Rentopian Rental Software News Center

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].

Hi there,

Product dimension data just got more complete. The depth measurement is now included alongside width, height, and length in export documents such as packing slips, picking lists, and receipts.

What's New:

- Depth is now displayed in product dimension fields across packing, picking, and order documents

- Also included in DMS (Document Management System) exports

Benefits:

- Complete dimension data on all relevant documents

- More accurate product specs for clients, warehouse teams, and logistics

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

Hi there,

We've expanded the Rentopian Open API with several new endpoints, making it easier to build integrations that work with your clients and inventory data.

What's New:

- Client search endpoint — search clients by company name, contact name, phone, or email

- Inventory listing endpoint — retrieve products, categories, and brands

- Validation improvements and naming consistency across existing endpoints

Who This Is For:

This update is for developers and teams using the Rentopian Open API to build custom integrations, connect third-party tools, or automate workflows.

Benefits:

- More complete API coverage for client and inventory data

- Better validation makes integrations more reliable

- Consistent endpoint naming reduces integration complexity

For API documentation and access, please reach out to our team through the chat or by emailing [email protected].

Hi there,

Keeping your product catalog looking sharp is easier than ever. Rentopian now includes an AI-powered image optimization tool that cleans up and normalizes your product photos directly from the product page.

What's New:

- A new Optimize with AI option is available on product images

- The AI automatically adjusts framing, background consistency, and image quality

- Works best on product photos

- Permission-controlled — access can be managed by your account administrator

How to Use It:

- Go to File Manager

- Click on the product image

- Select Optimize with AI from the image menu

- Review the preview and save if you're happy with the result

Benefits:

- Consistent, professional-looking product images across your catalog

- No external photo editing tools needed

- Faster catalog cleanup — process images one by one directly in Rentopian

Note: This feature is permission-based. Contact your administrator or our support team to enable 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 ensure delivery dates in dispatching exports are pulled from the correct field. Exported dispatching data now accurately reflects the delivery date type set on each order.

What's New:

- Dispatching exports now correctly read from the delivery_date_type field when populating delivery dates

- Resolves cases where the wrong date was appearing in exported dispatching reports

Benefits:

- Exported dispatching data matches what you see in the system

- More reliable data for external use, driver sheets, and logistics planning

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

Hi there,

Finding what you're looking for just got easier. The global search now supports partial word matching on multi-word queries, so you don't need to remember exact full names to find a result.

What's New:

- Searching a partial multi-word phrase (e.g., "Pablo Pimen") now returns results that match the full name ("Pablo Pimentel")

- Numeric-only prefixes are excluded from partial matching to avoid false matches

- Works across client names, company names, and other searchable records

How to Use It:

- Use the global search bar as you normally would

- Type a partial name or phrase and results will match even if the words aren't complete

- No settings to change — this works automatically

Benefits:

- Find clients and records faster even when you only remember part of the name

- Reduces failed searches from minor spelling gaps or incomplete recall

- More forgiving search experience for your whole team

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

Hi there,

You now have more control over when custom tax rates take precedence over automatically calculated ones. Individual tax rates can now be flagged to override ZipTax auto-tax for specific addresses.

What's New:

- A new Allow Override Auto Tax flag can be set on individual tax rates

- When enabled, orders matching that rate's location will use your custom rate instead of the ZipTax auto-calculated rate

- Useful for locations where you have negotiated or agreed-upon rates that differ from auto-tax results

How to Use It:

- Go to Settings > Tax Rates and open a tax rate

- Enable the Allow Override Auto Tax option

- Save — orders at matching locations will now use this rate instead of ZipTax

Benefits:

- Maintain accurate tax rates for locations where auto-tax doesn't match your actual obligations

- No need to manually adjust tax on every order for affected locations

- Full flexibility — only the rates you flag will override; others continue using auto-tax

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

Hi there,

The contract signing modal has been redesigned to make the signing process smoother and more intuitive for your clients. Everything they need is now visible at once — no more switching between tabs.

What's New:

- Signature and Initials fields now appear side by side in a two-column layout instead of in separate tabs

- The Confirm button is only activated once all required fields are filled in — preventing accidental incomplete submissions

- The signature canvas now scales properly across different screen sizes and devices

How It Works:

- Clients access the signing page as usual via their contract link

- Both the signature and initials fields are visible immediately in a single view

- The Confirm button becomes active only after all required fields are completed

- Clients draw their signature and initials directly in the fields — no change to the process itself

Benefits:

- Faster signing experience — clients see everything at once

- Fewer incomplete submissions from clients who miss the initials tab

- Better mobile and tablet compatibility with improved canvas scaling

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