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Knowledge Base

A knowledge base for EZRentOut; the leading equipment 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

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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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