Documents that look like your business
Every document that leaves your system is a small statement about your business. Quotes, order confirmations, invoices, job sheets — customers judge the operation by the paperwork long before they judge the equipment.
Renttix document templates put that presentation under your control. Layouts and appearance carry your branding, and the documents hub keeps everything the platform has generated — and everything customers have signed — findable in one place instead of scattered across inboxes.
E-signed agreements, signed job sheets from the field, inspection certificates, and generated PDFs all live against the records they belong to. When a dispute or an audit asks for the paper trail, it is a search, not an excavation.
Email templates complete the picture: the automated messages that carry your documents are editable with a variable palette and live preview, so they read like you wrote them.
Numbering that follows your rules
Document numbers seem trivial until they are wrong. Accountants want invoice sequences without gaps. Auditors want schemes that make sense. Operations wants order numbers staff can read over the phone without spelling mistakes.
Numbering schemes in Renttix are configurable per document type: define the format, preview exactly what the next numbers will look like before committing, and let the platform generate them consistently from then on.
Schemes can be archived and replaced as your needs change — a new financial year, a new entity, a tidier format — without breaking the history that the old scheme produced.
It is a small feature that removes a permanent background irritation, which is a fair description of good software generally.
Custom fields, your vocabulary, your knowledge
No two rental businesses describe their world identically, and forcing yours into someone else's field list means losing information at the door.
Custom fields extend Renttix's records entity by entity — the extra references, classifications, and details your operation tracks that generic software ignores. Configurable list values keep dropdown vocabularies yours, so teams pick from your terms rather than inventing their own in free text. Orders can be grouped under projects, keeping multi-site customers' work organised the way they think about it.
The built-in knowledge base extends the same idea to know-how: help articles your team authors, reviews, and publishes for the people who use your system and your customers who ask the same questions every week.
Configuration over customisation: the platform bends to the business, without a developer on retainer.
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Documents and customisation FAQ
Yes. Document templates carry your branding and layout preferences, and the documents hub keeps every generated and signed document — quotes, invoices, agreements, job sheets, certificates — against the records they belong to.
Numbering schemes are configurable per document type, with a preview of the next numbers before you commit. Schemes can be archived and replaced without breaking the history the old scheme produced.
Custom fields are configured per entity — extend the records your operation needs with extra references and classifications, and control dropdown vocabularies with configurable list values.
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