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Knowledge Base

A knowledge base for EZRentOut; the leading rental management software.

1 – GETTING STARTED
1.1. Getting Started Guide
1.2. Demo Videos
1.3. Figuring out Item Types (Assets, Asset Stock or Inventory)
1.4. Seamless Rental Experience for Customers
1.5. B2B Operations: Track, Manage & Rent out to Businesses
1.6. Getting Started with the Mobile App

2 – SETTING UP DATA
2.1. Importing from Excel Sheets
2.2. Importing Images and Documents from Excel sheets
2.3. Understanding Excel Import Fields via Data Dictionary
2.4. Setting up and using Custom Fields
2.5. Hiding some Fields that came with EZRentOut
2.6. Setting up and Using Groups in Items, Custom Fields, Filters, Alerts, Documents, Reports, Bundles, and Services
2.7. Setting up Personalized Rates for Customers
2.8. Setting up Discounts for Individual Items
2.9. Setting up Delivery and Pickup Fees

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. Creating Sales Orders for Assets and Asset Stock Items
3.10. Adding Custom Fields to an Order
3.11. Setting Rental Rules and Coupons for Orders
3.12. Managing Sub Rented Items In EZRentOut
3.13. Tier Pricing: Advanced Rental Pricing for Assets and Asset Stock
3.14. Select Specific Days to Charge Rent
3.15. Electronic Signatures on Rental Agreements, Quotes & Invoices
3.16. Customizing Email Templates for Rental Orders
3.17. Managing Order Emails in EZRentOut
3.18. Dashboard Calendar: Stay on top of all activities related to Orders
3.19. Understanding Rental Duration Calculations
3.20. Setting an Order Month Duration in EZRentOut
3.21. Default Invoice Line Items: Adding Security Deposits and Damage Waivers to Rental Orders
3.22. Using Fuzzy Lists for Seamless Order Management
3.23. Adding Overdue Items to an Order
3.24. Charging Late Fee for Overdue Items
3.25. Tracking Order Expenses
3.26. Item Recommendations for Orders
3.27. Charge Line Item Damages
3.28. Settle Security Deposits
3.29. Generate Consolidated Invoices

4 – BUNDLES

4.1. Using Bundles for Rental Orders
4.2. Rent Items only as Bundles
4.3. Bundle Pricing in EZRentOut

5 – USERS AND CUSTOMERS
5.1. Types of Users in EZRentOut
5.2. Managing Customers Directory
5.3. Looking up and Adding Customers
5.4. Disabling fields that you don’t require on the Customer Details Page
5.5. Communicating with Customers
5.6. Rental Rules for Different Customer Categories
5.7. Adding Shipping and Pickup Address to a Customer
5.8. Defining Customer Payment Terms in EZRentOut
5.9. LDAP Integration – Sync LDAP Customers Database with EZRentOut
5.10. Configuring SPF Records for EZRentOut
5.11. Email Templates for Customers in EZRentOut
5.12. Capture Customer Signature on Receipts, Rental Agreements, and Invoices
5.13. Types of Customer Alerts in EZRentOut

6 – POINT OF SALE (POS)
6.1. Rental POS Process
6.2. Setting up a Barcode Scanning Gun
6.3. Setting up a Credit Card Swipe Terminal

7 – PAYMENT INTEGRATIONS
7.1. Stripe Integration
7.2. Authorize.net Integration
7.3. Square Point of Sale
7.4. PayPal Integration Guide
7.5. PayPal Payflow Gateway Integration Guide
7.6. Braintree Payment Solution
7.7. Moneris Payment Solution
7.8. Automate Credit Card Payments For Recurring Invoices

8 – SERVICES AND MAINTENANCE
8.1. Tracking Maintenance Events
8.2. Service Logs and Tickets
8.3. Getting Alerts when Maintenance is due
8.4. CMMS: Recurring Maintenance Management
8.5. Service Events on the Dashboard

9 – REPORTS, PRINT LABELS AND INVOICE DESIGNER
9.1. Item Reports in EZRentOut
9.2. Generate Custom Reports in EZRentOut
9.3. Schedule Custom Reports in EZRentOut
9.4. Lost Business Reports in EZRentOut
9.5. Sales Margin Report in EZRentOut
9.6. Print Labels Knowledge Base
9.7. Designing QR Code and Barcode Labels
9.8. QR Codes versus Barcodes
9.9. Customizing Order Printouts – Quotes, Invoices, Rental Agreements, and More
9.10. Scanning Items and Invoices using EZRentOut Mobile App
9.11. EZRentOut’s Hardware Recommendations for Scanning and Printing
9.12. Designing Avery Labels with EZRentOut Label Data

10 – WEBSTORE
10.1. Setting up an Online Storefront for your Rental Business
10.2. EZRentOut Webstore Plugin: Guide to Integrate it with your Online Store
10.3. Integrating the EZRentOut Webstore into Your Main Website
10.4. Setting up Multi-Store Listings in EZRentOut
10.5. Setting up your own URL for Webstore
10.6. Bundles on Webstore
10.7. Customizing Email Templates for Web Orders
10.8. Visual Guide of a Webstore
10.9. Example/Demo Webstore
10.10. Troubleshooting Guide for the EZRentOut Webstore
10.11. Customer Portal for the EZRentOut Webstore
10.12. Integrating Google Analytics
10.13. Integrate with Magento 2

11 – ACCOUNTING AND TAXES IN EZRENTOUT
11.1. Revenue Recognition: Cash Versus Accrual Accounting
11.2. Setting Up Taxes
11.3. Tax Reporting
11.4 Apply Item Level Taxes

12 – FINANCIAL SOFTWARE INTEGRATIONS
12.1. QuickBooks Online Integration Guide
12.2. Troubleshooting QuickBooks Online
12.3. EZRentOut – QuickBooks Sync Utility Latest Versions
12.4. Troubleshooting Common QuickBooks Integration Issues
12.5. EZRentOut Sync and QuickBooks Desktop Integration Guide
12.6. Xero Integration Guide

13 – AUTHENTICATION AND BACKUP
13.1. Integrating with SAML
13.2. Integrating with LDAP
13.3. Configuring LDAP on Azure AD Domain Service
13.4. Authenticating Dropbox for Data Backup
13.5. Authenticating OneDrive for Data Backup

14 – ALERTS AND MORE
14.1. Types of Alerts for Members
14.2. Customize Email Alerts
14.3. Setting Up Integrated Email in EZRentOut
14.4. Send Email Alerts using your Company URL
14.5. Getting Started with the Availability Calendar
14.6. Show Availability of Overdue Items
14.7. Getting Started with the Dashboard Calendar
14.8. Getting Started with the Advanced Dashboard
14.9. Purchase Orders in EZRentOut
14.10. Work Orders in EZRentOut

15 – ROUTE PLANNING AND LOCATION MANAGEMENT
15.1. Route Planning for Order Management
15.2. Use of different Locations in EZRentOut
15.3. Location Barcode Management
15.4. Integrate EZRentOut with Trackunit

16 – INTEGRATIONS AND REFERRALS
16.1. EZRentOut and Third-Party Integrations
16.2. Setting up Topaz Signature Pad with EZRentOut
16.3. EZRentOut Webstore Plugin: Guide to Integrate it with your Online Store
16.4. Refer a Friend and earn a Valuable Discount

17 – MOBILE APPS AND MORE
17.1. Mobile App Download: iOS
17.2. Mobile App Download: Android OS
17.3. Mobile App Download: Amazon OS
17.4. Google Chrome App

18 – SECURITY AND COMPLIANCE
18.1. EZRentOut helps you become ALCOA and ALCOA+ Compliant
18.2. Privacy Policy
18.3. Terms of Service

FREQUENTLY ASKED QUESTIONS

WHITE PAPERS

NEWSLETTERS

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

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