Simplify Transactions with Electronic Signatures
Electronic signatures are now available for rental and sales transactions within RentalResult, allowing you to send signature requests directly to customers. Signed images are securely captured and automatically included in quotes and contracts, reducing paperwork and simplifying the transaction process. This feature helps save time, improve accuracy, and ensure a smoother workflow for your operations.
Track Upcoming Returns with the Days to Off-Rent Filter in Job Site Portal
Stay ahead of rental planning with the new Days to Off-Rent filter in the Job Site Portal. This feature allows you to quickly identify equipment nearing its return date by setting a specific number of days in the filter. Whether you use the default value of 0 to see all results or customize it for a focused view, this tool streamlines your operations and improves efficiency in managing upcoming returns. Read More →
Add Clarity to Contracts with the Use Instructions Feature
Improve communication and tracking with the new Use Instructions table in RentalResult. This feature allows you to add up to 500 characters of notes to contract lines, along with From date and To date fields, a Physician field, and create date/timestamp for better record keeping. Additionally, a new order grid on the Submit Order screen displays all cart items, with the Notes table easily accessible via an icon, streamlining the process of managing order details.
Improve Order Tracking with the Sales Rep 2 Field
Easily manage purchase orders and re-rent purchase orders with the newly added Sales Rep 2 field on the Order Summary page. This feature allows you to assign a second sales representative to orders, with details automatically included in the PO and Re-Rent XML for printing. By making the Sales Rep 2 field mandatory and configurable, this update ensures accurate tracking and smoother integration between sales contracts and purchase orders. Read More →
Simplify Template Management with New Insert Field Options
The Templates screen now includes two new insert field options, making it easier to automate and personalize your documents. These enhancements ensure consistent and accurate data population, saving time and reducing manual input. With this update, you can create templates more efficiently while improving the accuracy and professionalism of your communications.
Improve Scheduling Accuracy with Availability Calendar Update
The availability calendar now accounts for attachments on rental transactions with Firm Pickup set to “Yes,” treating them as unavailable until they are detached. This update ensures more accurate scheduling and availability tracking, helping your team avoid conflicts and maintain better control over inventory planning.
New Cost Allocations Tab for Improved Contract Oversight
A new Cost Allocations tab has been added to the Document Movements Inquiry, providing detailed visibility into cost allocation lines for contracts. This feature allows you to easily review and analyze allocations by account, project, contract, or document, ensuring better financial tracking and project cost management. With customizable search options and sorting capabilities, this update streamlines the process of managing and auditing cost allocations for improved operational efficiency.
Additional Updates to Keep You Running Smoothly
Simplify Order Management with Project Address in Purchase Order XML
- The master project name and address are now included in the Purchase Order XML, providing clearer documentation and ensuring key project details are always accessible.
Enhance Shipping Accuracy with State Code in Transport Picking
- The State Code has been added to key areas in the Transport Picking Control Center, including the Contract table and Address panel. This update improves clarity and ensures precise shipping details in the Transport Picking and Transport Planning tabs.
Improved Order Management with Physician Lookup in Nurse Portal
- The RentalResult Healthcare Mobile Portal now includes a Physician Lookup feature, allowing users to specify a physician when submitting orders or requesting pickups, ensuring greater accuracy and streamlined workflows.
