If you have never created a quote in Rentman before or are unsure where to start, this guide gives you a quick overview of the process and shows how quotes and invoices are connected to your planning.

Where to create a quote

To quickly create a quote, go to the Financial tab of your project. This is where you can find a complete financial overview of the project.

Click Add quotation to instantly generate a quote that includes all the planned:

• Equipment
• Crew members
• Transportation

This is where all your planning comes together. Once you have scheduled your equipment and crew in the project planning, Rentman automatically pulls that information into your quote - saving you time and reducing the chance of errors. 

For detailed steps, see: Create and edit a quotation.

Creating invoices the same way

Creating an invoice in Rentman follows the same simple process. In the Financial tab, you can also generate invoices directly from the project, just like you do with quotes.

This helps ensure that your invoice reflects the same planned items and services.

For detailed steps, see: Create an invoice.

Keep track of all your invoices

All your quotes and invoices are stored in the monetization_on Financial module, which gives you an overview of:

• Paid invoices
• Unpaid invoices

Learn more: Overview of the monetization_on Financial module.