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Features

Everything your rental operation needs

From the first quote to the last return, every step of a rental in one place, built around how a rental counter actually works. Every plan includes the core rental workflow: quotes, orders, live availability, invoicing and your customer records. Growth adds dispatch, the driver app, service jobs and depot scanning. Scale adds RenttixPilot, the API, single sign-on, the audit log and the online store. Each feature below is something a rental counter uses every day.

Built for the full rental cycle

  • FIG. 01 · Rate definitions · sample data

    FIG. 01Rate definitionssample data

    Products, assets & availability

    Track products, serialized assets, bulk stock, and live availability with conflict detection, barcode/QR support, and real-time status across every depot.

  • FIG. 02 · Credit Notes Demo · sample data

    FIG. 02Credit Notes Demosample data

    Scheduling, dispatch & logistics

    Plan rentals, deliveries, and collections visually — drag-and-drop calendars, route optimization, fleet management, GPS tracking, and map-based dispatch.

  • FIG. 03 · Sales transactions · sample data

    FIG. 03Sales transactionssample data

    Billing, invoicing & payments

    Handle complex rental billing without manual workarounds — invoice runs, batch invoicing, rate calculations, minimum hire periods, partial weeks, Stripe payments, credits, and refunds.

  • FIG. 04 · Field Service Demo · sample data

    FIG. 04Field Service Demosample data

    Customers, contracts & compliance

    Keep customer records, contracts, and compliance in one system — CRM, customer 360, e-signatures, KYC documents, payment terms, credit management, and communication history.

  • FIG. 05 · Field Service Demo · sample data

    FIG. 05Field Service Demosample data

    Integrations & platform control

    Connect your stack and control the platform your way — QuickBooks, Xero, Sage, Zoho, Tally, Stripe, Twilio, WhatsApp, role-based permissions, audit logs, dashboards, and analytics.

    • Job sheets with customer sign-off
    • Service checklists
    • Labour capture
    • Field estimates and quotes
    See all 12 capabilitiesShow fewer
    • Parts requests from site
    • Van stock consumption
    • Service report PDFs
    • Two-way office messaging
    • Field expenses
    • Offline-first sync
    • Asset service history on scan
    • Customer-owned equipment servicing

  • FIG. 06 · Workforce Demo · sample data

    FIG. 06Workforce Demosample data

    Drivers app

    Give drivers the tools to complete jobs properly in the field — signature capture, delivery and collection photos, GPS location, route optimization with efficient stop sequencing, and real-time job status updates.

    • Clock-in and clock-out
    • Timesheets by date range
    • On-the-clock view
    • Holiday booking
    See all 9 capabilitiesShow fewer
    • Approval queue
    • Allowance tracking
    • Sick and unpaid leave
    • Weekend counting rules
    • Per-person overrides

  • FIG. 07 · AI Operations Demo · sample data

    FIG. 07AI Operations Demosample data

    Desktop app

    Support walk-in and counter-based rental workflows in branch environments — over-the-counter rental agreements, customer signing in person, payment collection at the desk, and desk-based customer handling.

    • Natural-language answers
    • Live fleet and finance data
    • Permission-aware actions
    • Deep links to the right screen
    See all 10 capabilitiesShow fewer
    • WhatsApp channel
    • Slack channel
    • Email digests
    • Full audit trail
    • Kill switch
    • Usage credits

  • FIG. 08 · Warehouse Demo · sample data

    FIG. 08Warehouse Demosample data

    Warehouse & depot operations

    Keep the yard honest with scan-driven workflows — prep queues and pick scanning, returns check-in with condition capture, damage flagging, and van stock managed like the depot it is.

    • Prep queues
    • Pick scanning
    • Mispick prevention
    • Returns check-in
    See all 9 capabilitiesShow fewer
    • Condition capture
    • Damage flagging
    • Van stock loading
    • Minimum levels and restock hints
    • Multi-depot queues

  • FIG. 09 · Extension Requests Demo · sample data

    FIG. 09Extension Requests Demosample data

    Customer portal

    A self-service portal where customers see live orders and equipment on site, pay invoices, request off-hire, sign agreements, and manage saved cards — without calling your office.

    • Live orders and equipment on site
    • Invoice viewing and online payment
    • Off-hire requests
    • E-signed agreements
    See all 11 capabilitiesShow fewer
    • Saved cards and deposit links
    • Rental subscriptions with pause / resume
    • Document downloads
    • Support tickets
    • Service history and loyalty view
    • Identity verification
    • Online quote acceptance and e-sign

  • FIG. 10 · Payments · sample data

    FIG. 10Paymentssample data

    Global payments & tax

    Take payments the way each market pays — Stripe, PayPal, Square, Razorpay, Xendit, Mercado Pago, Alipay+, Airwallex — and calculate tax with classes, zones, exemptions, Avalara and TaxJar.

    • Eight payment providers
    • Saved and deposit cards
    • Multi-currency with live FX
    • Tax classes, zones and rules
    See all 9 capabilitiesShow fewer
    • Customer exemptions
    • Avalara and TaxJar
    • Transport tax handling
    • Filing exports
    • Nexus summary

  • FIG. 11 · Online Store Demo · sample data

    FIG. 11Online Store Demosample data

    Online store & booking widgets

    Turn your website into a booking channel with an embeddable reservation widget, run a hosted storefront with coupons and deposits, or connect Shopify and WooCommerce.

    • Embeddable booking widget
    • Reservation approval queue
    • Hosted storefront
    • Customer accounts
    See all 8 capabilitiesShow fewer
    • Coupons
    • Online deposits
    • Shopify embedded app
    • WooCommerce integration

  • FIG. 12 · Add a Supplier Demo · sample data

    FIG. 12Add a Supplier Demosample data

    Suppliers, POs & sub-rental

    Say yes when the yard says no — cross-hire from suppliers with both prices tracked, one-click purchase orders, per-leg proof of delivery, and supplier records that remember who delivers.

    • Sub-rental lifecycle tracking
    • Cost and charge margin view
    • One-click supplier POs
    • Per-leg proof of delivery
    See all 7 capabilitiesShow fewer
    • Supplier records
    • Purchase orders for parts and stock
    • Clean cancellation handling

  • FIG. 13 · Developer Platform Demo · sample data

    FIG. 13Developer Platform Demosample data

    Developer API & webhooks

    A documented REST API under /api/v1 with scoped, revocable keys, webhook endpoints with delivery logs, and request logging — build on your rental data instead of exporting it.

    • Versioned REST API
    • Self-serve API keys
    • Instant key revocation
    • Webhook endpoints
    See all 7 capabilitiesShow fewer
    • Delivery logs
    • Request logs
    • In-platform documentation

  • FIG. 14 · Account security · sample data

    FIG. 14Account securitysample data

    Enterprise security & access

    Single sign-on, passkeys, and two-factor at the front door — with fine-grained role-based permissions enforced server-side and a redacting audit trail behind it.

    • Single sign-on (SSO)
    • Passkeys
    • Two-factor authentication
    • Role-based permissions
    See all 8 capabilitiesShow fewer
    • Server-side enforcement
    • Sub-users
    • Rotatable invite links
    • Redacting audit trail

  • FIG. 15 · Documents & E-Sign Demo · sample data

    FIG. 15Documents & E-Sign Demosample data

    Testing, inspections & compliance

    Statutory regimes as regional presets — LOLER, PAT, OSHA, Test & Tag — with certificate storage, due lists, booking blocks for lapsed assets, insurance claims, and chain of custody.

    • Regional regime presets
    • Custom inspection types
    • Certificate storage
    • Due and overdue lists
    See all 9 capabilitiesShow fewer
    • Warn or block on booking
    • Start-of-day vehicle checks
    • Insurance claim tracking
    • Chain of custody
    • Inspection history import

  • FIG. 16 · Reporting Demo · sample data

    FIG. 16Reporting Demosample data

    Growth & automation

    Automation rules with dry-run and version rollback, reminders that chase for you, repeat-order intelligence, HubSpot sync, loyalty tiers, and review requests that build reputation.

    • Automation rules with dry-run
    • Version rollback
    • Reminders
    • Recurring jobs
    See all 10 capabilitiesShow fewer
    • Repeat-order intelligence
    • Customer suggestions
    • HubSpot sync
    • Loyalty points and tiers
    • Review requests
    • Email template editor

  • FIG. 17 · Inventory Count Demo · sample data

    FIG. 17Inventory Count Demosample data

    Asset intelligence & telematics

    Know what every asset earns, costs, and is doing right now — health and cost reports, governed lifecycle states with holds, investigations, barcode stock takes, RFID, and live telematics.

    • Per-asset cost reports
    • Asset health scoring
    • Fleet-level rollups
    • Lifecycle states and holds
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    • Investigations
    • Barcode stock takes
    • RFID validation
    • Label printing
    • Telematics GPS and engine hours

  • FIG. 18 · Quote Builder Demo · sample data

    FIG. 18Quote Builder Demosample data

    Kits, bundles & pricing control

    Equipment kits that book and dispatch as one, priced bundles that publish to Shopify and WooCommerce, rate definitions with duration rules, and scheduled fleet-wide pricing runs.

    • Asset kits with attach / detach
    • Catalogue bundles
    • Bundle price calculation
    • Popular bundle insights
    See all 9 capabilitiesShow fewer
    • Publish bundles to Shopify / WooCommerce
    • Rate definitions
    • Hire duration rules
    • Scheduled pricing runs
    • Preview and cancel before apply

  • FIG. 19 · Documents & E-Sign Demo · sample data

    FIG. 19Documents & E-Sign Demosample data

    Documents, numbering & custom fields

    Branded document templates with a signed-documents hub, numbering schemes with preview, custom fields per entity, configurable list values, project grouping, and a built-in knowledge base.

    • Document templates
    • Branded appearance
    • Documents hub
    • Numbering schemes with preview
    See all 8 capabilitiesShow fewer
    • Custom fields per entity
    • Configurable list values
    • Order project grouping
    • Knowledge base authoring

  • FIG. 20 · AI Operations Demo · sample data

    FIG. 20AI Operations Demosample data

    AI Operations & Agent Team

    Seven opt-in specialist AI agents watch the business daily and queue ready-to-approve work — under verifiable governance, layered kill-switches, and transparent credit billing.

    • 7 specialist agents
    • 13 daily digests
    • One-click approvals
    • Approver-credential execution
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    • Money circuit breakers
    • Deny-by-default RBAC
    • Tamper-evident AI audit
    • Reversible PII masking
    • Layered kill-switches
    • Credit metering & packs

  • FIG. 21 · Home screen demo · sample data

    FIG. 21Home screen demosample data

    AI knowledge & guided onboarding

    The assistant that knows your business — semantic search over your records, quoted answers from uploaded RAMS packs and certificates, long-term preference memory, and a free guided setup conversation that builds real records.

    • Semantic record search
    • PDF and DOCX Q&A
    • Automatic document sync
    • Nightly reindexing
    See all 10 capabilitiesShow fewer
    • Product knowledge base
    • Long-term preference memory
    • Conversational guided setup
    • Company registry auto-fill
    • Live rate test drive
    • Zero-rated onboarding AI

  • FIG. 22 · System setup · sample data

    FIG. 22System setupsample data

    Developer Platform & Ecosystem

    Build on Renttix with a 600-operation API, TypeScript and Python SDKs, signed webhooks, a Zapier app, an MCP server for AI agents, and a marketplace where partners publish apps any tenant can install.

    • 600+ API operations
    • TypeScript & Python SDKs
    • OAuth2 & scoped keys
    • HMAC-signed webhooks
    See all 10 capabilitiesShow fewer
    • Typed event catalogue
    • MCP server for AI agents
    • In-browser API playground
    • Sandbox & test data seeding
    • App marketplace
    • Zapier — 8,000+ tools

  • FIG. 23 · Field Service Demo · sample data

    FIG. 23Field Service Demosample data

    Delivery Experience & Logistics Intelligence

    Automatic ETAs and live tracking for customers, polygon coverage areas, route recommendations at order entry, self-running recurring schedules, and depot-to-depot stock transfers.

    • ETA texts & emails
    • Live tracking pages
    • Public order tracker
    • Failed-delivery follow-ups
    See all 10 capabilitiesShow fewer
    • Polygon service areas
    • Order-entry route recommendations
    • Recurring job generation
    • Auto roll-forward
    • iCal calendar feeds
    • Inter-depot transfers

  • FIG. 24 · Workshop Demo · sample data

    FIG. 24Workshop Demosample data

    Workshop Command Centre

    Run repairs like a department — a drag-and-drop engineer board, first-time-fix and MTBF KPIs, customer-approved estimates, parts with supplier catalogues, and a return inspection gate that raises repair jobs itself.

    • Drag-and-drop planning board
    • First-time-fix rate
    • MTBF & engineer utilisation
    • Repeat-failure detection
    See all 10 capabilitiesShow fewer
    • Customer-approved estimates
    • Customer equipment servicing
    • Supplier catalogues & lead times
    • Auto-drafted purchase orders
    • Return inspection gate
    • Auto-raised repair jobs

  • FIG. 25 · Recurring Charges Demo · sample data

    FIG. 25Recurring Charges Demosample data

    Billing & revenue automation

    Bill the hires that never end — open-ended rentals and subscriptions on card-on-file cycles, metered usage with overage, accruing late fees, policy-driven refunds, and depreciation journals posted to your accounts.

    • No-end-date hires
    • Card-on-file billing cycles
    • Free-unit allowances and overage
    • Telematics meter readings
    See all 10 capabilitiesShow fewer
    • Automatic late-fee accrual
    • Refund preview on cancellation
    • Pro-rated early-cancel refunds
    • Discounts and promo codes
    • Quote acceptance portal
    • Automated depreciation journals

  • FIG. 26 · Home screen demo · sample data

    FIG. 26Home screen demosample data

    Workspace Experience & Global Platform

    A workspace each person can shape — global search, themes, accessibility, real-time updates — in your market's language and your own terminology, on a platform that treats trials, referrals and records properly.

    • Global search
    • Drag-and-drop sidebar
    • Themes & UI scale
    • Accessibility preferences
    See all 10 capabilitiesShow fewer
    • Real-time updates
    • Multi-language interface
    • Custom terminology
    • Regional presets
    • Branded workspace URLs
    • Referral & loyalty rewards

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Features — Renttix Rental Management Software