- Sep 2020
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support.rentman.io support.rentman.io
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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.
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timeline. Select an equipment item. Click watch_later Open timeline
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Click next to + Equipment group on the More actions more_vert button
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Click next to + Equipment group on the More actions more_vert button
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More actions more_vert
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Add a new equipment group
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Equipment
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Rentman tip: you can edit values for multiple selected equipment items at once. Select multiple items and click edit Edit.
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dvr Message module.
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Sort time schedule manually or chronologically
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Shift project times
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Duplicate a time period
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Choose a template, a letterhead, which serial numbers to include, and if you want to add a personal text.
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Optional) Click save 'Save to item' to connect this tag to its equipment
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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
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tegory Configuration module > Customer communication > Letterhead.
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Save
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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
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You can also drag-and-drop a tile to a different column to change the status of the project.
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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.
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group_work Warehouse module.
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group_work Warehouse
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group_work Warehouse module by clicking on "Done". You can also change the status of a project by opening it in the table_chart
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Projects expected back that day
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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
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up_work Warehouse module,
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ay.
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red.
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The group_work Warehouse module
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- Aug 2020
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support.rentman.io support.rentman.io
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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.
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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.
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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
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The account_circle Crew planner module
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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.
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watch_later Open timeline.
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Select an action in the Action dropdown field.
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e event My schedule module.
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e event My schedule module or the account_circle Crew planner module. To do this:
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e (on the same level as the crew member's name) to select a time period. Select an action in the Action dropdown field.
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indicated by color.
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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:
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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
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Print schedules for each crew member
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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
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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
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Save
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settings Configuration module
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settings Configuration module
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settings Configuration module
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Activities
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In the watch_later Time registration module,
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post_add Enter the invoice reference
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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.
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tch_later Time registration module,
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type
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(optional)
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Manually
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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"
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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.
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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.
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ategory Equipment module.
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Please note that kits are excluded from the counting because their content can vary.
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he creation date of the inventory count is taken as a reference point for calculating what should be in your warehouse at that moment.
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category Equipment database,
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Insight into your Import result
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Import your crew member file
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Import your vehicle file
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Prepare your vehicle file
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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.
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Prepare your file at the bottom.
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This is a merge of edit + add your vehicles so almost everything is new.
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Bulk edit
This section is merged
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eople Crew members module
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eople Crew members module, like this:
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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.
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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'.
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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
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account_circle Personeelsplanner module
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You can easily navigate through your subprojects by making use of the following Shortcut: SHIFT + ALT + expand_more / expand_less
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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
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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.
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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
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Clicking on the big blue "+" button on the bottom left corner of the page
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Go to the settings Configuration module > Account > Company details.
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Remember to save after every change!
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settings Configuration module > Account > Payment information.
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settings Configuration module.
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Go to the settings Configuration module > Account > Invoice history.
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Invoice history
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Fill in the email address on which you want to receive invoices from Rentman under Email invoice.
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Go to the settings Configuration module > Account > Company details.
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Change your email address for Rentman's invoices
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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.
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Input the desired amount of additional power users.
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Navigate to Login information > User role, select a non-power user role, and save your changes
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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
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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.
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In the Power users section, you can see how many and to whom the power user roles are assigned to.
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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.
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How many power users does my license cover?
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You can add or delete a power user at any time.
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Frequently Asked Questions
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In this article we provide general information about power users, as well as how to add and delete them.
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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.
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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
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- Jul 2020
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support.rentman.io support.rentman.io
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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
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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.
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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
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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)
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- Jun 2020
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bproject.
Added new sreenshot below
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On location / Expected back -
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You can also drag-and-drop a tile to a different column to change the status of the project.
excluded part about not changing project status.
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Notes - Click on + add note to add project notes.
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- Click on "Done" to advance a project to its next status. - Click on "Book" start booking equipment.
Included screenshots
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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
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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.
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Import your crew member file
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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.
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Prepare your vehicle file
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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.
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Import your vehicle file
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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.
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Serial number columns
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Pro-tips on establishing your equipment file
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Import your equipment
Steps have been completely changed, styling has been added.
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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.
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Optional if you selected "Yes" on importing serial numbers in step 4.
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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.
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Select if you also want to import serial numbers, or only standard items.
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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"
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Click on more actions more_vert in the right corner, and click on import.
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- May 2020
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monetization_on Financial module
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ettings Configuration module,
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Financial tab.
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settings Configuration >
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settings Configuration > VAT schemes
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settings Configuration > VAT Classes
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e contact_phone Contacts module
Add Icon
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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.
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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.
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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').
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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').
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In a module, hover with your mouse over a column to see the following icon appear more_vert Click on more_vert
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Add
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(Optional) check the document details, choose the subprojects to be included, and add a personal text.
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replaced for: print slib etc.
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column already exists in the Rentman database. There are three options:
added new image below
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Click on this button more_vert and choose Impor
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- Apr 2020
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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
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installation code,
added: installation code
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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.
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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.
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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.
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