{"id":19082,"date":"2016-10-18T18:55:37","date_gmt":"2016-10-18T18:55:37","guid":{"rendered":"https:\/\/por-development.local\/?p=19082"},"modified":"2020-07-28T11:48:32","modified_gmt":"2020-07-28T11:48:32","slug":"rental-essentials-adds-zapier-integration","status":"publish","type":"post","link":"https:\/\/www.point-of-rental.com\/es\/rental-essentials-adds-zapier-integration\/","title":{"rendered":"Rental Essentials Adds Zapier Integration"},"content":{"rendered":"<p>Rental Essentials users are receiving an upgrade this week! In a\u00a0&#8220;sprint&#8221; of agile programming, our amazing team of developers adds new features every few weeks. Here are some of the features in this &#8220;sprint&#8221; that Essentials users will be able to use when the upgrade is rolled out to their company.<\/p>\n<ol>\n<li><strong>Zapier Integration<\/strong><\/li>\n<\/ol>\n<p><a href=\"https:\/\/www.zapier.com\/\">Zapier<\/a> allows you to plug one software into another to perform actions. You can sign up for a free account with Zapier and create Zaps to automate your day. For example, you can create a Zap to email you when a certain item is rented or have new customers automatically added to a MailChimp list.<\/p>\n<p>Now new quotes, transaction status changes, collected payments, signed e-Signatures, and many other transactions are triggers which will create Zaps. We\u2019re currently beta testing the integration and if you&#8217;re an Essentials user who wants to be involved, please reach out to <a href=\"mailto:support@rentalessentials.com?subject=Zapier%20Integration\">our support crew<\/a>.<\/p>\n<ol start=\"2\">\n<li><strong>Automatically Paid Transactions<\/strong><br \/>\n<a href=\"https:\/\/www.point-of-rental.com\/wp-content\/uploads\/2016\/10\/transaction-menu.png\"><img decoding=\"async\" class=\" wp-image-19083 alignleft\" src=\"https:\/\/www.point-of-rental.com\/wp-content\/uploads\/2016\/10\/transaction-menu.png\" alt=\"The &quot;Configure Tax and Payment Options&quot; option in the Essentials settings menu\" width=\"170\" height=\"273\" \/><\/a><a href=\"https:\/\/www.point-of-rental.com\/wp-content\/uploads\/2016\/10\/zero-balance.png\"><img fetchpriority=\"high\" decoding=\"async\" class=\"wp-image-19084 aligncenter\" src=\"https:\/\/www.point-of-rental.com\/wp-content\/uploads\/2016\/10\/zero-balance.png\" alt=\"An example of a zero-balance transaction in Essentials\" width=\"419\" height=\"305\" \/><\/a><\/li>\n<\/ol>\n<p>Many Essentials customers use the software to track inventory or just for job costing. Now there\u2019s an option for you to automatically pay all transactions and keep track of where your inventory is located\u00a0&#8211; no need\u00a0to mark transactions as paid throughout multiple software programs! Just go to the Admin &gt; Confguration &gt; Configure Tax and Payment Options menu, set to \u201cdo not collect payments,\u201d and reservations will automatically be completed with a $0 balance due.<\/p>\n<ol start=\"3\">\n<li><strong>Make Receiving Easier for Your Staff<br \/>\n<a href=\"https:\/\/www.point-of-rental.com\/wp-content\/uploads\/2016\/10\/receive-help.png\"><img decoding=\"async\" class=\"alignnone size-full wp-image-19095\" src=\"https:\/\/www.point-of-rental.com\/wp-content\/uploads\/2016\/10\/receive-help.png\" alt=\"An example of a popup help section for receiving staff to guide them through the process\" width=\"962\" height=\"196\" \/><\/a><\/strong><\/li>\n<\/ol>\n<p>When receiving items from a transaction, you\u2019ll notice a new help feature, which you can set to \u201cShow\u201d or \u201cHide.\u201d The system will tell you useful information as you go through the process, helping staff determine whether to put items into maintenance, sell them, etc.<\/p>\n<p>These are just a handful of the upgrades featured in Essentials\u2019 most recent update. There are other process upgrades and options, more reports, and the iOS app has been rebuilt to improve\u00a0navigation as well. To find out how Essentials can help you manage your inventory or your rental store, receive emails about all of our updates, and try out our Essentials demo site, sign up on our <a href=\"https:\/\/www.point-of-rental.com\/products\/rental-essentials\/\">Essentials page<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Rental Essentials users are receiving an upgrade this week! In a\u00a0&#8220;sprint&#8221; of agile programming, our amazing team of developers adds new features every few weeks. Here are some of the features in this &#8220;sprint&#8221; that Essentials users will be able to use when the upgrade is rolled out to their company. Zapier Integration Zapier allows [&hellip;]<\/p>\n","protected":false},"author":14,"featured_media":19094,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[49,56],"tags":[375,376,377,378,379,380,381],"class_list":["post-19082","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-company-news","category-software-features","tag-auto-paid-transactions","tag-integrations","tag-receiving","tag-rental-essentials","tag-software-update","tag-update","tag-zapier"],"aioseo_notices":[],"aioseo_head":"\n\t\t<!-- All in One SEO Pro 4.9.5.2 - aioseo.com -->\n\t<meta name=\"description\" content=\"Rental Essentials users are receiving an upgrade this week! 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