Asset Intelligence and Management

What's New

Here’s the latest on what we’ve been up to!

Feature

Service Workshop

A complete solution for listing & selling maintenance services for your rental assets and other customer equipment, including e-commerce and in-depth reporting.

November 02, 2022

Feature

Documents on Cart Checkouts

EZRentOut introduces Upload documents on Cart Checkouts while renting out an Order on Webstore. Specify the type, size and number of documents to upload and enable settings to verify or reject those documents.

June 30, 2021

Feature

Tax Groups

Easily apply multiple taxes to a line-item or Order total with Tax Groups and seamlessly sync taxes with accounting integrations.

March 23, 2021

Feature

Graphs in Custom Reports

EZRentOut introduces Graphs in Custom Reports to take the power of data a step further. Select a format, plot selected data from a report and get instant graphical representation of it.

February 17, 2021

Feature

Integration with Stripe POS Terminal

The EZRentOut team is excited to announce the launch of a new feature to help you manage your credit card payments at your POS through Stripe Terminal.

February 15, 2021

Feature

Alerts in phases

Send multiple alerts about important events to your users and facilitate tasks on time.

January 24, 2021

Feature

Zapier Integration

EZRentOut now offers a seamless integration with Zapier.

July 20, 2020

Feature

Plug’n Pay Integration

You can now integrate a Plug’n Pay account with your EZRentOut account to quickly process online payments via credit card. To enable the integration, go to Add Ons → Enable Payments through Credit Card → Use Plug'n Pay.

December 02, 2020

Feature

Track Order Delivery Status

Seamlessly track the delivery status of orders with EZRentOut’s new feature. Schedule a delivery, mark it as delivered, and even get a confirmation from the customer.

November 24, 2020

Update

Custom Report for customer level pricing

With our latest enhancement in the custom reports, you can now run a custom report for customer level pricing of your customers.

November 10, 2020

Feature

Functions in Custom Reports

you can now apply functions such as Sum, Average and more to columns in Custom Report for greater insights

October 18, 2020

Feature

Usage Tracking for Assets

Track item usage in terms of meter units and charge customers for any over usage with the new Usage Tracking feature. To enable usage tracking go to Add ons --> Track usage for Assets and to enable overage charging go to add ons --> Charge Overage for Assets.

September 28, 2020

Feature

Line Item Taxes

Enjoy greater flexibility when applying taxes to Orders. Instead of applying taxes to the entire Order, you can now apply individual taxes to each line item within the Order. To enable the feature, go to Settings → Company Settings → Tax Details and select the checkbox for ‘Apply tax per individual item’

April 18, 2020

Feature

Customer-Level Pricing

Customize the pricing and set personalized rates for individual customers on an item level. To enable the feature, go to Settings → Add Ons → Customer-Level Pricing.

February 07, 2020

Feature

Charge for damaged items in an order

Charge damages for order line items and specify why you're doing so, as well as keep track of the damage history. To enable the feature, go to Settings → Add Ons → Damaged Items.

February 03, 2020

Feature

Increased Flexibility in Consolidated Invoices

Our consolidated invoices are now even more flexible. Customize printout templates, email them to customers, and more! You can also track additional information like attached orders and detailed pricing information.

January 15, 2020

Update

Improvements to Custom Reports

Use Custom Reports more effectively with new filters for custom attributes. Moreover, you can apply multiple filters to each attribute. The reports have also undergone performance enhancements.

November 25, 2019

Feature

Order Expenses

This feature allows users to list all the expenses incurred in preparing and dispatching the order, i.e. getting it to completion. To enable this feature, go to: Settings > Add ons > Order Expenses.

November 13, 2019

Feature

Trackunit Integration

Make use of GPS tracking capability to track device movements across locations with the help of Trackunit.

October 21, 2019

Feature

Disable Payment Section on Order Return form

Allow customers to return Orders without making a payment. Hide the payment section from the Order Return form by going to Settings → Company Settings → Pricing and Payments in Orders → Charge payment while returning order.

October 14, 2019

Feature

Alert when a customer unsubscribes

Receive alerts for when customers unsubscribe from your emails. You can enable this from More -> Alerts -> My Alerts -> Customers -> Cancelled Email Subscriptions

October 07, 2019

Feature

Add Documents and Comments to Locations

The Locations module now has support for documents, images and comments.

October 07, 2019

Update

Set Dates in Rented Out Orders

Allow users to set a rent out or return date when adding or removing items from a rented out Order.

October 02, 2019

Update

Negative Invoices in Quickbooks

Negative invoices will no longer sync to QuickBooks. This will help eliminate inconsistencies, making payment processing more seamless.

August 26, 2019

Feature

Customer Profiles

Allow customers to update their profile information on the Webstore. Enable this feature from Store Settings --> Customer Profile.

September 20, 2019

Feature

EZRentOut WordPress Plugin

If you already have an online store on WordPress that your customers are familiar with, you can use our WordPress Plugin to link your EZRentOut data with your store.

June 13, 2019

Feature

Asset Stock and Inventory Value Reports

Gain insights into the value of your Inventory and Asset Stock with our new reports from Reports --> Inventory Reports/Asset Stock Reports --> Inventory Value/Asset Stock Value

June 13, 2019

Update

Integrated Email updates

We have introduced significant UI/UX enhancements to Integrated Emails. Our new functionality provides you with: 1. The ability to access the concerned Customer, Order and Assignee 2. The ability to view linked Orders with the email 3. Filters for Customers, Business, Order and Assignee 4. Auto-refresh email count on top of the page

June 05, 2019

Feature

Revenue Recognition

You can now choose an accounting method that best fits your company operations. Use either Cash or Accrual Accounting for revenue recognition and tax calculations in reports. To select your accounting method, go to Settings -> Company Settings -> Revenue Recognition.

May 17, 2019

Feature

Additional Address or Location options in Orders

Let your customers choose how they want to receive and return Orders. For receiving Orders, they can opt for either an in-store pickup or delivery. For returning Orders, they can choose to either ship them to you or have you pick them up. To enable this feature, go to Settings -> Company Settings -> Advanced Settings -> Receiving and Returning Items of an Order OR Settings -> Store Settings -> Receiving and Returning Items of an Order.

May 14, 2019

Feature

Sell Asset and Asset Stock on Webstore

You can now sell Asset and Asset Stock on your Webstore in addition to selling Inventory to your customers. To enable this feature, go to Settings --> Store Settings --> Sell Asset and Asset Stock.

May 13, 2019

Update

Purchase Orders : line item locations

You can now set different Locations for Items in a Purchase Order. In this way, Items are automatically assigned Locations once received. This will save you the time and effort of manually changing the Location of each Item when handling large Purchase Orders.

May 02, 2019

Feature

Replace Items with the same name in Orders

When cloning a past Order, you can now replace unavailable items with available Items of the same name. This is useful when processing large recurring Orders.

April 29, 2019

Update

Payment Terms: Payment due by a certain day of the month

You can now use Payment Terms to define a certain day of the month as the due date, such as "the 20th of every month”.

April 29, 2019

Feature

EZRentOut Mobile App: Replace unscanned items in an Order

You can now replace unscanned Items in an Order using EZRentOut Mobile App with available Items of the same name via scanning. Useful when you clone a Past or Rented Out Order. To enable this feature, go to Settings -> Add Ons -> Item Verification for Orders -> Check 'Enable replacement of (un-scanned) assets with the same name'.

April 23, 2019

Feature

Sales Margin Report for Inventory

Our new Sales Margin Report enables you to track the individual profitability of sold inventory. Access it from Reports -> Inventory Reports -> Sales Margin.

April 23, 2019

Update

Syncing Default Line Items with Accounting Softwares

Sync Default Line Items with QuickBooks and Xero whether they are inside or outside the Order total.

April 11, 2019

Update

Webstore Improvements

Customers can now take the following actions from the Order details page on the Webstore based on Store Settings: Request Order cancellations Print Orders Make Payments

April 11, 2019

Update

Scheduling Reports

Choose either a custom time or a company defined time for scheduling Reports. To access this, go to: Reports → Custom Reports → Schedule Report

March 26, 2019

Feature

Coupons Reports

This will allow users to see the usage of their coupons and highlight the most popular ones.

March 18, 2019

Feature

Consolidated Invoicing

Currently, all invoicing in EZRentOut is done for single orders. However, some clients have workflows that require them to send one invoice for multiple orders to a specific business or customer. This feature will allow users to generate a single, consolidated printout to businesses or customers for multiple orders (for a recurring order).

March 11, 2019

Feature

Transfer stock in bulk

Allow users to transfer stock quantity in bulk from one location to another via excel import. To access this, go to Asset Stock / Inventory-> Import from Excel -> Transfer Existing Asset Stock / Inventory

March 04, 2019

Feature

Topaz Signature Pad Integration

This integration will enable users to capture signatures using the Topaz Signature Pad Model T-S460-HSB-R.

February 20, 2019

Feature

Webstore Plugin

This feature allows you to use a plugin to link your website with the EZRentOut Cart Page and incorporate the checkout process into your online rental experience. Works with all web development platforms including WordPress, Wix and Squarespace To add the cart widget to your website, go to Settings → Store Settings → Webstore Plugin → Enabled.

February 11, 2019

Feature

Stock view for Asset Stock

You can now see the location stock view for asset stock like the existing location inventory view in EZRentOut. This feature will allow users to see asset stock quantity per location.

February 04, 2019

Feature

Nested Subgroups

This feature allows you to nest subgroups within groups. Each group can have several subgroups within it and you can create as many levels as you like. You can also use the tree view for a hierarchical display of all nested subgroups in your account.

January 28, 2019

Feature

Reorder Quantity

You can now specify a default reorder quantity for each asset stock and inventory item to enable seamless replenishment. To do this, go to the item's details page > Edit > Extended Information > Reorder Quantity. So whenever you add such an item to a purchase order, the quantity to be ordered is reset to its defined reorder quantity.

January 21, 2019

Feature

OneDrive Integration

OneDrive Integration enables you to keep backups of all your important data. You’ll have to Add your OneDrive Account under ‘Data Backup’ in Add Ons. Stay organized when sifting through all your records!

January 09, 2019

Feature

Integrated Emails

The Integrated Email feature enables you to manage all your Order Emails using EZRentOut. The ability to manage these on EZRentOut means you can view customer queries, update Orders accordingly, and then respond to customers – right from the Order Detail Page.

January 03, 2019

Update

Changes in Payment Terms

Companies can now create payment terms based on Rent Out, Return, Booked on, Booked from and Order Created on date. Payment Pending label will show when payment becomes due.

January 03, 2019

Feature

Grace period for Webstore orders

Sometimes companies require some time to prepare an order or require time to ship it. This feature allows them to set a grace period for orders on webstore so users can only book an order x days from the last order. It also allows them some to set a post return grace period as well.

December 17, 2018

Feature

Placeholders for Order Identification Number

Companies have sequence numbers that include customer identifiers and sometimes specific text strings. This feature will allow them to be able to set placeholders for OINs such as Customer#, Order# etc.

December 12, 2018

Feature

Ability to change date format

Non-US companies often use dd/mm/yyyy as the date format. They can now set this up for their account.

December 06, 2018

Feature

Payment Range on Webstore

Set a payment range on your Webstore, forcing customers to pay a fixed portion of the rental online. This can help reduce lost business.

November 20, 2018

Feature

Flexible Order Month Duration

Some rental businesses bill according to calendar months, while others count a fixed number of days as a month. Choose a duration you prefer.

October 30, 2018

Feature

Multi-Store Listings

Manage different departments and store locations from a single EZRentOut account. You can segment items, customers, and employees this way, while still making use of aggregate reporting across the board.

October 22, 2018

Feature

Webstore Domain Ownership Verification

Google Analytics, AdWords and other analysis tools require domain verification. Our new feature allows you to add multiple meta tags to your main Webstore page to this end.

October 10, 2018

Feature

Late Fee Syncs with Accounting Software

You can now sync Late Fees on all the accounting software we integrate with, including QuickBooks Desktop, QuickBooks Online, as well as Xero. This helps you centralize payment details.

October 03, 2018

Update

Embed Images in the Order Printout

You can now embed images directly into an Order Printout. This is helpful when store owners want to keep a record of an item’s condition before and after its rental period.

September 26, 2018

Feature

Custom Prefix of Orders on Printout Templates

Customize the prefix text of all printout templates, such as Invoices, Quotes, Receipts, and more. An Order Printout has the same sequence number as its associated Order, but can be prefixed however you’d like.

September 19, 2018

Update

Recurring Orders by Date

While you could previously create Recurring Orders based on time intervals, our new enhancement causes billing to recur on a specific date every month.

September 12, 2018

Feature

Add or Remove Items to a Rented Out Order

Who hasn’t had to add or remove a few items in an already Rented Out order? This is helpful if you’ve missed a few items, have received an Order for more, or need to process returns.

September 05, 2018

Feature

Boolean Custom Field

We’ve added boolean custom fields for Orders, Purchase Orders, Work Orders, and more. This can help you see whether an order requires deliveries, for example.

August 15, 2018

Update

QuickBooks Desktop Enhancements

Choose how to sync data between QuickBooks and EZRentOut. You can sync all data since your last sync, all data from a specific date, or even just all data since account inception.

August 08, 2018

Feature

Webstore Cart Widget

Add a Webstore Cart plugin to your main website. This is a great way to remind your customers about the contents of their Webstore carts and lower cart abandonment!

August 01, 2018

Feature

Late Fee

Users can apply late fee charges to items not returned by their expected date of return. This encourages customers to return items on time, helping you avoid uncertainties.

July 24, 2018

Feature

No Charge Days

Select the days for which you would like rent to be charged, and make the rest ‘No Charge Days’. This makes billing more convenient for businesses that do not operate 7 days a week.

July 16, 2018

Feature

PayPal Payments on the Webstore

The option to pay through PayPal on the Webstore gives customers a wider range of payment options. This Add On redirects them to the PayPal website to complete their purchase.

July 02, 2018

Feature

Item Recommendation for Orders (Beta)

This feature uses artificial intelligence to highlight rental assets that are normally rented out together. Recommendations will be made when users add an item to an Order.

July 04, 2018

Feature

Availability Calendar on the Webstore

Look up an Item’s availability on the Webstore for smooth bookings, every time. Your customers can sift through different dates, and use location filters for added convenience.

June 29, 2018

Update

Setting Character Limits on the Listing Page

You can now truncate the length of columns by customizing their character limit. This will enable users to better organize data on listing pages, and help them view what’s important.

June 10, 2018

Feature

Payment Terms

Define the date on which a payment is due from a customer, and trigger a warning alert for payments that are past their due date.

June 13, 2018

Update

Revamped Custom Reports

You can now build custom reports on the basis of different modules and a greater variety of columns and filters.

May 01, 2018

Feature

Automate Credit Card Payments for Recurring Orders

Orders can now be charged automatically at the end of each billing cycle, barring the last one which must be charged manually.

May 09, 2018

Feature

Lost Business Report

Track customer attempts to order out-of-stock items on the Webstore, allowing you to prepare for future demand more effectively.

January 01, 2018

Feature

Advanced Dashboard View

Stay ahead of all the events and happenings in your company. We've added an advanced layout to the dashboard where you can view all your KPIs and performance metrics.

November 08, 2017

Feature

Set alerts for staff users

Account owners and admins are now able to set up default alerts for staff users. Explore more from More > Alerts > Staff Alerts tab.

November 02, 2017

Feature

Display Pick up locations on the Webstore

Let your customers choose the nearest pickup location when placing an order on the Webstore - may it be your warehouse, retail store or a franchise in another region. Enable this setting from Store Settings > Pick Up Location.

October 30, 2017

Feature

Multiple Payment Gateways

Choose multiple payments gateways in EZRentOut. For example, you can use Square on the app while accepting online payments on the Webstore through another gateway.

August 09, 2017

Update

Charges for Webstore Booking

Specify a percentage or gross amount payable for booking orders through the Webstore. Go to Settings → Store Settings → Order Settings → Enable Payments Through Webstore - Charge.

September 01, 2017

Feature

Custom Fields: Members, Vendors, Customers

You can now add custom fields for customers, members and vendors to capture a wider breadth of organizational data.

August 16, 2017

Feature

Fuzzy Lists

Create Fuzzy Lists for scenarios where you want to add a broad ‘category’ of items to an order – say a camera from the DSLR group – without fixating on the exact asset ID.

July 29, 2017

Feature

Integration with Square POS

We now integrate with Square POS, available on both the Android and iOS versions of the EZRentOut mobile app.

July 20, 2017

Update

Webstore Theme Improvements

You can add an external CSS file to enhance your webstore by going to Settings → Store Settings → Theme → External CSS Link.

August 06, 2017

Feature

Pricing Snapshot

Freeze the rental rates of order items at the point they were added to an order. This allows pricing consistency by ensuring changes to rental rates do not change these rates within orders.

June 17, 2017

Feature

Enable Assets and Asset Stock to be Sold

You can now sell rental asset and asset stock items using EZRentOut. This setting can be tweaked for all items, or only specific ones.

June 15, 2017

Feature

Inclusive/Exclusive Rental Durations

Rental durations may be Inclusive or Exclusive of the Return Date/Time. For example, 9 pm one day to 9 pm the next counts as 1 day and 1 minute if set to Inclusive, or just 1 day if set to Exclusive.

June 09, 2017

Feature

Default Invoice Line Items for Security Deposits and More

Add or customize line items for security deposits, damage waiver charges, etc. These would appear as a default on all active orders that are in a drafted state.

June 03, 2017

Feature

Route Planning

Map out order and pickup locations using the Route Planning feature for quick deliveries to your stores or warehouses.

May 10, 2017

Feature

Multiple Order Printouts

You can now generate Order Printouts for multiple orders by taking mass actions from the order detail page

April 14, 2017

Feature

Multiple Order Payments

Charge payment for different orders all at once by taking mass actions from the order detail page.

April 05, 2017

Feature

Date and Time for Events

You can hover on dates in the Latest Events and and History sub-tabs of items to show the exact date and time the event took place.

February 11, 2017

Update

Bundle Enhancements

You can now clone bundles to speed things up. In addition, bundles added to an order multiple times will collapse into one for a cleaner look. You can expand them to see their component items.

February 12, 2017

Update

Report Enhancements

This includes per-page aggregate values wherever a report column contains numeric data, as well as customizable column widths.

February 06, 2017

Feature

Time Format

You can now toggle time settings between the 12-hour and 24-hour format. The format will be used across all reports, emails, and documents.

February 05, 2017

Feature

Multiple Taxes in Orders

You can now add multiple taxes to an order. This can be set up from Tax Details under Company Settings.

January 25, 2017

Feature

Shipping Address for Businesses

Add a shipping address for businesses, specifying where items will be delivered, by clicking on 'Shipping Location' on any order.

January 06, 2017

Feature

Same Day Returns

As an example, orders booked on a Monday will have to be returned the same day. Go to Store Settings > Order Settings to enable this setting.

January 11, 2017

Feature

E-commerce Tracking

Use JavaScript for e-commerce tracking. Configure a script after cart confirmation to track web order sales on Google Analytics.

December 16, 2016

Feature

Direct Payment on Webstore

Payment is now a lot more convenient for your customers. They can pay directly through the webstore, without having to access a customer portal.

December 23, 2016

Feature

Recurring Services

In addition to Service Triage, our Advanced Services and Maintenance module now includes Recurring Services. Use this to repeat service cycles at regular intervals.

December 01, 2016

Feature

Supercharged Rental Rules and Coupons

Use coupons to offer discounted rental prices to customers. This can be done manually or through online referrals. You can also add validity periods and set coupon usage per customer.

November 15, 2016

Feature

Business Hours

Aren’t open 24/7? Use business hours to keep staff users and customers from ordering outside pre-set hours. This restriction can also be set up for the webstore.

November 15, 2016

Feature

Add Businesses as Customers

Customers can now include businesses. You can associate customers to these businesses, apply filters for actionable insights, and add documents or comments for added convenience.

November 15, 2016