Hi there,

Auto-Tasks now support more flexible assignment options!

What's New:

• Assign To Options: When creating Auto-Tasks, you can now choose to assign tasks to:
• Specific User - Assign to selected users
• Managed By - Automatically assign to the user who is the "Managed By" on the order
• Sales Person - Automatically assign to the Sales Person on the order
• Smart Assignment: Tasks are automatically assigned to the appropriate person based on the order's Managed By or Sales Person fields

How to Use:

When creating or editing an Auto-Task, you'll see an "Assign To" dropdown

Select from:

• Specific User - Then choose which users should receive the task
• Managed By - Tasks will go to the order's Managed By user
• Sales Person - Tasks will go to the order's Sales Person

This only applies to private tasks (public tasks are visible to all)

Benefits:

• More flexible task assignment
• Automatic assignment based on order relationships
• Better workflow automation

If you have any questions about Auto-Tasks assignment options, please reach out to our team either through our chat or by emailing [email protected].

Hi there,

We've enhanced the Damaged Products Report with better order tracking and filtering!

What's New:

• Order Association: Quarantine items are now directly linked to their source orders
• Enhanced Filtering: Filter damaged items report by Transaction to see all damaged items from specific orders
• Better Reporting: View repair fees and order numbers directly in the damaged items report
• Improved Data Integrity: Better tracking of which orders items came from when they were damaged

How to Use:

1. Go to Reports → Damaged Products
2. In the filter options, select "Transaction" as the filter type
3. The report will now show order numbers and repair fees for damaged items
4. You can see which specific orders items were damaged from

Benefits:

• Better visibility into order-related damages
• Improved cost tracking for repairs
• More accurate reporting and analysis

If you have any questions about the improved damaged items reporting, please reach out to our team either through the chat or by emailing [email protected].

Hi there,

You can now require Address Line 2 (apartment, suite, unit, etc.) when creating or editing client addresses!

What's New:

• New Setting: In Settings → Clients, you'll find "Address Line 2 Required"
• Mandatory Field: When enabled, Address Line 2 becomes a required field for all new and edited client addresses
• Consistent Data: Ensures you collect complete address information when needed

How to Enable:

1. Go to Settings → Clients
2. Check the "Address Line 2 Required" option
3. Once enabled, all address forms will require Address Line 2 to be filled in

Benefits:

• Ensures complete address data collection
• Better delivery accuracy
• Compliance with address requirements

If you have any questions about requiring Address Line 2, please reach out to our team either through our chat or by emailing [email protected].

Hi there,

We've added a separate Sales Person field on client profiles, distinct from "Managed By"!

What's New:

• Dedicated Sales Person Field: Track the sales person responsible for a client separately from the account manager
• Auto-Task Integration: Auto-tasks can now be assigned to the Sales Person on an order
• Better Sales Tracking: Improved visibility into sales team performance and client relationships

How to Use:

1. When creating or editing a client, you'll see a "Sales Person" field
2. Select the user who is the sales person for that client
3. This field is separate from "Managed By" and can be different users
4. In Auto-Tasks, you can choose to assign tasks to "Sales Person" when creating automated task rules

Benefits:

• Better separation between account management and sales responsibilities
• Improved sales team tracking and reporting
• More flexible task assignment options

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

Hi there,

We've added an option to preserve manually removed taxes when using automatic tax calculation!

What's New:

• New Setting: In Order Settings → Tax and Discount, you'll find "Preserve Manual Tax Removal"
• Smart Tax Handling: When enabled, if you manually remove a tax from an order, it will stay removed even when auto tax is enabled
• Prevents Re-adding: Auto tax won't automatically re-add taxes that you've manually removed

How It Works:

1. Go to Order Settings → Tax and Discount
2. Enable "Preserve Manual Tax Removal" (only available when Auto Tax is enabled)
3. When editing orders, if you manually remove a tax, it will remain removed even if auto tax recalculates

Benefits:

• More control over tax calculations
• Prevents unwanted tax re-application
• Better handling of tax-exempt scenarios

If you have any questions about preserving manual tax removal, please reach out to our team either through our chat or by emailing [email protected].

Hi there,

You can now mark orders as requiring setup in the logistics section!What's New:

• Setup Required Checkbox: Mark individual orders as needing setup when configuring logistics
• Default Setting: Set a default "Setup Required" value in Order Settings → Logistics
• Filtering: Filter your Transaction List by orders that require setup
• Automation Integration: Use "Setup Required" as a condition in Auto-Tasks and Email Scheduler

How to Use:

1. When editing an order, go to the Logistics section
2. Check the "Setup Required" checkbox if the order needs setup
3. To set a default value, go to Order Settings → Logistics and enable "Setup Required Default"

Benefits:

• Better visibility into which orders need setup
• Improved workflow management
• Can trigger automated tasks based on setup requirements

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

Hi there,

We’ve made several improvements to how dates and times work in Rentopian — all designed to save you time and reduce errors.

What’s new:

• A more intuitive date & time picker
• Easier delivery and pickup window selection
• A new rental option to reserve items before and after a main event date
• Preset date ranges (like Next Week or Last Month) available across reports, calendars, dashboards, and more

These updates make scheduling faster, clearer, and more flexible across the platform.

If you have any questions about these updates, you can reach out to our team either through the chat or by emailing [email protected].

Hi there,

You can now add tips when processing payments in Rentopian! What's New:

• Configure Tip Options: Set up tip options in Settings → Payment Tips with percentage or fixed amounts
• Select Tips During Payment: Choose from your configured tips when processing any payment

• Track Tips: Tip amounts are tracked per payment and included in invoice-payment relationships for accurate reporting

• Website Integration: Tips can be displayed on your website checkout (when using direct bookings)

How to Set Up:

1. Go to Settings → Payment Tips
2. Click Add Tip to create tip options
3. Choose between percentage-based or fixed amount tips
4. Set a default tip option if desired
5. When processing payments, select from your configured tips

Benefits:

• Streamlined tip collection process
• Better financial reporting with tip tracking
• Consistent tip options across all payments

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

Hi there,

We've added the Product Category filter as an option in your Product History Report options!

The Product History Report helps you find recent or future orders based on product usage. You can find that in your Reports here: https://account.rentopian.com/admin/reports/get-report/product-history

If you have any questions, please reach out to our team!

Hi there,

You can now have the Referral Source saved on a client profile automatically populate in all new orders for that client!

To enable this, go to your Order Settings → Additional Fields and turn on the option to Set Client's Referral Source To Order.

This helps ensure your referral tracking stays consistent and accurate across every transaction.

If you have any questions about enabling this option or adding referral sources to a client profile, please reach out to our team at [email protected].