So, you're ready to set up OnRent? OnRent prides itself on the simple setup, so you can easily navigate and personalise it to however you wish. Follow these steps below to turn your shiny new system into the perfect solution for your rental business.
To tailor your OnRent system to your rental business, we can now add in your key company info.
✔ Add in your registered address, bank details, company logo and more
✔ You have the ability to administer depots (only one depot is available with the Pro Package)
✔ You can even add in your equipment metrics such as distance, weight and length measurements
Users are the unique accounts that you create for your employees to log into your system.
✔ Add and delete users as you please
✔ Users have their own calendar to create and manage activities
✔ Assign bespoke roles to these user accounts to track what users can view and action in your system
Get started straight away and immediately self-serve with assistance from OnRent's product tours & help guides - we also offer 1-2-1 training sessions.
Now your initial settings are organised, it’s now time to start building your system with some data to really bring it to life. Start adding in your rental equipment and its key info by following the guides below.
Whether they're your suppliers, partners, customers or contractors, create an account to store contact information or start creating orders and invoices using the account.
✔ Fill out their key company and contact information
✔ Assign account owner, type, status and industry
✔ Add in your accounts' key contacts
OnRent integrates with some of your favourite accounting solutions: Xero, Exact Online, QuickBooks Online & Sage Business Cloud!
Start creating your orders, as well as invoice directly from them! From filling out the initial details to planning your driver's route or check the distance of the delivery location, read our guides below.
✔ Walk-through each step of creating an order
✔ Learn how to generate an invoice for an order
Now you’ve set up your company information, created products and users, it’s time to add your data!
✔ You can add each record individually using the web interface
✔ For larger imports, create all data at once using OnRent's import data tool
✔ You can even export your data and customer views
The default on the import for Product Stock Type is Bulk, if you want to import Products make sure you specify, Bulk, Serialized or Non-Stock.
It’s all starting to come together! Make sure your team is brushed up on the basics of the system.
✔ Before your trial ends, make sure your card details are in
✔ We'll automatically move you to the paid plan and keep your data