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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

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

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. Using Bundles for Rental Orders
3.14. Rent Items only as Bundles
3.15. Bundle Pricing in EZRentOut
3.16. Tier Pricing: Advanced Rental Pricing for Assets and Asset Stock
3.17. Select Specific Days to Charge Rent
3.18. Electronic Signatures on Rental Agreements, Quotes & Invoices
3.19. Customizing Email Templates for Rental Orders
3.20. Managing Order Emails in EZRentOut
3.21. Dashboard Calendar: Stay on top of all activities related to Orders
3.22. Understanding Rental Duration Calculations
3.23. Setting an Order Month Duration in EZRentOut
3.24. Default Invoice Line Items: Adding Security Deposits and Damage Waivers to Rental Orders
3.25. Using Fuzzy Lists for Seamless Order Management
3.26. Adding Overdue Items to an Order
3.27. Charging Late Fee for Overdue Items
3.28. Tracking Order Expenses

4 – USERS AND CUSTOMERS
4.1. Types of Users in EZRentOut
4.2. Managing Customers Directory
4.3. Looking up and Adding Customers
4.4. Disabling fields that you don’t require on the Customer Details Page
4.5. Communicating with Customers
4.6. Rental Rules for Different Customer Categories
4.7. Adding Shipping and Pickup Address to a Customer
4.8. Defining Customer Payment Terms in EZRentOut
4.9. LDAP Integration – Sync LDAP Customers Database with EZRentOut
4.10. Configuring SPF Records for EZRentOut
4.11. Email Templates for Customers in EZRentOut
4.12. Capture Customer Signature on Receipts, Rental Agreements, and Invoices
4.13. Types of Customer Alerts 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

6 – PAYMENT INTEGRATIONS
6.1. Stripe Integration
6.2. Authorize.net Integration
6.3. Square Point of Sale
6.4. PayPal Integration Guide
6.5. PayPal Payflow Gateway Integration Guide
6.6. Braintree Payment Solution
6.7. Moneris Payment Solution
6.8. Automate Credit Card Payments For Recurring Invoices

7 – SERVICES AND MAINTENANCE
7.1. Tracking Maintenance Events
7.2. Service Logs and Tickets
7.3. Getting Alerts when Maintenance is due
7.4. CMMS: Recurring Maintenance Management
7.5. Service Events on the Dashboard

8 – REPORTS, PRINT LABELS AND INVOICE DESIGNER
8.1. Item Reports in EZRentOut
8.2. Generate Custom Reports in EZRentOut
8.3. Schedule Custom Reports in EZRentOut
8.4. Lost Business Reports in EZRentOut
8.5. Sales Margin Report in EZRentOut
8.6. Print Labels Knowledge Base
8.7. Designing QR Code and Barcode Labels
8.8. QR Codes versus Barcodes
8.9. Customizing Order Printouts – Quotes, Invoices, Rental Agreements, and More
8.10. Scanning Items and Invoices using EZRentOut Mobile App
8.11. EZRentOut’s Hardware Recommendations for Scanning and Printing

9 – WEBSTORE
9.1. Setting up an Online Storefront for your Rental Business
9.2. EZRentOut Webstore Plugin: Guide to Integrate it with your Online Store
9.3. Integrating the EZRentOut Webstore into Your Main Website
9.4. Setting up Multi-Store Listings in EZRentOut
9.5. Setting up your own URL for Webstore
9.6. Bundles on Webstore
9.7. Customizing Email Templates for Web Orders
9.8. Visual Guide of a Webstore
9.9. Example/Demo Webstore
9.10. Troubleshooting Guide for the EZRentOut Webstore
9.11. Customer Portal for the EZRentOut Webstore
9.12. Integrating Google Analytics

10 – ACCOUNTING AND TAXES IN EZRENTOUT
10.1. Revenue Recognition: Cash Versus Accrual Accounting
10.2. Setting Up Taxes
10.3. Tax Reporting

11 – FINANCIAL SOFTWARE INTEGRATIONS
11.1. QuickBooks Online Integration Guide
11.2. Troubleshooting QuickBooks Online
11.3. EZRentOut – QuickBooks Sync Utility Latest Versions
11.4. Troubleshooting Common QuickBooks Integration Issues
11.5. EZRentOut Sync and QuickBooks Desktop Integration Guide
11.6. Xero Integration Guide

12 – AUTHENTICATION AND BACKUP
12.1. Integrating with SAML
12.2. Integrating with LDAP
12.3. Configuring LDAP on Azure AD Domain Service
12.4. Authenticating Dropbox for Data Backup
12.5. Authenticating OneDrive for Data Backup

13 – ALERTS AND MORE
13.1. Types of Alerts for Members
13.2. Customize Email Alerts
13.3. Setting Up Integrated Email in EZRentOut
13.4. Send Email Alerts using your Company URL
13.5. Getting Started with the Availability Calendar
13.6. Show Availability of Overdue Items
13.7. Getting Started with the Dashboard Calendar
13.8. Getting Started with the Advanced Dashboard
13.9. Purchase Orders in EZRentOut
13.10. Work Orders in EZRentOut

14 – ROUTE PLANNING AND LOCATION MANAGEMENT
14.1. Route Planning for Order Management
14.2. Use of different Locations in EZRentOut
14.3. Location Barcode Management
14.4. Integrate EZRentOut with Trackunit

15 – INTEGRATIONS AND REFERRALS
15.1. EZRentOut and Third-Party Integrations
15.2. Setting up Topaz Signature Pad with EZRentOut
15.3. EZRentOut Webstore Plugin: Guide to Integrate it with your Online Store
15.4. Refer a Friend and earn a Valuable Discount

16 – MOBILE APPS AND MORE
16.1. Mobile App Download: iOS
16.2. Mobile App Download: Android OS
16.3. Mobile App Download: Amazon OS
16.4. Google Chrome App

17 – SECURITY AND COMPLIANCE
17.1. EZRentOut helps you become ALCOA and ALCOA+ Compliant
17.2. Privacy Policy
17.3. 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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