Hi there,

Two new columns have been added to some of our reports (like Financial Order Details), giving you better visibility into what kinds of orders are driving your revenue.

What's New:

- Order Type column — indicates whether the transaction is a rental, sale, or other type

- Has Service column — flags orders that include a service item

How to Use It:

- Go to Reports > and choose the report you're needing

- The new columns appear automatically in the report

- Use them to filter, sort, or export a breakdown by order type or service inclusion

Benefits:

- Quickly segment revenue by rental vs. sale vs. service orders

- Identify which orders included services without opening each one

- Better data for financial analysis and reporting

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Auto-conversion rules just became more powerful. Rules set to trigger on "Deposit and Contract Signed" can now also check Client Type and Invoice Term as additional conditions — giving you finer control over when quotes convert automatically.

What's New:

- Auto-convert rules using Deposit and Contract Signed as the trigger can now also require a matching Client Type

- Optionally, a matching Invoice Term can also be required

- All conditions must be met before the conversion fires

How to Use It:

- Go to Settings > Auto-Convert and open or create a rule

- Set the trigger to Deposit and Contract

- Optionally add a Client Type and/or Invoice Term condition

- Save — conversions will only trigger when all selected conditions are satisfied

Benefits:

- More granular control over which orders convert automatically

- Prevents unwanted conversions for clients or terms that require manual review

- Reduces manual overrides after auto-conversion fires incorrectly

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Managing a mix of rental and sale orders just got simpler. You can now filter your Bulk Print by the kind of order — so your team only sees what's relevant to them.

What's New:

- A new Kind filter is available in the Bulk Print

- Filter options: Rental, Sale, or Mixed (orders containing both)

- Works alongside your existing date, status, and division filters

How to Use It:

- Go to Reports > Bulk Print

- Open the filters panel and locate the Kind filter

- Select Rental, Sale, or Mixed to narrow the view

- Combine with other filters to get the specific orders your team needs

Benefits:

- Cleaner Bulk Print for teams that handle rentals and sales separately

- Less noise — drivers and dispatchers see only what applies to them

- Pairs with existing filters for precise queue management

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The Utilization Report now gives you more context about your inventory. Two new columns show how many units you have and when each item was added — so you can make more informed decisions about utilization and purchasing.

What's New:

- Inventory Quantity — shows how many units of each item exist in your inventory

- Date Created — shows when the inventory item was originally added to the system

How to Use It:

- Go to Reports > Utilization

- The new columns are included automatically

- Use them to identify items that are underutilized relative to their stock size, or review performance of newly added inventory

Benefits:

- See utilization in context of how much inventory you actually have

- Identify overstocked or underperforming items faster

- Useful for purchasing decisions and inventory right-sizing

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Managing client credits just got more flexible. You can now edit or delete credit entries directly from a client's profile — making it easy to correct mistakes or remove credits that were added in error.

What's New:

- An Edit button on each credit entry opens a modal to update the amount, description, or status

- A Delete (trash can) icon removes the entry after confirmation

- A confirmation prompt appears before any deletion so nothing is lost accidentally

- Both actions are permission-based

How to Use It:

- Go to Clients and open a client's profile

- Scroll to the Credits section

- Click Edit to modify a credit entry, or the trash can icon to delete it

- Confirm the action in the prompt that appears

Benefits:

- Fix credit entries without needing admin workarounds

- Clean up test entries or errors quickly

- Full audit control with permission-based access

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

A fix has been applied to the Global Packing Report PDF export to ensure your custom column name selections are correctly applied when generating the report.

What's New:

- The packing list PDF export now correctly reflects custom column names you've selected for delivery columns

- Previously, custom selections weren't being applied consistently in the exported file

Benefits:

- Exported packing reports now match your configured column layout

- Consistent results between what you see on screen and what gets exported

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

The Rentopian Websites API now returns the depth dimension for product variants, giving external integrations and website storefronts access to complete product dimension data.

What's New:

- The depth field is now included in the product variants response from the Websites API

- Joins existing fields: width, height, weight

- No changes needed on your end — the field is returned automatically

Who This Is For:

Teams using the Rentopian Websites API to power storefronts or custom integrations that display product specifications.

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Your Dashboard task widget can now show completed tasks alongside open ones. It's a simple toggle — and your preference is saved so it stays the way you set it.

What's New:

- A new Include Completed Tasks checkbox is available in the Dashboard Tasks widget settings

- When enabled, completed tasks appear alongside open tasks in the widget

- The setting is saved to your user profile so it persists between sessions

How to Enable It:

- On your Dashboard, click the settings icon on the Tasks widget

- Check Include Completed Tasks

- Your task list will update immediately to include completed items

Benefits:

- Full visibility into task history without leaving the dashboard

- Useful for team leads reviewing what's been done alongside what's pending

- Per-user setting — each person can choose their own preference

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

A small but handy improvement — company names that appear in global search results are now clickable links that take you directly to the client profile.

What's New:

- Company names in global search results now appear as clickable links

- Clicking takes you directly to that client's detail page

- No extra navigation steps needed

Benefits:

- Faster access to client profiles from search

- One less click in a common daily workflow

- Consistent with how other record links work across the system

If you have any questions, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Understanding where your clients are coming from is now built right into the Clients list. A new "Referred By" column shows each client's referral source at a glance — and it's included in exports too.

What's New:

- A new Referred By column now appears on the Clients list

- Shows the referral source for each client directly in the list view

- The field is included when exporting the client list

- Search and filtering work with this field as well

How to Use It:

- Go to Clients > List

- The Referred By column is visible in the table

- Use the search or export to filter and analyze referral sources across your client base

Benefits:

- Quickly see which clients came through referrals without opening each profile

- Export referral data for marketing and business development analysis

- Better visibility into how your client base is growing

If you have any questions, please reach out to our team through the chat or by emailing [email protected].