Rental Agreements

You must have Rental Service turned on at your location (within the Agreement Types management setting) to use this feature.

If your location offers a rental service to its customers, rental agreements allow you to track the availability and usage of a unit in your fleet that is being rented out.

  1. In the Management Hub, find and edit the Agreement Types management setting and turn on the Rental Service option.
  2. Set up retail rates for rental agreements. See "Rates, Charges, Fees & Taxes Setup" for more information.

You can quickly locate open rental agreements by clicking the Open status tile on the Agreement Operations dashboard.

  1. On the Agreement Hub, type search criteria and press Enter or click SEARCH.
  2. Narrow results by selecting the RENTAL filter check box under the Agreement Types search filters on the left panel. See "Search for an agreement" in the Agreement Hub topic for more information about agreement searches.

View and edit a rental agreement using the same process as when viewing and editing a loaner agreement. See "View and edit an agreement" for more information.

  1. Search for a customer or rental appointment and click NEW AGREEMENT, or create a walkup agreement by clicking () in the bottom-right corner of the Home page and selecting New Agreement, then select Rental as the type of agreement.
  2. Proceed with opening the agreement. See "Open an agreement" for more information.

Note: On Rental appointments and agreements, selecting a rate is required in order to complete (save) the record.

Search for the rental agreement, and click CLOSE. See "Close an agreement" for more information.

Glossary of terms

See "Glossary of terms" in the Agreement Hub topic.