Getting Started
Start with Yard Ready
Use the owner-only setup hub to see what is ready, what still needs attention, and where to continue your EquipFlow setup.
Read article →Product help
Get the job done in EquipFlow.
Focused instructions for setup, rental work, dispatch, returns, Yard readiness, billing, and QuickBooks.
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12 articles
Getting Started
Set up your company and default yard
Add the company identity and home-yard details that EquipFlow uses across operations and customer documents.
Read article →Equipment & Availability
Create your equipment catalog and first units
Build the Category → Product → Unit structure, then add the physical machines your team rents.
Read article →Equipment & Availability
Check availability and understand why a unit is unavailable
Check a rental window, then follow assignment, possession, yard, or service facts when a machine cannot be promised.
Read article →Quotes & Rentals
Create and send a quote
Build a priced offer with the right customer, site, dates, and equipment, then send or share it with the customer.
Read article →Quotes & Rentals
Create and confirm a rental
Create the rental, review its risks, and confirm the order without confusing confirmation with possession.
Read article →Quotes & Rentals
Assign equipment to a rental
Attach a specific unit to a rental line after confirming it can cover the requested dates.
Read article →Dispatch & Returns
Schedule and complete dispatch work
Create a delivery, pickup, or transfer, assign the work, and record the movement and proof needed to complete it.
Read article →Dispatch & Returns
Mark equipment off rent and schedule pickup
Record the customer’s call-off and billing cutoff, then create the pickup work needed to recover the equipment.
Read article →Yard & Inspections
Return, inspect, and make equipment rent-ready
Receive a returned unit, record its condition, complete the required inspection, and clear Yard or service blockers before certifying availability.
Read article →Billing & QuickBooks
Create and send an invoice
Turn eligible rental work into a draft, review the billable dates, quantities, rates, and customer details, then send the invoice.
Read article →Billing & QuickBooks
Use Billing with or without QuickBooks and recover sync problems
Keep billing in EquipFlow whether QuickBooks is disconnected or connected, and follow the displayed recovery path when a sync needs attention.
Read article →