Feature Release May 2017 - Equipment Rental Software

This month, EZRentOut is all about efficiency! We wanted you to be able to plan out routes, sell items, streamline maintenance management, and sync your data with the least amount of effort. Have a look at all the things you’ll now be able to do in a snap using our equipment rental software!

Route Planning: You can use this to plan out routes when delivering items to your stores or warehouses. Check relevant orders from the list view, then click Actions > Route Planning. This will open a new window where you can see a location map to help you choose the most convenient route. You can use the ‘Print Route’ button for a hard copy as well. This feature applies to both Order Locations and Pickup Locations. This can help you plan out the best routes for dropping rental equipment off at your stores or warehouses. Learn More on Route Management.

Parking Accounts: We’ve given our customers the ability to park their accounts in EZRentOut. This is useful when you run a seasonal rental business. We’ll keep your data safe while your account goes into hibernation. On parking request, we’ll activate the ‘parked’ status once the account subscription comes to an end (whether it ends in a few days or months). Within that duration, an account owner can also request to cancel account parking. To do this, go to Settings > Billing > Park Account. Once the account is parked, you will be charged 15% of your total subscription fee (annually or monthly) for the entire parking duration. For further details, email support@ezo.io

Sell Assets and Asset Stock: In addition to selling inventory items, you can now choose to sell assets and asset stock to your customers. To enable this feature, go to Settings > Company Settings > Sell Assets and Asset Stock. With this feature, you can choose to either sell all items added to the system or allow only a few asset and asset stock items to be sold. A sale price can be set within an item’s details page. An order can contain both saleable and non-saleable items. Use the ‘Sell Items’ button within the order details page to sell items to the customers. Additionally, you can run reports on sold items from More > Reports > Sales Reports. Learn More

Bundle Pricing on the Webstore: Rental pricing in EZRentOut is incredibly flexible. Previously, we offered rental rates for bundled items, enabling you to set flat or discounted pricing for bundles. We’ve now rolled out this feature on the webstore as well. Note that bundle-level discounts are applied to the total rental price calculated for each item in a bundle. We’ve also introduced a new option at the asset level i.e. Only Rent out through Bundle. This can be enabled from within the item’s detail page. Useful when you’ve to rent out certain items as bundles. Learn More

More Bundle Enhancements: You can speed up processing times by cloning bundles. This is especially useful if your bundle line contains the ‘Advanced’ items option. These items stand for a general category of items rather than a specific item (for example, any DSLR Camera rather than DSLR Camera #213). Cloning a bundle that contains ‘3 assets named DSLR Camera’, for example, will enable you to rent out many of these bundles. Of course, cloning a bundle with specific items will only let you rent out those bundles one at a time. Learn More

Sync Documents with Dropbox: Our new Dropbox Document Sync enables you to keep backups of all your important documents. You’ll have to enable ‘Upload data to Dropbox’ under ‘Periodic Data Backup’ in Add Ons. Then, go to the Documents page and click Export > Dropbox to sync all your documents to Dropbox! The documents will go into folders such as Asset, Bundle, PO, Cart, etc. This can help you stay organized when sifting through all your records! If you’d like to integrate with other document management tools, email us.

Streamlined Maintenance Management: More new functionality for CMMS! You can now schedule one-off services for the future. Go to any item, click Service > Schedule and the item will be checked into maintenance on the scheduled date. You can also set a recurring sequence, asking the system to generate new recurring service requests either after the previous service has ended, or based on a fixed interval. Just add or edit a recurring service for this option. Learn More

Service Defaults: There’s so much room for flexibility! You can set default maintenance settings for many fields, including the start date, completion date, service vendor, and type. These settings will affect service records, and can be accessed from Company Settings > Default Settings for Service and Maintenance. You can also define new service types here, which gives you more control around how maintenance data is organized in your company.

Accounts Receivable Report: EZRentOut’s equipment rental software enhances your business decisions by helping you make sense of complex rental management data. Using our in-depth reports and analytics, you can understand financial trends, maintenance needs, and rental volume. For the same purpose, we now have ‘Accounts Receivable’ report in Report > Financial Reports. This report will primarily show you all the pending payments for orders on a particular date. You can filter these reports by order statuses, businesses, individuals, and dates.

Use AIN instead of Asset#: At EZRentOut, we try to make things easy for you by providing you with default templates and frameworks to keep things organized. This is why we’ve given you the Asset# to help you keep tabs on items easily. However, if your workflow primarily uses AINs to keep track of items, you can always use them instead of the Asset# in item listings. This can be changed from Company Settings > Advanced Settings. Learn More

Square + EZRentOut Integration (Coming Soon): We’re super excited to announce that we’re adding another POS integration to our equipment rental software soon. You’ll be able to make transactions using Square POS solution. The integration is in the works and you’ll get to use Square (Beta version) for secure rental transactions in EZRentOut by June 2017. For further details, email us.

Here are some other tweaks we’ve made for you!

Time Format: You can now toggle time settings between the 12-hour and 24-hour format. The format will be used across all listings, reports, emails, and printed documents.
Documents and comments tab for Members: You can add comments and photos to individual member pages, helping you keep track of all your documentation.
Shipping addresses for business: Add a shipping address for businesses, specifying where items will be delivered, by clicking on ‘Shipping Location’ on any order. Learn More
Multiple tax rates in orders: You can now add multiple taxes to an order. This can be set up from Tax Details under Company Settings. Learn More
Date and Time for Events: You can hover on dates in the Latest Events and History sub-tabs of items to show the exact date and time the event took place.