EquipFlow
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.

For:Owner

Before you start.

  • Sign in with the Owner role.
  • Have your company, yard, equipment, customer, and billing details nearby.

Steps.

  1. Open Yard Ready

    Take me there →

    Open Yard Ready from the dashboard. The page groups setup into phases and shows progress from your company’s saved settings and records.

    Treat the progress as a guide to a controlled first rental, not as a claim that every optional setting must be filled in before anyone can work.

    Yard Ready showing required setup progress and phase cards

    Yard Ready shows the required setup work and what still needs attention.

    Open full-size screenshot (new tab)

  2. Work the phases in order

    Start with company and yard details, then add the equipment and customer records needed for a real rental. Finish with billing rules, document defaults, and readiness checks.

    Open a task from its tile, save your changes, and return to Yard Ready to see the updated result.

    Checklist template settings in the EquipFlow setup workspace

    Checklist templates are one of the setup areas linked from Yard Ready.

    Open full-size screenshot (new tab)

  3. Complete a first-rental check

    Create a representative rental and use the invoice reconciliation step to compare EquipFlow’s result with a total you already trust.

    If the totals differ, review dates, rates, fees, taxes, and billing-cycle settings before acknowledging the check.

    warning

    Yard Ready is owner-only because it exposes company-wide setup and billing readiness.

    Billing rules with billing method, cycle, terms, and minimum rental settings

    Review the saved billing rules before reconciling a representative invoice.

    Open full-size screenshot (new tab)

Common problems and recovery.

A tile still says it needs setup after you saved.

Reopen the task, check for required fields or a missing default, then return to Yard Ready and refresh.

There is no rental available for invoice reconciliation.

Create a representative rental with dates, priced lines, and a customer before returning to the reconciliation step.

Related Help articles.

Getting StartedSet up your company and default yardEquipment & AvailabilityCreate your equipment catalog and first unitsQuotes & RentalsCreate and confirm a rentalBilling & QuickBooksCreate and send an invoice

Continue in EquipFlow.

Open the product to do the work, or contact support if the saved information does not match what this article describes.

Open EquipFlowContact support

Last reviewed 2026-07-10 against EquipFlow product commit 65a153c3f.