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Customers

Essentials Update: New Features Springing Up

  • Software Features

It’s not just flowers and small animals springing up as the weather gets warmer – Rental Essentials is adding new features!

  • If you don’t put your entire inventory on your website and you’d like to make people aware that there are additional products available, you can set a popup message to show up in your online store. Include your contact information in the popup, and your customers will know how to get in touch if there’s something else they’d like to rent.
  • For quite a while now, Essentials has allowed you to suggest optional additional items, like a cooler to go with tables and chairs. Now we’ve added suggested items availability right in the menu – not only will you be able to see the suggested item, but you’ll see how many you have on-hand so you’re not overpromising.
  • We’ve added the ability to deactivate customers – just like quotes and unpaid reservations, you can now make customer records “expire” by defining how recently a customer has to have contacted you to be considered active. Deactivated customers will simply be filtered out of your customer list, remaining accessible by clicking the “deactivated” filter. You can even re-activate deactivated accounts by pulling them up on a contract using the “Search All Customers” button.
  • In addition, you can change (or remove) your company logo and contract terms/agreements through the Admin menu instead of having to call our support team. You can require a minimum rental duration of a day to force a next-day return. We’ve added a report that allows you to review scheduled maintenance. And of course, we’ve worked to improve the efficiency of the software and optimize it for your browser.

As always, we develop new features with you in mind, which is why it’s important to tell us what you’d like to see in the software via uInnovate! Make your own suggestions or upvote others’ ideas by clicking the light bulb icon in the top right of your program menu. We’re excited to see where we can take Essentials together!

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