New this update: Tasks & Reminders, Holiday & Store Closures, Dispatch Fee Customization, and Credit Hold.

🚀 New Features

Tasks & Reminders

Keep your team's follow-ups inside Renterra. Create a task, assign it to a teammate, give it a due date, and add reminders so the right person is notified when it's time to act.

Link a task to a customer, order, inventory item, work order or purchase order, and it shows on that record's Notes card, where you can mark it complete. Click the Tasks icon in the top bar to see your tasks and unassigned ones. The panel stays open as you move around the app. Reminders go to the task's assignee.

Admins control access with the View tasks and Manage tasks permissions.

📄 Read the full Help Center article

Holiday & Store Closures

Block out the days a location is closed. Pick from suggested holidays, or add your own closure for a full day or set hours, with an optional reason.

Closed days are greyed out in date pickers. When an order's dates fall on a closure, your team sees a warning and can still go ahead. Storefront customers can't pick a fully closed day for pickup or return. Orders that run through a closure keep billing as normal.

Users with the Manage Locations permission can set this up in Admin > Location. Edit a location and scroll to Store Closures.

📄 Read the full Help Center article

Dispatch Fee Customization

Price delivery and pickup by the kind of truck a job needs. Each Dispatch Class can charge by distance, by drive time or by zone, with a flat rate for addresses outside your zones, so a lowboy and a pickup truck can carry different fees.

Give your items a default dispatch class and the right fee is added when they go on an order, including storefront orders. Use Try A Trip to preview the fee for an address.

Your existing classes were converted to the new pricing and charge the same as before. Users with the Manage Order Settings permission can set this up in Admin > Dispatch.

📄 Read the full Help Center article

Put Customers on Credit Hold

Stop new rentals for customers who owe you money, without cutting them off. Set a customer's status to Credit Hold and add an optional reason so your team knows why.

You can still quote a customer on hold. New reservations need approval from someone with override permission, so a past-due account doesn't go out the door by accident.

📄 Read the full Help Center article

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📢 Heads Up

$0 line items on invoices: Free and fully discounted lines now show at $0.00 on invoices, the first time they bill and on every cycle for rental items. Turn this off with Show $0 Line Items in Document Settings, or on a single invoice from its Edit drawer.

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💡 Improvements

• Out of Stock Parts in Search: Find any part from the search bar at the top of the app, even with zero stock. Parts and Slots now show in their own groups in the results, including in mobile search.

• More Item Filters on Orders: When you build an order or add items, filter the item search by Category, including custom categories, and by For Rent or For Sale. Location now lets you pick more than one.

• Control Auto-Apply of Deposits and Customer Credit: In Admin > Payments, under Payment Application, turn off Auto-Apply Deposits or Auto-Apply Customer Credit. The amount still shows on Create Invoice, but starts at $0 so your team applies what they want.

• Jump Between Invoices: When an order or work order has more than one invoice, click the invoice number in the header to see each invoice and open the one you need.

• Customer Number: Give a customer a number, such as an account code or ID, and type it into global search or the customer picker on a new order to jump straight to them.

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🛠 Bug Fixes

• Contract signature boxes: Initials and signature boxes on custom contracts now print exactly where you placed them.
• Payments list: The Payments list now loads when the date filter is set to All time.
• Driver Logistics filters: On mobile, the Actionable and Inactionable filters now stay selected instead of jumping back to All.

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🔜 Upcoming

• Inventory Calendar Enhancements: A clearer view of availability across your inventory calendar.
• Enhanced Slot Usability: Easier ways to work with slots on orders and in your yard.
• Item Addendums on Contracts: Attach an addendum to an item, and it's pulled into the contract for any order it's on.