Quick Start Introduction to Using RentalDesk

If you have not read the previous chapter yet, go back and read it now before continuing. When reading this chapter please bear in mind that only the rudamentory details for using RentalDesk are documented here; more comprehensive information is found in each chapter dedicated to a particular book/module and you are advised to read these chapters once you have familiarised yourself with the basics of processing a Job.

You have now entered enough information to get started. Much of the information that RentalDesk collects can be entered as you go. So don't get caught up in trying to get every piece of information into the software before you start using it in your business. The only way to do that means closing your business while you set up your software, which we all know is not practical. So, now let's take a look at how RentalDesk addresses the work flow.

The Job View is where you will create and manage your jobs and spend a majority of your time Think of it as a file cabinet that contains all your information about your rentals. RentalDesk separates your work into Jobs. Jobs are rentals, events, or any type of work that you may have. Jobs will have different elements to them, such as equipment lists, invoices, purchases, and documents such as quotes and/or letters.

The Elements of a job

A job consists of the following:

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A job header

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One or more Equipment Lists

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One or more SubRentals/Orders

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One or more Invoices

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One or more Purchase Orders

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One or more attached word processor documents

Each Equipment list can have:

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One or more Dispatch notes

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One or more Returns notes

Each SubRental can have:

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One or more Goods in notes

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One or more Goods Return notes