Projects

Create projects

• Regular Project
• Create an Equipment-only Project
• Video: Introduction to creating & managing your projects
• Create a Crew-only Project
• Create Basic Rental Project (Crew and Equipment)
• General Project Information

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Optimize project workflows

• Rentman Organize
• Import Tasks
• Services
• Exports for Time Tracked on Tasks
• Track Time on Tasks
• Teams and Team Task Boards

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Manage financial documents

• Export Purchase orders to your accounting software
• Differences Between Purchase Orders and Labor Purchase Orders
• Crew Expenses
• Labor Purchase Order
• Online quotes
• Export ATA Carnet List of Goods

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Analyze your project results

• Database of Metrics and Formulas
• Export your Data
• Analyze Results with Statistics
• Financial Overview of a Project

Setting up contact database

• Set Up and Edit Contact Database
• Import your Contacts
• Customer Relationship Management (CRM)

Structure your data

• History Logs
• Importing and Exporting in Rentman
• Organize with Tags
• Folder Structure
• Using Columns in your Overview

Manage discounts

• Give Discounts to Your Contacts
• Multiple Days Discount Factor
• Client-Based Discount Groups

FAQs - Projects

• How do I set a time per equipment item?
• How to remove an item from a project in the Warehouse module
• We used a custom "Ready to Pack" status. What happens to it now?
• How can I display the usage period in my project overview?
• What are Without Times (Sale) Projects for?
• My Project Got Cancelled. What Do I Do?

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