Getting Started
Start with Yard Ready
Use the Owner setup hub to check company defaults, equipment, customers, and a representative invoice before the first rental.
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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25 articles
Getting Started
Set up your company and default yard
Save company contact details, the operating timezone, and the yard used as the default location.
Read article →Equipment & Availability
Create your equipment catalog and first units
Add categories and classes with rate defaults, then add serialized units or configure pooled quantity.
Read article →Equipment & Availability
Check availability and understand why a unit is unavailable
Check the requested rental window and follow the exact commitment, possession, inspection, or service record that blocks a unit.
Read article →Quotes & Rentals
Create and send a quote
Price an offer, use Email Quote or a Shareable Link to deliver it, and understand why Mark as sent does not email the customer.
Read article →Quotes & Rentals
Create and confirm a rental
Create or convert a rental, confirm its dates and rates, then record the real delivery or counter handover that starts possession.
Read article →Quotes & Rentals
Assign equipment to a rental
Choose specific units for a rental line, check conflicts, and keep assignment separate from customer handover.
Read article →Dispatch & Returns
Schedule and complete dispatch work
Add a dispatch job, Arrange trip, and review what was actually reported; pickup and yard receipt are separate steps.
Read article →Dispatch & Returns
Mark equipment off rent and schedule pickup
Use Stop rental charges to record an exact cutoff for selected equipment or quantity, then arrange recovery separately.
Read article →Yard & Inspections
Return, inspect, and make equipment rent-ready
Receive the exact equipment, inspect its condition, and resolve cleaning, fuel, damage, and service before marking it ready.
Read article →Billing & QuickBooks
Create and send an invoice
Create invoices as drafts, review and approve them, then send each invoice separately and verify its email outcome.
Read article →Billing & QuickBooks
Use Billing with or without QuickBooks and recover sync problems
Keep local billing moving and use the specific mapping, reconnect, rebuild, correction, or retry action shown for a QuickBooks document.
Read article →Billing & QuickBooks
Prepare and approve invoices in batches
Review several rental periods, prepare drafts in a Billing Run, approve checked invoices, then send the approved documents separately.
Read article →Billing & QuickBooks
Review and clean up old invoice drafts
Identify stale or duplicate working drafts, protect issued and settled history, and recreate only billing periods that still need an invoice.
Read article →Dispatch & Returns
Use a driver link without an account
Copy a trip’s secure driver link so a carrier or customer can record actual work, then review the report and turn the link off when needed.
Read article →Dispatch & Returns
Stop charges and return part of a rental
Stop billing for selected units or quantity, receive only what comes back, and keep the remaining rental work active.
Read article →Quotes & Rentals
Swap equipment or fix an assignment
Replace a machine that really changed, or correct a pre-handover assignment without inventing a replacement trip.
Read article →Billing & QuickBooks
Choose and change rental billing terms
Set day counting, daily/weekly/monthly rates, 28-day or calendar-month invoice periods, and payment due terms without rewriting finalized invoices.
Read article →Yard & Inspections
Review fuel, damage, service, and usage charges
Capture real condition and usage evidence, resolve readiness work, then review any fuel, service, cleaning, or usage charge before billing.
Read article →Yard & Inspections
Configure inspections and readiness
Create checklists, set before-handover and after-return policies, and understand what must clear before equipment is ready.
Read article →Getting Started
Invite your team and choose roles
Invite staff with the right role and driving eligibility, and know who can handle rentals, dispatch, inspections, and billing.
Read article →Quotes & Rentals
Share, sign, and print rental documents
Review customer copy, send or share an agreement, preserve signed versions, and print a dispatch job sheet or download rental history.
Read article →Quotes & Rentals
Rent vendor equipment and pooled quantities
Source a Re-Rent from a vendor or track counted pooled stock without pretending either is an owned serialized machine.
Read article →Dispatch & Returns
Hand over and check in at the counter
Record customer collection or drop-off directly on the rental, including partial quantities and the real return condition.
Read article →Billing & QuickBooks
Record payments, deposits, and customer credit
Record money already received, track held deposits, and issue or apply explicit credit without confusing those records with a card charge.
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