Project status at a glance Don't feel like opening up a project to see the status? Neither do we. You can quickly view whether a project is cancelled, confirmed, or not yet confirmed in various places in the  table_chart Projects module. This can help you decide which (sub)projects need immediate attention and which can wait. Status indicators Actual Status Status Group From within the project List / Per day view Timeline / Calendar view Cancelled Cancelled Project name ApplicationConceptPending Unconfirmed Project name ConfirmedPreppedOn LocationReturned Confirmed Project name  From within the project From within the project, traffic light symbols are used to indicate subproject status. You can easily see at the top of the page what the status of the active subproject is (in the below image, New York has a red dot, as it is cancelled). By hovering over any dot, a text will pop up explaining exactly what the the status is for that (sub)project (in the below image, we see that for the World Tour, the "status varies per subproject"). List / Per day view Timeline / Calendar In the calendar or timeline view of projects, the color of the project is determined by the project type. This is not to be confused with the project status. In the image below, we can see that we have one cancelled project (struck through), two confirmed projects (normal), and one project not yet confirmed (italicized).  

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Red

Green

Fill in the date and times.

Fill in the date and times.

Rentman Web

In the Filters dropdown list, you can filter the view further.

By selecting this box, you can see the days in which a planned project meets one of the following conditions:

verview

select

functions

ou can filter your view for appointments

colleagues

The my schedule module

On the right, above the calendar, you can filter the calendar view with the following buttons:

The current day is marked by a vertical blue stripe.

If you decided to keep your demo data after activating your account to practice a bit more, you can always decide to delete it later.

Note: Emptying your database is irreversible. We can't restore your data after you've deleted the database.

You can now decide if you would like to

Welcome to Rentman! You have now successfully activated your Account. 

Read

Click

Read and agree authorization disclaimer. 

The VAT number field should include your company's identification number for value added tax purposes (this can also be a GST number). If you do not have a VAT number, please check  the box below the input field.

 Fill in your invoice details and payment information. 

If you have tested a higher number of power users than the one you are activating, you will have to reduce the number of power users after activating.If you want to activate a Lite or Classic license after a Pro/Classic trial, Rentman will ask you to edit some settings.

Click on your username in the top right corner and choose star Activate Rentman, or click on the  button in the bar at the top of your screen.

UPDATE

Adding, deleting, and defining power users

table_chart Projects

Frequently asked questions

Decrease number of power users

Continue the process until your license details have successfully been changed.

Input the desired amount of additional power users.

Upgrade

Navigate to Login information > User role, select a non-power user role, and save your changes

assign the power user role

Input the amount of desired additional power users.

Upgrade

Increase number of power users

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. 

In the Power users section, you can see how many and to whom the power user roles are assigned to.

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.

How many power users does my license cover?

information.

add or delete a power user

Frequently Asked Questions 

In this article we provide general information about power users, as well as how to add and delete them.

My schedule module

unknown

Green

Fill in the information.

Fill in the date and times.

Rentman Web

In the Filters dropdown list, you can filter the view further.

By selecting this box, you can see the days in which a planned project meets one of the following conditions:

functions

you can filter your view for appointments

On the right, above the calendar, you can filter the calendar view with the following buttons:

The current day is marked by a vertical blue stripe.

Fill in your unique code, and clic

UPDATE

Select the fields you want to edit, and change the values.

UPDATE

Move the entire function Click and drag the function in the overview Change the time frameDrag the beginning or the end of a function

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Project progress icons

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Projects names are written in different colors so you can better distinguish what their status is: Blue: Application - Concept - Pending Black: Confirmed - Prepped - On location - Returned Gray: Cancelled

With the Warehouse module If you want to book your equipment in the Warehouse module: Go to the Equipment tab of the project. Double-click on the equipment group to edit it. Assign the group a planning period, so it will be shown in the Warehouse module. Go to the group_work Warehouse module and click on "Book". Click "Everything to location". In the pop-up window, change the project status to "Returned", then save.

After your quote is signed and the project is confirmed, you can either book your equipment in the Warehouse module or manually adjust the stock quantity of your sale items.

Book with or without the Warehouse module

This is the level at which you would like to replenish this item, in order to avoid running out completely. You have the option of filter_list filtering for all items that have reached their critical stock level in the category Equipment module. You can also display this information in a personalized dashboard in the dashboard Dashboard module.

UDPATE

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UPDATE

UPDATE

Pro

functions

e contact_phone Contacts module

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inspected

invoiced

the status of a project can be changed by clicking on "Done" in the project tile.

In the Crew member rate dropdown field, select the rate to apply

timeline

In the Action dropdown field, select "Invite" (Optional) Add additional days/times to the invitation Select the Invitation type Set the due date (deadline for the crew member, to respond to the invitation) (Optional) Add additional crew members Add a message (optional: create/apply a template) Click  Invite

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At the top of the left column, click the dropdown menu to select "Crew members" or "Vehicles" Select your desired crew member(s) or vehicle(s) and click watch_later to open the lower timeline In the timeline, you will see their availability for the selected time period Click and drag your cursor in the timeline (on the same level as the crew member's name) to select a time period In the Action dropdown field select "Mark as reserved" Click Select

Select the appropriate time period (and unfold) your project

Double-click on one or multiple crew member(s) or vehicle(s) to plan them on the selected function

At the top of the left column, click the dropdown menu to select "Crew members" or "Vehicles".

crew or transport

Select the appropriate time period and find (and unfold) your project.

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crew

Select an action in the Action dropdown field.

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(on the same level as the crew member's name)

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.

indicated by colors

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

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You can make it visible

Rentman Mobile app

schedule

Green function: visible for all crew members planned on a function   Orange function: invisible for one or more crew members planned on a function  Dark blue crew: crew member can see that he is planned on a function  Light blue crew: crew member can NOT see that he is planned on a function 

Click "Make planning visible to crew members" (all crew planned on that function) or "Switch visibility for crew member" (just one crew member)

In the timeline, right-click on a planned crew function (to switch visibility for all crew planned on that function) or a planned crew member (to switch visibility for just one crew member).

Select  a crew member planned under a function.

visibility

visibility

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.

Invitation types

Invite for a function

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.

Configure the following settings: Invitation type  Due date Add or delete crew members Add a message (optional: create/apply a template)

Click "Invite"

Select  one or multiple crew functions and select  one or multiple crew members

The account_circle Crew planner module The Crew Scheduling tab in a project

Invitations in Rentman can be sent from:

Rentman Mobile app

email

tutorial video

contact_phone Contacts module

Check the preview of your data one last time and click Import  

 folder structure.

root folder

Indicate if you want to import import contact persons associated with your contacts. Upload a contacts file in accordance with the "Terms" listed. Indicate if your file contains a header (column titles) in the first row and match the Rentman columns with the columns in your file.  

Select the type of import you want to do: "Import all rows as new item" - your contact database is empty and this is your first import "Update existing items with new data" - you have contacts already imported and want to update their details "Add new items and skip existing ones" - you have contacts already imported and want to add more contacts

Click on More options more_vert next to + Add contact and choose Import.

contact persons

Click on "Notes" to view or add project notes.

More options - Click more_vert to "Create a document" or "Open project"

start 

Project tiles

On location - This is the equipment of projects that are taking place. You can toggle between: All projects on location  Only projects expected back that day 

Planned

Transports

planned your periodic inspections

planning a periodic inspection

Periodic inspections first need to be configured in the settings Configuration module. Here you will determine how often each inspection will take place, and what exactly needs to be checked.

UPDATE - Periodic inspections

when their inspection date is

List of equipment to inspect

Check  or uncheck the box under "Active".

Active or inactive inspection

In Serial numbers, click "+ Add copies", search for an equipment item, and choose the serial numbers you want to inspect.

Inspections overview, fill in the Periodic inspection field (previously set up in the settings Configuration module - paragraph above).

Plan periodic inspections

Configure inspection types

For example: A rigging inspection is normally done every 6 months. During a rigging inspection, all hoists, chains and other accessories need to be visually examined.

Setting up periodic inspections

Go to the Lost equipment tab and select the found equipment.

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Repair period

choose a repair slip template and desired settings.

You can always find your repair slip when you select the included equipment items in the build Maintenance or category Equipment modules and click "Details".

Fill in the Serial number field, if applicable.

"Book", in the (sub)project tile.

tiles

You brought 5 jugs of fog juice to an event, but only 3 jugs were used. When booking equipment back, type "2" in the field next to  .

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In the "Return to warehouse" status, you can mark items either defect or lost by clicking on the More options more_vert button.

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Click on Book alternative.

Click the More options more_vert button and select "Plan alternative".

Click on the "Activate scanner" button

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If you planned sale items (i.e. consumables) on a project, when returning your equipment to the warehouse, you must leave the ones you used on location. When moving equipment from "On location" to "Brought back", you can enter the unused (remaining) quantity of your sales item and press . The quantity that comes back will be accounted for in the stock level of the item.

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Connect

You have two options for manually booking equipment (without scanning): Click on    or  to book one piece of equipment at a time. Click "Everything to..." to book everything at once.

Grouping

Return to warehouse

Click expand_more to expand the kit.

Here you can see basic information about the item such as the name, the quantity of the item planned (5), the amount that still needs to be booked out (3), assigned serial numbers, and more. You can view equipment notes or add a new note. Click on the More options more_vert button of equipment in the warehouse to view the equipment image (added in the category Equipment module), split items, or plan alternative items.

Bulk edit

 people Crew members module

Display optional equipment separately on quotation

equipment

Bulk edit

templates.

refresh 

(optional) Click bookmark Make default to make this your "Default contact person".

Deselect all label Tags.

set Display in planner to "Yes"

was

Manage your Rentman profile and workspaces (company accounts)

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exit_to_app Return to workspaces

Click on your (crew member's) name in the top-right corner of the screen.

UPDATE - Schedule an on-site training

click 

all

In Login information, click  

Click on your username in the top right corner of the screen. 

"Update settings".

Copy the link of the stream(s) you want to import.