Customer management and CRM
Your customer list is not just a list of names and phone numbers. It is the commercial memory of your business — who hires what, how often, what terms they are on, and what their payment history looks like.<br><br>Renttix provides a complete customer directory with a 360-degree view of every account. From a single customer profile, your team can see active and past orders, outstanding invoices, payment history, signed contracts, delivery addresses, and internal notes. Everything about the relationship is in one place.<br><br>Activity timelines show the full history of interactions — when orders were placed, when invoices were sent, when payments were received, when someone in your team added a note. This is the context your operations team needs to handle customer calls confidently, without scrambling through emails and spreadsheets.<br><br>Multiple delivery addresses are supported per customer, reflecting the reality that many hire customers operate across multiple sites. Each address carries its own access notes, contact details, and delivery instructions, so drivers always have the information they need.
Contracts and agreements
Rental agreements are the legal foundation of every hire. They define the terms, the responsibilities, and the protections for both your business and your customer. Managing them on paper — or worse, not managing them at all — exposes your business to disputes, unpaid invoices, and compliance gaps.
Renttix handles payment terms and credit management at the customer level. Set each customer's payment terms (net 7, net 30, on account, pay on collection) and the system enforces them across all orders. Credit limits prevent your team from creating orders that exceed a customer's approved credit, giving you commercial control without slowing down operations.
KYC (Know Your Customer) documentation is stored against the customer record. Upload driving licenses, proof of address, insurance certificates, and any other documentation your business requires. The system tracks which documents are on file and alerts your team when documents are missing or have expired.
E-signatures allow customers to sign rental agreements digitally. Agreements are generated from the order data, sent for signature, and stored against the order record once signed. No printing, no scanning, no chasing paper copies.
Compliance and communication
Compliance is not just a box-ticking exercise — it is the audit trail that protects your business when something goes wrong. A disputed invoice, a damaged asset, a customer who claims they never agreed to the terms. These situations are resolved by documentation, and Renttix ensures that documentation exists.
Every significant action in the system is logged in an audit trail — who created an order, who changed a price, who approved a credit note, who signed the agreement. This is not optional. It runs automatically in the background, giving you a complete, tamper-proof record of what happened and when.
Communication history keeps a record of emails, WhatsApp messages, and SMS sent through the system. When a customer calls to say they never received an invoice, your team can see exactly when it was sent and to which address.
WhatsApp integration connects your rental operations to the messaging channel your customers actually use. Send order confirmations, delivery notifications, and payment reminders through WhatsApp Business API, with the conversation history stored against the customer record for future reference.
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Customers and contracts FAQ
Yes. Rental agreements are generated from order data and sent for e-signature. Once signed, the agreement is stored against the order record automatically. No printing, scanning, or chasing paper copies required.
Each customer has configurable credit limits and payment terms. The system prevents orders from being confirmed when they would exceed the customer's approved credit limit, giving you commercial control at the point of sale.
Yes. WhatsApp Business API integration lets your team send order confirmations, delivery updates, and payment reminders through WhatsApp. All messages are stored against the customer record as part of the communication history.
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