171 Matching Annotations
  1. Sep 2020
    1. 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.

      changed

    1. In the category Equipment module, select  all items that you want to download the QR codes of. Click on the More actions more_vert button and choose 'Create document'. Choose a template, a letterhead, which serial numbers to include, and if you want to add a personal text. Click on  Generate Download the file by clicking the download icon  (Optional) Click save 'Save to item' to connect this tag to its equipment

      Styling

    2. Go to the category Equipment module, and double-click on an item to open it. To assign a code to the serial numbers of that item, open now the Serial numbers tab

      Style change

    1. More options more_vert - Click more_vert to "Create document" or "Open project" Notes - Click on  + add note to add project notes.  - Click on "Done" to advance a project to its next status.  - Click on "Book" start booking equipment.

      Completely changed

    2. On location / Expected back - This is the equipment of projects that are taking place. You can navigate between the tabs:  All projects on location  Projects expected back that day 

      reworded

  2. Aug 2020
    1. Request availability for times of function: the crew member will receive an email with the question "Are you available for this period?". If the crew member chooses "Yes", the crew member is shown as available. If "No" is chosen, the crew member is shown as not available. No project or function details are shown. After confirmation directly visibly planned on function: the crew member will receive an email with the question "Are you available for this position?". If the crew member chooses "Yes", the crew member is immediately scheduled for the position. After confirmation invisibly planned on function: the crew member will receive an email with the question "Are you available for this function?". If the crew member chooses "Yes", the crew member is planned invisibly for the function.

      Bulleted, bolded, and copy/pasted content from the little info boxes in the browser

    2. Good to know: The invitation will be sent within 15 minutes. Multiple invitations within 15 minutes will be combined into one email with multiple options. Invitations can also be received and answered in the Rentman Mobile app. Click on "Invitations" in the app and you will see an overview of all outstanding invitations. Push notifications can be sent to the app for new invitations. Make sure Rentman Mobile has the rights to send push notifications in the app settings and the notifications in Rentman Web have been set up correctly.

      Condensed, rephrased and bulleted

    3. Invite for a function Select  one or multiple crew functions and select  one or multiple crew members Click "Invite" Configure the following settings: Invitation type  Due date Add or delete crew members Add a message (optional: create/apply a template) Click  Invite

      Rephrased + styling

    1. In the example above this crew member is unavailable on Wednesday, available on Thursday, and on Friday their availability is unknown. the 3rd and the 4th.

      Updated and replaced screenshot

    2. In either the Crew scheduling tab of a project or the account_circle Crew planner module, select a function to see which crew members are available. The availability is shown in the crew column on the left and is indicated by color. Crew members can be displayed in the following colors:

      styling

    1. Choose this option to communicate the complete planning of every member and vehicle.  Create a callsheet for a project. Click email on the top right of the page. Select the recipients and add a message. Click  Send email

      Moved up + styling

    2. Go to the account_circle Crew planner module or the Crew scheduling tab in a project. Click on the   mail_outline  Send planning  button on the top bar. Select a period. Select the projects. Select crew members (if there has been a change since the last time you communicated the planning, the crew members affected by the change will have an orange button behind them). Optional: check the e-mails by clicking on "preview" on a crew member. Click  Send  in the bottom right corner. Optional: Add a custom email text. Click  Send

      Moved up + styling

    3. If your crew members regularly check the event My schedule module, you don't have to manually send the planning. On the event My schedule module each user can click on a project to see up-to-date information and add n

      Moved up+ styling

    1. The Activities subfolder Reporting activities is optional, but highly recommended. You can either link an activity to a project function or add it as a free text. In the Activities subfolder of the module, you find an overview of all the activities registered. Here you can easily compare each project function and the corresponding registered hours for that function. You can filter the activities, add different columns and group the activities by column to have a more focused overview.

      IT's called subfolder now

    1. Managing your stock levels  If you wish to learn more about how to keep track of your stock levels such as; how to enter equipment deliveries, lower your stock levels, and make manual stock corrections, you can read our support article on "Managing your stock levels"  

      added

    2. If a shortage has occurred after the count, the amount of missing items will automatically be added to the lost equipment section under the   build Maintenance module. 

      added

    3. Select all the equipment you want to count using the checkbox. Click on the more_vert more actions button. Select "Count inventory". In the General Information tab, you can find instructions about this functionality, and add a name and a remark for your inventory check.  Optional: You can also add tasks and notes to this inventory count.  In the Equipment tab, you will find all the equipment you selected. You can now count your equipment manually (double click on the "Counted" column) or use the scanning function. 

      steps in line with new interface

    1. If you don't have a file available yet, you can download a sample file during the importing process; see step 4 on how to import your vehicles. 

      Added

    1. Filters You can choose what should be shown in your overview, and what should be hidden. You can save your selection as a preset, to quickly switch between different configurations. By clicking filter_list Filters expand_more you can choose filters for your overview. Read more about filters here. Resources On the left side of your account_circle Crew planner module, your resources are shown. Click on the dropdown to choose between "Crew members", "Vehicles" and "Functions not scheduled". In this part it is also possible to search for notes or tags, to do this click on the label label icon or search in the field.  Funtions not scheduled are functions that you added without a date. By using drag and drop function you can drag the functions from the resources to the project timeline. This way you will be able to see the time length of the function. Timeline Select  one or multiple crew member(s) and click watch_later to show the timeline of the crew member(s) at the bottom of your screen. This timeline will show their planning. This way you get a clear view of when and where your crew is working.  Fullscreen To have a larger and clearer overview you can click on the fullscreen crop_free button. Click the button again and you will return to the usual view. Fullscreen mode will hide filters and other options, so you can focus on planning your crew only.

      Changed styling

    2. Overview settings

      Here, the merged article starts. Mostly style changes and the header 2 'Show' is added. Unscheduled functions is merged with header 2 'Resources'.

    3. Icons and colors The icons indicate functions: Crew function people Transport function local_shipping  Remark comment The color of a function indicates: whether the function is visible or invisible for crew members. Visible (dark blue)  Invisible (light blue)  whether there are enough crew members or vehicles (resources) planned on a function. Fully planned (green)  Not fully planned (red)  Fully planned, but the function is still invisible  Adjust function times When you move or drag a function, the times are automatically adjusted in the relevant project. Move the entire function Click and drag the function in the overview Change the time frameDrag the beginning or the end of a function Set a round trip For each function you can also display the travel time of the outward journey and/or the journey back in the overview. You can set these travel times when you create functions in your project. In the overview these travel times are displayed with light, diagonal striping:  You can also indicate whether a crew member uses these trips or not. You can do this as follows: Right-click a crew member. Choose edit Edit Under Travel time choose between: "No transport" "Round trip" "Only way there" "Only way back" Click  Save

      Changed complete styling

    1. You can easily navigate through your subprojects by making use of the following Shortcut: SHIFT + ALT + expand_more /  expand_less 

      Added shortcut

    1. Equipment images:  It is possible to add images to the equipment items of your database.  There are two ways of adding images:  Option one: upload under file-section   Navigate to the category Equipment module  Scroll down to the File section  Click on  + ADD   Upload your image Option two: upload in Image section Navigate to the category Equipment module  Click on Choose an image or existing default image.  Upload your image 

      Added new content

    1. Delete your trial data Go to the settings Configuration module > Settings > Empty database. Click the button:  Deleting the database may take up to 5 minutes. During this process, everyone will be logged out of their accounts.

      styling

    1. Email and phone support If you can’t find the answer you need in our Support Center, our support team is always ready to help you. Our email and phone support is free of charge, and we are happy to help you out.

      Placed it at the top of this article instead of the bottom, since I think it's more important

    1. Keeping Rentman invoices structured is important. It can be the case that you need to change the email address on which you want to receive invoices from Rentman, or that you want to download the invoice document. In this article, we explain how.

      New intro

    1. Increase number of power users Go to the settings Configuration module > Account > Licenses, and choose Upgrade. Input the amount of desired additional power users. Continue the process until your license is successfully upgraded. You are now ready to assign the power user role to your crew member in the group Crew members module

      Changed

    2. In this example, 3 power user roles are currently assigned. If your license covers 11 powers user roles in total, you still have 8 power user roles left to assign. 

      updated numbers

    3. A Rentman account always includes 1 power user by default. In this example, we also have 10 extra power users. Therefore, this license covers 11 power users in total.

      Updated numbers

    1. Assign rights and permissions Go to the people Crew members module, and add (or edit) a crew member. In the User role field, choose one of the user roles that you've configured earlier. Save your changes. If this is a new crew member, make sure to communicate their login details to them.

      Changed styling + flow

    1. Pin folder  In order to make sure that you can make optimal use of your screen size, your folders are by default folded in, and can be find at the top of your screen  However, if you prefer to have your folders display next to your equipment, you can pin them.  In one of the modules, click folder All folders expand_more (or the folders you have already selected) in the top left of your screen. At the top of the folder menu, click on lock_open   If you want to remove the pin, click on close  

      Added to pin folders

  3. Jul 2020
    1. Rentman tip: you can edit values for multiple selected equipment items at once. Select the items that you would like to edit, and choose edit edit. 

      removed more actions button, included edit symbol

    1. If you really want to terminate your license and cancel your Rentman account, you can do so by sending us an email, or by contacting us via the chat. Please click this link to send an email. 

      Added chat to the cancellation possibilites.

    1. Sometimes it happens that the import might fail (partially or totally). If this happens you can find all your answers in the import result like:  Which rows (crew member) failed.  Why did these rows (crew members) failed.  Which rows (crew members)have been imported successfully. At the bottom of the import result, you can download a file that contains all rows that failed, accompanied by the reason of failure. This gives you direct insight per row what the reason of failure is. 

      NEW UPDATE 9-7: Updated insight information on import from items to crew members

    1. Revenue (pie chart)  The revenue widget shows you your revenue overview per status of your project, per month. This pie chart is designed to give you clear insight into the distribution of your income en excepted income, and can be of help when a rough indication of the revenue situation is required. Besides showing the distribution of revenue, the widget also automatically compares the revenue per status of the project with last month revenue, and calculates the difference in percentages. In this way you can compare your results with that of a previous time period. This can give you an indication on which direction your business is currently going.  When we look at the revenue chart, it calculates the revenue based on the complete month, and compares it with the complete month before.  How does it calculated when projects are overlapping into different months?  A project is broken up into single days and depending on the period linear calculated in line with the number of days. This means, that when a project is overlapping into different months, the revenue is split, en allocated to the specific month, based on the amount of days that take place in that specific month.  Example: Project Y has a plan period from 30-07-2020 until 02-08-2020 (4 days total) with a total revenue of 400,- EU. The revenue per day will be 100,- EU (400,- EU / 4 days). This means that for July the revenue of this project will be 200,- EU.

      Added this widget ( image will be adjusted to EN later)

  4. Jun 2020
    1. Which information can I import? General Description, Email, First name, Folder, Last name, Middle name, Phone Details Availability, Display in planner, Driving license, Emergency contact, Receive emails Login information Username You cannot import passwords or crew rates. Administrative Bank account number, Birthdate, CoC number, Company name, Contract date, Hours in contract, Passport number, Social security number, VAT identification number Address information Address, City, Country, Extra address line, House number, Postal code, State/Province

      Added at the bottom

    2. Insight into your Import result Sometimes it happens that the import might fail (partially or totally). If this happens you can find all your answers in the import result like:  Which items/serial numbers failed.  Why did these items/serial numbers failed.  Which items/serial numbers have been imported successfully. At the bottom of the import result, you can download a file that contains all items that failed, accompanied by the reason of failure. This gives you direct insight per item what the reason of failure is. 

      added

    3. If you don't have this file prepared yet, download a sample file during the importing process: see step 4, on how to import your crew members. Read more on which information can I import in this section. 

      Added

    1. Insight into your import result  Sometimes it happens that the import might fail (partially or totally). If this happens you can find all your answers in the import result like:  Which items/serial numbers failed.  Why did these items/serial numbers failed.  Which items/serial numbers have been imported successfully. At the bottom of the import result, you can download a file that contains all vehicles that failed, accompanied by the reason of failure. This gives you direct insight per item what the reason of failure is. 

      added

    2.  If you don't have a file available yet, you can download a sample file during the importing process; see step 4 on how to import your vehicles. 

      added

    1. For each column, the system matches the header names with the column names in Rentman. Check if all matches have all been made,  and adjust/add where necessary. Click "Next step" when you've done this for all columns. Select a Root folder for your import. The root folder is the folder at the top, and it contains your folder structure. New items will be placed under this folder. If you have defined folders in your import file, these items will be placed under the chosen Root folder. 

      added

    2. Import all rows as new item:  Rentman creates a new item for every row.  Update existing items with new data: If you want to update the items in your database (example: list price), read how to do it in our article about updating data. Add new items and skip duplicate rows: Rentman does not import items that are already in your database.

      Included change of step + all options briefly

    3. If you do not have a file with your equipment available yet, you can download our template above the upload button "Download a sample file here" 

      added

  5. May 2020
    1. To scan your equipment for inventory count, you will need a USB connected (wireless) scanner. It is not yet possible to do this via the Rentman mobile app. This means that it will also not be possible to use Zebra scanners which rely on the Rentman app. 

      added complete box.

    1. You can personalize most overviews in Rentman by adding and removing columns. You can also sort or group elements on the base of a column to focus on the information you really need. In this article, we will explain how to do this.

      Changed introducion text

    2. You can pin columns to the left or the right of the screen, to keep better track of what element you're looking at while moving horizontally. In a module, hover with your mouse over a column to see the following icon appear more_vert Click on more_vert Select lock 'Pin left' or 'Pin right' (or 'Unpin'). 
      • Changed text
      • Removed Image
      • Added Icons
    3. You can group elements on the base of a column to divide the more clearly. In a module, hover with your mouse over a column to see the following icon appear more_vert Click on more_vert Select 'Group' (or 'Ungroup').
      • Changed Text
      • Removed image
      • Added icons
    4. In a module, hover with your mouse over a column to see the following icon appear more_vert  Click on more_vert 

      Changed icons + text + deleted image

  6. Apr 2020
    1. For the use of the Wordpress webshop plugin, our partner AppSys charges 29,- EU / 35,- USD per month. From Rentman’s side, no further costs are being charged.

      Deleted content on adding powerusers

      Added: price information of Appsys plugin.

    2. The first step to take when installing the webshop plugin, is to contact our partner AppSys. They will provide you with an installation code, that you will need to complete the installation of the plugin. You can find their contact details below. 

      Added: The first step to take when installing the webshop plugin, is to contact our partner AppSys. They will provide you with an installation code, that you will need to complete the installation of the plugin. You can find their contact details below.

    3. If you decide to install the plugin yourself, please start by contacting our partner AppSys, as you will need to receive an installation code from them, in order to make the installation complete.

      Added: If you decide to install the plugin yourself, please start by contacting our partner AppSys, as you will need to receive an installation code from them, in order to make the installation complete.

    1. If you decide to solve the shortages of this invalid reservations via a subrent, a pop-up will show that tells that the reservation on this equipment will be removed if you continue. In this way you can continue your subrental process, without having to make manual adjustments to the existing reservations.

      Changed this, instead of manually reserve equipment to solve shortages.