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The Rental Provider page serves as a central dashboard for managing rental operations, your customers and provides a clear snapshot of your current asset utilisation.
🧭 Getting to Rental Providers
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Click Admin in the navbar.
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Click Rental Providers in the drop-down.
The Rental Providers page will open.
📚 Rental Provider
The Rental Provider Dashboard gives rental companies a comprehensive view of their fleet activity, customer management, and rental actions. The left-hand sidebar provides structured access to key sections of the platform:
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No. |
Description |
|---|---|
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Fleet Overview This is your rentals dashboard. |
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Customer Management Here you can view your rental customers and request access to new customers. |
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Actions This page lets you view your upcoming rentals or manage your rentals. Rental Management includes starting new rentals, ending rentals, or editing rentals. |
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Settings Here you can change your rental provider settings. |
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Company Picker If you have access to multiple companies, you can switch your company using this field. |
🛠️ Rental Provider Features
Rental Provider Information
There are several keywords or phrases used during these how-to guides that may be unfamiliar.
Rental - A hire/rental record created for an asset. A rental will have a customer, start date and optionally a rental group, return group, and mileage agreement.
Rental provider - The company that is providing the rental service.
Customer - The company that is requesting the rental.
Asset - A vehicle on the Portal.
Group - Groups within a company to organise assets.
Rental/Hired Group - When a rental is created, a Rental/Hired Group can be selected. This is the Group the assets will move to when the rental starts. Customers can be set up to have a default group, and this option will be pre-filled for you when creating rentals.
If you have the relevant permissions, you can edit your Customer's Default Rental group on Rental Customers.
Return/Unhired Group - When a rental is ended, a Return/Unhired group can be selected. This is the Group the asset will return to when the rental ends. Your company can have a default unhired group configured, and this option will be pre-filled for you when ending rentals.
If you have the relevant permissions, you can edit your Company’s Default Unhired group on Rental Settings.
