Agreement approval
Open stamped agreements and review any possible DNR matches before approval.
Staff Command / Operations
A command center
for your team.
From pending agreements to past-due accounts, give staff a clear place to find the work and open the record behind it.
Staff Command
A clearer view
of the rental business.
AGREEMENTSReview queue
COLLECTIONS30–90+ days
RT account recordsAgreement · payments · history
CurrentWelcome callsReview before billing begins
PendingCustomer requestsRepair · pickup · support
Follow upIllustrative product view · Sample statuses
The daily view
Turn account details
into clear next steps.
See approvals, welcome calls, billing totals, and customer requests. Open the corresponding account when it’s time to act.
Welcome calls
Let an agent record the completed customer call before the account begins billing.
Customer requests
Review repair, pickup, and support requests and update their status.
Collections visibility
Know where
attention is needed.
Group each account by its oldest unpaid overdue invoice. Partial payments reduce its outstanding balance.
30–59 days
Identify accounts that need collection follow-up.
60–89 days
Review older balances alongside the account history.
90+ days
Keep long-outstanding balances visible for staff review.
Account history
Every account
has a story.
Give staff the context behind the current balance and status.
- Calls, notes, and decisionsReview staff notes, recorded calls, approvals, and DNR decisions.
- Invoices and recorded paymentsOpen billing records and receipts from the account.
- CloseoutRecord the final outcome and stop future invoice generation.