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

See all 12 articles

Optimize project workflows

• Efficiently Manage Recurring Projects Without Dismantling
• Create a Packing Slip and Other Project Documents
• Project Types
• Project Templates
• Receive Project Requests
• Add Extra Input Fields

See all 10 articles

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

See all 19 articles

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

• What are Without Times (Sale) Projects for?
• My Project Got Cancelled. What Do I Do?
• Why is some equipment in my project shown with a strikethrough?
• Can I view the total equipment weight and volume for an equipment group or a (sub)project?
• How can I fulfill shortages for equipment I own in my other warehouses?
• Difference between Project Status and Equipment Status in the Warehouse

See all 11 articles