click on the More actions more_vert
Icon change
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on_ri
Icon change
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Equipment
Italics
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Add a new equipment group
New steps
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tegory Equipment module
Add icon
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chevron_ri
Symbol change
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Select multiple items and click edit Edit.
Symbols
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Equipment
Italics
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Equipment
Italics
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Accessories
Change button
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Content
Change button
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Content
Change button
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Create a kit
Change buttons
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Create a case
Change buttons
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support.rentman.io support.rentman.io
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Folder structure examples
New examples
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Sort and move a folder
Changed steps, deleted the folder icons at the bullet points and added a new image.
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Edit or delete a folder
Changed steps
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Add a new folder
Changed both tabs
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this:
Image change
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Download our Wordpress webshop plugin here.
New link
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support.rentman.io support.rentman.io
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Regenerate token.
Different name
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Go to settings Configuration > Account > Extensions. If deactivated, click Connect in the 'API' field. Click Show token.
Different steps
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support.rentman.io support.rentman.io
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Statistic view types and applications
Changed the order of the categories to let it correspond with the pop-up in Rentman.
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status
New
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Save
Button change
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Choose column set expand_mo
Button change
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+ Add statistic
Button change
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oll Statistics
Add icon
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support.rentman.io support.rentman.io
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Scroll down to Files Click on addAdd Drop a file or click to upload.
New steps
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Scroll down to Files Click directly on the file and click Download or click on the three dots more_vert to download.
new steps
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Tasks
new
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support.rentman.io support.rentman.io
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Use in searches - Enable this option to make this field for searchable in the overviews.
New option
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Go to the settings Configuration module > Settings > Extra input fields. Click + Add extra input field and fill in the following information:
Changed buttons
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(and scheduled crew on a project) Vehicles (and scheduled transport on a project)
New
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support.rentman.io support.rentman.io
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Files
New
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Details
Changed name
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Visibility
Changed name
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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.
Changed structure
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Click Add task
Button change
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ter_list Filters
Button change
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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
Changed steps
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Tasks can be added in the Equipment, Contacts, Crew members, Vehicles, Subrents and Repairs modules.
Tasks can't be added to invoices anymore
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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.
Placed it under Add a task
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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.
Add
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Warehouse packing slip template - Choose the default packing slip template that should be used for projects with this project type.
Add
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Go to the settings Configuration module > Settings > Project types Click + Add project type
Adjust steps
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letterhead. By
Add enter
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it will be applied to all subprojects.
Remove image + Not bold
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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.
Different steps
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Move equipment group to another subproject
Not possible yet, but this will probably be the steps
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Create invoice for a subproject
Different steps
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Hide subproject from the planning only
Different steps
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Hide subproject on financial documents only
Different steps
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Show or hide on documents
Different steps + delete image
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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.
Different steps
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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.
Different steps
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own
Delete image
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Duplicate a subproject
Different steps
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Add your first empty subproject
Different steps
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View subprojects
Different steps + other image
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it.
Remove image
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Click on + Add project
Edit buttons
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Hide times on your quotation and invoices
Change paragraph
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Add a time period
New steps
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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.
New steps
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equipment
Remove image
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General tab and Time schedule tab
Add Time schedule tab
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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.
New (tasks/notes/files refers to different article than the 'notes' link)
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General information
Edit order of headers
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schedule.
Remove image
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- Apr 2020
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support.rentman.io support.rentman.io
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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.
'On the top' is changed to 'on the right' and change the image
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For each template, you can configure the following:
Remove 'Thin lines'
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Click +Add document template. Choose the right type of document for this template.
Change button name and image
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Duplicate
Change button name and change image
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+Add document template
Change button name
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Template library button.
Change button name
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Go to the Configuration module > Customer communication > Document templates. In this overview, you will find:
Remove image
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slip
Slip instead of note
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Export remark
Is no button anymore
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Export status
Is no button anymore
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and Accounting software journal
New option
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Under External extensions, go to Quickbooks and click on the Connect button.
Button name changed
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For the option Export automatically, choose one of the following:
Image changed
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support.rentman.io support.rentman.io
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UPDATE - Scanner options in Rentman
No changes made.
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