Rentman is a software that helps your company manage their business and daily operations in a centralized system. This means that you and your colleagues have access to many features that can seem overwhelming at first. No problem, we’ve got you covered! The Rentman Academy will guide you through the different steps you need to take to discover Rentman and master the workflows you will need every day based on your role.
First things first, you will need to log into Rentman. After that, find the role that fits you the most in the list below.
Please keep in mind that you may not have all the modules depending on the permissions you have been granted.
If you get lost or stuck at any point in the process, do not hesitate to ask our Support team for help in the bottom right corner of your screen. They will be happy to assist you.
You are a freelancer
As a Freelancer, you only work for the company using Rentman from time to time, when they need you for an event. As they organize their work with the software, you need to know where to find the information required to do your job properly.
In this guide, you will discover:
- How to indicate your availability to the company, so they know when they can call you
- How to answer invitations sent to ask if you are available for a project
- How to receive notifications in Rentman
- How to see if specific tasks have been assigned to you
- How to see your upcoming functions, so you can organize your schedule
- How to register the exact time you have worked on a job for the company
You are the warehouse/inventory manager
You are the go-to person when it comes to the stock and/or the warehouse. You know what is in stock, what is functioning and available and what leaves the warehouse. Rentman will make your life so much easier!
In this guide, you will discover:
- How to add a piece of equipment in the stock
- How to create labels, folders, comments and everything to organize the stock
- How to create QR codes, so it is easier to monitor the movement of the stock
- How to create combinations of items by assembling them
- How to use the Warehouse module when it comes the time to prepare the equipment for a project
- How to use the Maintenance module when an item is lost or needs to be repaired
- How to do stock counts
- How to create a packing slip
- How to add additional equipments at the very last minute if needed
- How to use serial numbers to track your most valuable items
You are the crew scheduler
You are the person who assign functions to the crew members and organize their planing. You need to have an overview of the projects, the functions and the crew.
In this guide, you will discover:
- How to add crew members in the database and give them access to their Rentman account
- How to use the crew planner module, so you know which resources are required on which project
- How to create and edit functions for a project
- How to select and edit the correct rate for a function so this can be taken into account in the profit of the project
- How to send invitations to the crew members for a job
- How to use time you know how much time the crew really worked on their functions.
- How to use the Statistics module
You are responsible for finances
You are the one creating the invoices or keeping track of them. You also monitor the payments and send reminders if a client does not pay in time.
In this guide, you will discover:
- How to create a responsive dashboard will all the information you need on a daily basis
- How to configure financial workflow + taxes
- How to create an invoice and a partial invoice
- How to send reminders to clients who did not pay
- How to keep an overview of the projects that need to be invoiced and the ones that have already been invoiced
- How to export financial data into the accounting software you are using
- How to use the Statistics module
- How to customize an invoice template, so the document corresponds to your standards
You are planning projects
You are the person who runs projects and deals with the clients.
In this guide, you will discover:
- How to create a responsive dashboard will all the information you need on a daily basis
- How to run a project from A to Z
- How to add contacts in the database
- How to create a quote that you will then send to the client
- How to create tasks for yourself or for your colleagues, so you never forget anything
- How to handle subrent requests if you need items that are not in stock
- Eventually, how to create an invoice
If you have completed the guide meant for your you, this means that at this point you know what needs to be done. You can now use Rentman on a daily basis, making sure you make the good and efficient decisions. Your workflow will be faster and more automated than ever.