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Knowledge Base

Knowledge base for EZRentOut; the leading equipment rental management software.

1 – GETTING STARTED
1.1 – Getting Started Guide
1.2 – Demo Video
1.3 – Figuring out item types (Assets, Asset Stock or Inventory)

2 – SETTING UP DATA
2.1 – Importing from excel sheets
2.2 – Importing Images and Documents from Excel sheets
2.3 – Setting up and using Custom Fields
2.4 – Hiding some fields that came with EZRentOut

3 – RENTAL ORDERS
3.1 – Working with Orders
3.2 – Different Phases of an Order in EZRentOut
3.3 – More Phases of an Order in EZRentOut
3.4 – Partial Returns
3.5 – Recording past transactions
3.6 – Recurring/Repeating Orders
3.7 – Verifying rental items in an order
3.8 – Orders that only have Sale Items
3.9 – Adding Custom fields to an Order
3.10 – Setting Rental Rules and Coupons for Orders
3.11 – Use Bundles for Rental Orders
3.12 – Bundle Pricing in EZRentOut
3.13 – Tier Pricing: Advanced Rental Pricing for Assets and Asset Stock
3.14 – Electronic Signatures on Rental Agreements, Quotes & Invoices
3.15 – Customizing Email templates for Rental Orders
3.16 – Dashboard Calendar: Stay on top of all activities related to Orders

4 – CUSTOMERS
4.1 – Managing Customers Directory
4.2 – Looking up and adding customers
4.3 – Communicating to your customers
4.4 – Rental Rules for different Customer Categories
4.5 – Adding Shipping and Pickup address to a Customer
4.6 – LDAP Integration – Sync LDAP customers database with EZRentOut
4.7 – Configuring SPF Records for EZRentOut
4.8 – Email alerts for Customers in EZRentOut

5 – POINT OF SALE (POS)
5.1 – Rental POS Process
5.2 – Setting up a Barcode Scanning Gun
5.3 – Setting up a Credit Card Swipe terminal – Stripe and Authorize.net
5.4 – PayPal Payflow Gateway Integration guide

6 – SERVICES AND MAINTENANCE
6.1 – Tracking maintenance events
6.2 – Service logs and tickets
6.3 – Getting alerts when maintenance is due
6.4 – CMMS: Recurring Maintenance Management
6.5 – Service Events on the Dashboard

7 – REPORTS, LABELS AND INVOICE DESIGNER
7.1 – Item Reports in EZRentOut
7.2 – Designing QR Code and Barcode Labels
7.3 – QR Codes versus Barcodes
7.4 – Customizing Order Printouts – Quotes, Invoices, Rental Agreements, and More

8 – WEB STORE
8.1 – Setting up an online Storefront for your Rental Business
8.2 – Setting up your own URL for Web Store
8.3 – Bundles on Webstore
8.4 – Customizing Email templates for Web Orders
8.5 – Visual Image of a Webstore
8.6 – Example/Demo Web Store
Set up from Settings -> Web Store in your EZRentOut account.

9 – TAXES IN EZRENTOUT
9.1 – Setting Up Taxes
9.2 – Tax Reporting

10 – FINANCIAL SOFTWARE INTEGRATIONS
10.1 – Quickbooks Online Integration guide
10.2 – EZRentOut – Quickbooks Sync Utility Latest Versions
10.3 – EZRentOut Sync and Quickbooks Desktop Integration guide
10.4 – Xero Integration guide

11 – PAYMENT INTEGRATIONS
11.1 – Stripe and Authorize.net Integration
11.2 – PayPal Integration guide
11.3 – PayPal Payflow Gateway Integration guide

12 – AUTHENTICATION
12.1 – SAML Integration
12.2 – LDAP Integration

13 – REFERRALS
13.1 – Refer a friend and earn valuable discount

14 – MOBILE APPS AND MORE
14.1 – Mobile App Download: iOS
14.2 – Mobile App Download: Android OS
14.3 – Mobile App Download: Amazon OS
14.4 – Google Chrome App

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This list is developing overtime. If you’re unable to find what you’re looking for, drop us an email at support@ezrentout.com

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