Welcome to our video tutorials!

Use the navigation menu on the right to find the right playlist for you. Subtitles are available for all videos in multiple languages.

For written instructions, more detailed information and Frequently Asked Questions, please consult our articles on the Support Center.

-

Getting started

How to build a quote

1. Add a new project

Projects are the foundation of Rentman. All projects - short events or big productions - start by creating a new one in Rentman.

2. Add equipment

In the Equipment tab, you can search for items, kits and cases in your database and plan them on your project. Equipment is planned in equipment groups.

3. Add crew and transport functions

In the Crew and transport tab, you create functions for your crew members and vehicles. In the Planning tab, you can plan your crew and vehicles on these functions. Function groups are useful to plan functions faster, and to group them on your quotation.

4. Generate and send out a quote

The Financial tab provides an overview of the financial details of your project, and allows you to generate your quotations, contracts and invoices. The data on these documents is based on all data of your project.

Crew and transport planning

1. Add crew and transport functions

In the Crew and transport tab, you create functions for your crew members and vehicles. In the Planning tab, you can plan your crew and vehicles on these functions. Function groups are useful to plan functions faster, and to group them on your quotation.

2. Plan crew and vehicles

In the Planning tab, you plan crew members and vehicles on the functions that you've created earlier. In the overview, you can see which crew members and vehicles are available and who is already planned.

3. Invite your crew

In the Planning tab, you send invitations for functions to your crew members. Crew members receive invitations by email, in the Rentman App, and as a notification in Rentman.

4. Plan crew and vehicles in the Crew planner module

The visual Crew Planner module is available for accounts with a Pro license. In this module, your projects are shown in a single overview, which makes planning easier and quicker. This module is an alternative for the Planning tab in your projects, and offers more functionalities.

Documents

1. Customize your document templates

You can customize a document template that you've created or duplicated. You do this by adding blocks, modules and variables. When you've dragged them into your template, you can edit their settings to configure what information should (or should not) be included.

Was this article helpful?
0 out of 0 found this helpful

Comments

0 comments

Please sign in to leave a comment.