01 / RENTAL DIRECTORY
Find the right account.
A central rental directory organized by RT number, customer, building serial number, and account status.
One rental record. One place to start.
Rental Command Center / Portfolio visibility
Every rental.
One clear view.
Bring customers, buildings, agreements, and account status together. Find the rental. See what matters. Know the next step.
Rental Command Center
Your portfolio.
At a glance.
RENTAL RECORDCustomer + asset
ACCOUNT TIMELINEAll in context
RT-1001 · 10 × 20 Utility36-month rental · Next payment due
CurrentRT-1002 · 12 × 24 CabinUnpaid invoice · Staff follow-up
Past dueRT-1003 · 8 × 12 UtilityManager review · Recovery coordination
RecoveryIllustrative product view · Sample rentals, not live account data
RT account numbersCustomer + buildingPayment visibilityRental history
A home for every rental
Less searching.
More clarity.
A portfolio view designed around shed rentals. Keep the customer, the physical building, and the agreement connected throughout the rental.
02 / BUILDING DETAILS
Know the asset.
Keep manufacturer, model, size, serial number, delivery address, and building photos alongside the rental.
Customer and asset details, connected.
03 / PAYMENT SNAPSHOT
See the account position.
Review the selected term, monthly rental amount, invoice balance, recorded payments, and next due date.
Open billing for the supporting records.
04 / RENTAL LIFECYCLE
Keep the whole history.
Follow approval, welcome call, delivery, active rental, customer requests, and the final account outcome.
Context from agreement to closeout.
Status at a glance
The right attention.
At the right time.
Pair color with clear labels so account standing is easy to understand. Recovery remains a separate, staff-managed case status.
Keep moving.
Stay aware of upcoming due dates and open service requests on accounts with no overdue balance.
Follow up.
Review unpaid invoices, contact history, and 30–59, 60–89, or 90+ day aging groups.
Coordinate the case.
Keep manager decisions, pickup arrangements, assigned staff, and recovery updates together.
Inside the rental record
The details behind
the dashboard.
Give your team the context to answer customer questions and keep rental records complete.
Explore Staff Command ↗- Agreement & documentsSigned agreement, selected term, disclosures, and supporting records.
- Payments & payoffInvoice history, receipts, payment progress, and dated payoff information under the agreement terms.
- Activity & requestsStaff notes, customer contact, repair requests, pickup requests, and delivery updates.
- Closeout & outcomeRecord paid off, returned, or recovered outcomes with dates and supporting notes.