Renterra Product Updates – October 14, 2025

This update introduces Advanced Analytics with custom dashboards and scheduled reporting, along with Line Item Notes, new Admin controls, and other refinements that make daily workflows smoother.

🚀 New Features

Advanced Analytics: Introducing a new way to analyze your data. Choose between Simple and Advanced Analytics modes:

👉 Simple Analytics: The familiar view you're used to.

👉 Advanced Analytics: A full-featured mode with more customizability and advanced features, including:

• Ask Renterra
• Create and customize dashboards
• Change chart types for visualizations
• Schedule automatic email reports and set KPI alerts for key metrics

Watch this 2.5 minute overview of the new features

Turn Certain Modules On/Off: New Features card in the Admin tab lets you easily enable or disable features like Advanced Analytics mode and Dispatch based on your team's needs.

Line Item Notes: Add optional notes to individual line items on orders and work orders. Line item notes can be displayed on invoices based on your organization settings or per-invoice display preferences.

Overdue Filter on Dispatch: Quickly identify and manage missed dispatches with the new Overdue filter in Dispatch view.

Download Quote: Generate a PDF quote directly from the send quote dialog without emailing the customer first.

💡Improvements

• Deposit Refund Control: Admins can now refund specific deposits for exact amounts, giving you flexibility to handle partial refunds.
• Maintenance Notes Visibility: View and filter private notes directly in the maintenance table.
• Called Off Status on Inventory table: Inventory now displays an explicit ‘Called Off’ status
• Delivery/Pickup View Filters: Filter settings in logistics view now save automatically and default to showing your assignments plus unassigned items.
• Point of Contact Columns on Order table: Point of contact email and phone numbers now appear as columns in the order table for quick reference.
• Custom Statement Footers: Organization footer notes now appear on statements, allowing you to replace the default footer messaging with your company-specific information.
• Driver License Verification: Automatically send SMS verification links through Vouched when creating new customers, streamlining identity verification during intake
• Printable Tax Summary Page: Print tax summaries as PDFs directly from the Tax Summary page for easy documentation and record keeping
• Search Bar Memory: Search bar retains your last search, saving time on even when clicking into search terms, reducing the need to retype search terms.
• Edit Billing on Closed Orders Label: "Issue Credit Memo" has been renamed to "Edit Billing" for clarity when modifying closed orders
• Admin > Document Settings Location: Invoice and Quote settings have moved to a dedicated Document Settings section in Admin (previously in Orders settings) for easier access
• Special Rate Ordering - Drag and drop to reorder special rates, controlling which rates appear first when creating orders

🛠️ Bug Fixes

• Slot ROI Calculation: Fixed incorrect ROI calculations for slot performance metrics
• Inventory View Toggle: Resolved issue switching between table, calendar, and map views in Inventory
• Work Orders on Active Rentals: Fixed issue preventing work orders from being scheduled during active rentals

🔜 Upcoming

• Purchase Orders: Manage your vendors and track purchase orders for your Inventory in directly in Renterra
• Indefinite Rentals: Create orders and work orders without end dates, supporting ongoing month-to-month rentals