Rental Vision Software – Table of Contents

Below is a list of links that provide information about how to use Rental Vision Software

Overview
Reports
Centers
Contracts
Credit Card
Customer
Equipment
Inventory/Parts
SubRental
Sales Commission
Service
Store
Time Management
Adding Apps
Tutorial
Trouble Shooting


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Overview

Rental Vision User Interface

Adding Images

Adding Attachments

Calendar

Adding Notes 

Day Totals 

Dash Board

Clock In/Out

Quick Books

Favorites 

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Reports

Deposit Report

Detail Tax

Lost Dollars

Overrides

Customer Sales

Equipment Sold

Location Report

Open Rent Value

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Centers

Contract Center 

Credit Card Center

Customer Center

Equipment Center 

Inventory Center 

Parts Center 

SubRental Center 

Sales Commissions Center

Service Center

Store Center

Time Management Center

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Contracts

Editing Contracts

Copying Contracts

Printing a Picking Slip

Contract Maintenance

Continuous Billing 

Overbooking 

Reservations Outgoing 

Unbill Continuous Billing 

Contracts List

Contract Summary 

Batch Print

Contract Reports

Lost Revenue 

Paid In

Paid Out 

Wait List Entry

Wait List Alerts 

FAQs

How do you make changes to a contract?

How do you enter a quote, reservation or contract?

How do you delete a line on a contract?

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Credit Card

Maintenance

Transactions

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Customer

Add New Customer

Customer Maintenance

Bad Risks 

Customer Lists 

Contact Lists

Autopay Invoices

Bank Information 

Customer Refunds 

Display Invoices 

Hold Invoices

Invoice Adjustment 

Invoice Adjustment History 

Paid Invoices to History 

Payment History

Payment Processing 

Release Invoice 

Reverse Payment 

Statements 

Write Off Bad Debt 

Calculate Finance Charges 

Post Finance Charges 

Aged Trial Balance 

Paid/Unpaid Contracts Report

Customer Sales 

FAQs

How do you add a new customer?

How do you set up a charge customer?

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Equipment

Rental Equipment Planning

Adding Rental Equipment

Add New Equipment 

Adding Warranty Information

Equipment Maintenance

Discount Matrix 

Rental Kits

Equipment List 

Rental Kits List

Department Report

Owner Report

Transfer Reports

Equipment Reservation

Transfer Inventory to Rental 

Change Name or Dept/Groups 

Change Rates

Change Unit #

Edit Departments 

Meter Types 

Warning Messages

Alternate Rate Maintenance

Create Range

Edit Range

Disposed Serial Items

Physical Inventory 

FAQs

How do you change the price of an item?

How do you set up a fuel item?

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Inventory/Parts

Inventory Maintenance

Adding Warranty Information

Discount Matrix 

Product Categories 

Inventory List 

Parts List

Packages

Transfer Reports 

To Rental 

Change Prices 

Disposed Serial Items 

Physical Inventory 

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SubRental

Maintenance

Tickets

Receive Equipment

Place Equipment on Contract

Return Equipment 

Approved Vendors 

Overbooking

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Sales Commissions

Process

Commission Plan List

Salespeople List

Commission Plan Maintenance

Salespeople Maintenance

Salesperson for Customer Maintenance

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Service

Maintenance

Scheduled Maintenance

Scheduled Service

Customer Equipment List

Orders List

Customer Service Order Equipment

Free Field Descriptions

Labor Types

Repair Specifications

Wait List Alerts

FAQs

How do you set up a field service order?

How do you set up a work order?

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Store

Report Archiver

Recalculate Historic Amounts

Reservation Cleanup

Start Next Period

System Maintenance

Store Requirements

Comments

Free Form #1 Code

Referrals

Rental/Service Passwords

Contract Number Tables 

Sub-Rental Number Tables 

Termination Number Tables 

Cash Customer/Charge Customer Defaults 

Contract Wording

Current Activity Center Settings 

Department Collection 

Inventory Direct Sale Defaults

Inventory Noninventory Defaults

Inventory Product Category Collection

Parts Direct Sale Defaults

Parts Noninventory Defaults

Parts Product Category Collection

Tax Jurisdiction

Zones

FAQs

How do you change your tax rates?

How do you set up zones for delivery?

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Time Management

Clock In/Clock Out

Employees

Time Cards Maintenance

Work Codes Maintenance

Time Cards Purge

Time Cards Reports

Employee Day Totals

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Adding Apps

Dropbox

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Tutorial

Mallard Bay Tutorial 1 – Quick Tour

Mallard Bay Tutorial 2 – Calendar

Mallard Bay Tutorial 3 – Enter First Reservation

Mallard Bay Tutorial 4 – Return Contract

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Troubleshooting

Locating Tax Issues

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