This changelog delivers one of your most requested features—dispatch is now fully mobile! Manage operations from anywhere, while drivers get everything they need in one view—deliveries, pickups, and private notes all in one place. Plus, we've added customer merging, automatic PDF quotes, and more.

🚀 New Features

Dispatch Management on Mobile: Access the full dispatch board on your phone. Assign and reassign deliveries from anywhere, giving managers flexibility on the go.

​Combined Deliveries/Pickups View: Drivers can now see pickups and deliveries in a single screen. Switch between pickup-only, delivery-only, or all jobs at once, reducing extra app navigation.

Private Notes Displayed on Dispatch Cards: Drivers see private notes directly on order cards, so they have the right context without opening each order.

​Send Quote Includes PDF: Quote emails now include a PDF copy that follows your chosen display preferences for prices, rates, or both.

​Customer Merge Tool: Admins can now merge duplicate customers. The tool shows both records side by side so you can pick which details to keep, keeping your customer list accurate without losing notes or addresses.

💡Improvements

• Maintenance Assignments Display: Work orders behave like dispatch tickets: once assigned, they disappear from other users and only show for the assigned employee.
• Overdue Hard Downs Show as Unavailable: Items with overdue hard downs now always show as unavailable until the related work order is closed, reducing rental risk.
• SMS Driver License Verification: Speed up customer verification. When creating or editing a customer, easily send them a text link to complete license verification on their phone.
• Audit Logs for Customer Intake: Customer pages now include an audit log showing when intake forms were filled out, adding visibility to recent activity.
• Maintenance Tax Editing: You can now edit tax-exempt status on work orders even before line items are added. The billing summary always shows the tax option. Work orders now fetch and update tax rates even if previously set to tax exempt.
• Order Creation Protection: The “Create Reservation” button now disables after the first click, preventing accidental duplicate orders.
• Portal Payment Method Filters: The customer portal now only shows payment types you’ve enabled, preventing confusion or failed payments from unused methods.

🛠️ Bug Fixes

• Portal Notification Names: Customer portal request notifications now always display the correct customer name, even when multiple users are on an account.
• Dispatch Empty State: Fixed the “Add Driver” button when the dispatch board has no driver columns.

🔜 Upcoming

• Quickbooks Online Transaction Sync
• Purchase Orders & Vendor Management

This changelog brings powerful workflow improvements including our new Maintenance Kanban board, plus enhanced accounting flexibility with custom ledger accounts and other Chart of Accounts customizability.

🚀 New Features

Maintenance Kanban Board – Visualize and manage your maintenance workflow with drag-and-drop assignment. Each column represents a staff member, with cards showing customer, severity, dates, and item being serviced. Filter by date range to focus on upcoming work.

Chart of Accounts Customization - Create your own ledger accounts beyond the built-in system accounts. Choose from all five standard account types (Asset, Liability, Equity, Income, Expense), add descriptions, and edit or archive as needed. Search and filter make finding accounts instant.

Order Duration Accepts Billing Cycles – The order duration field now recognizes “c” to denote billing cycles (for example, entering “2c” sets the duration to two billing cycles). This makes it easier to create orders aligned to cycle‑based billing periods.

💡Improvements

• Customer Portal Impersonation: Administrators can securely view the Customer Portal as a customer to help with support and troubleshooting. A one-hour session opens the portal in a new tab.
• Track Who Closed Maintenance Tickets: A new "Closed By" column and filter allow you to quickly see which team member closed a maintenance ticket and filter by closer.
• Complete QBO Account Mapping Required: The QuickBooks integration now enforces that all Renterra ledger accounts are mapped to QBO to prevent sync errors.
• Customer Details on Quick Sale Screen: When creating a quick sale, the customer summary now appears at the top of the form. This helps you verify the customer's contact details and credit status before finalizing the sale.
• Timestamped Contract Signatures: Custom contracts now show the date and time beneath the signature so you have a clear record of when the agreement was signed.

🛠️ Bug Fixes

• Send Bad Debt Invoices: You can now email a bad debt invoice to collect payment when a customer is ready to settle the balance.

🔜 Upcoming

• Quickbooks Online Transaction Sync
• Purchase Orders & Vendor Management

Welcome back from Labor Day weekend! Here's our latest changelog with exciting updates, including the highly-requested Inventory Kitting feature that many of you upvoted on our roadmap.

🚀 New Features

Inventory Kitting

Bundle multiple items together and rent them as a single package. Perfect for setups like skid steers with attachments or bundled packages for party and event rentals. With Kits, you can:

• Build flexible Kits with any mix of your Inventory items
• Set bundled pricing for a Kit—no need for item-by-item calculations
• Add Kits to orders with all items automatically included and tracked
• Display Kits on your Storefront for easy customer requests

Here's a quick 5-min walkthrough to get you started:

📄 Read the full Help Center article

💡Improvements

• Transparent Payment Processing: Customers paying online now see the total amount including credit card fees before submitting payment. The system displays both the base amount and fee separately, eliminating surprise charges at checkout.
• Quick Cash Calculator: When cash is selected as payment method, a calculator icon appears. Enter the amount received and the system automatically computes change due with denomination breakdown—no more mental math at the counter.
• Customer Swapping Flexibility: Change the customer on an order as long as no billing or payment records exist. This makes it easy to fix mistakes or reassign orders before invoicing. The contact can be updated anytime.
• Streamlined Discounting: New Discount % field on Quick Sale screen automatically applies percentage discounts to invoices. Located right under the Tax-Exempt checkbox for easy access.
• Enhanced Dispatch Board: The Unassigned column now includes filters to show only on-rent or called-off orders. Order cards display status icons for called-off and picked-up items, helping dispatchers prioritize at a glance.
• Improved Customer & Maintenance Views: Customer names saved in lowercase are automatically capitalized throughout the system. Maintenance summary pages now include a customer card for complete context.
• Cleaner Maintenance History: Updated styling with colored status dots, clearer icons, and optional connector lines between maintenance events for better visual flow.
• Refined Slot Selection: Consistent fonts, centered cards with outlined borders, proper text wrapping, and improved spacing make slot selection more intuitive.
• Smart Archive Controls: The inventory archive button automatically disables when archiving isn't allowed, preventing confusion about why an action might fail.
• Easier Date Editing: Backspace through date fields to change just the year without re-entering the entire date—small improvement, big time saver.
• Better Quote Formatting: Quote emails now include proper spacing before currency symbols for improved readability.
• Polished Storefront Display: Price chips hide unnecessary ".00" for whole dollar amounts while preserving cents when needed. Loading skeletons are confined to item cards rather than covering filter controls.

🛠️ Bug Fixes

• Invoice Payment Accuracy: Fixed mismatches between invoice paid amounts and joined payments. Fully paid invoices no longer incorrectly show as "processing."
• Storefront Security & Availability: Resolved data leak in storefront availability API. Items with "soft" maintenance status (non-critical work) now correctly show as available for rent.
• Duplicate Customer Prevention: Creating online quotes no longer generates duplicate customer records when a matching customer already exists.
• Date Field Behavior: Corrected various date editing issues across order forms
• UI State Management: Fixed disabled states for archive buttons and alignment issues in slot card layouts
• Loading State Refinement: Full-page loading indicators no longer appear during filter updates on the storefront

Welcome to our first changelog! We'll be sharing updates like this every two weeks to keep you informed about new features and improvements.

🚀 New Features

Credit Card & Payment Processing Fees

Automatically pass credit card and other payment processing fees to your customers. Set flat fees, percentages, or both for each payment method—helping you protect your margins and simplify fee management.

Learn how to set this up →

Link Maintenance Orders to Rental Orders
Link an internal work order or service order directly to a rental order so all related service charges appear on the same invoice. This makes billing seamless and keeps everything connected—no more manual tracking or separate invoices.
​See how it works →

💡Improvements

• Easily Share Customer Intake Form: The redesigned “Add New Customer” form has clearer instructions and a printable QR code, making it easy to collect info in person or online.
• Edit Order Timeline Checkpoints: Edit notes, add or remove photos and videos, and change custom checkpoint names. All changes are tracked in the audit log.
• Edit Customer Details from the Order Page: Update customer information directly from the Order—no need to switch pages.
• Edit Work Order Items After Creation: Update descriptions, tax exemption status, and costs for work order items even after they're created.
• Speed Up Bulk Check-ins: Use the new “Mark All” button on the Check-In screen to set all items to “Ok for Rent” or “Needs Review” at once, saving time on big check-ins.
• See Vendor & Condition Details in One Place: View and edit vendor and condition details directly on inventory pages.
• More Details on Statements: Statements now include extra information like PO numbers, job numbers, and job descriptions, making it easier to match statements to your records.
• Less Manual Work on Split Invoices: Invoices now show clear, positive amounts when order items are split—making billing easier to understand and reducing manual editing.
• Automatic Ledger Mapping for Slot Items: Items in slots now automatically use the slot's rental and sales ledger accounts, reducing manual mapping and increasing consistency.
• Cross-Branch Dispatch Allowed: Drivers can see all their assigned deliveries and pickups from any branch, not just their home branch.

🛠️ Bug Fixes

• Insurance Expiration Notifications: Fixed timing configuration options for setting when reminders are sent
• Storefront Business Hours - Now correctly enforces business hours for rental quote requests
• Export Full Ledger - Exporting Accounting ledger now includes all ledger columns
• Driver License Date of Birth: Corrected off-by-one-day display errors

Create flexible rates that fit your business—hourly and multi-day rates, weekend pricing, and more.

Renterra now gives you full control over your rental pricing—designed to match how you actually run your business.

​You can now:

✅ Create custom rate types: Set up to 10 rates with your own names and durations—think “Half-Day,” “3-Day Bundle,” or whatever fits your rental model.

✅ Set weekend pricing automatically: Charge different rates for weekends (Friday–Monday) without manual changes.

These updates make it easier to offer the right pricing for every customer and scenario. Start customizing your rates today!

📣 Note: Only Admins can manage rate definitions. Need access? Reach out to your company's Renterra admin.

A New Standard in Customer Identity Verification with Renterra

We’re excited to introduce a powerful new feature designed to enhance trust, reduce fraud, and streamline operations across your rental business: Vouched Driver’s License Verification. The Vouched integration provides a seamless multi-step ID verification process. Here’s how it works:

1. Customers are prompted to upload front and back photos of their driver’s license.
2. They then take a real-time selfie.
3. Vouched uses facial recognition technology to match the selfie to the license.
4. If the match is successful, the customer’s license status is marked as “Verified” (green) in Renterra.
5. A downloadable report is added to the profile, including all verification data.

This tool not only helps meet compliance standards but also prevents fraudulent rentals before they occur.

📣 Important Note: Renterra customers will receive 10 free verifications each month. After the allotted 10, Renterra will pass along the additional costs.

We’re excited to officially launch the Customer Portal — a powerful new tool that gives your renters secure online access to everything they need.

With the Customer Portal, your customers can:

✅ View and pay invoices and statements online
✅ Request call-offs or rental extensions that flow directly into Renterra
✅ Reduce phone calls, emails, and manual follow-ups
✅ Enjoy a simple, online experience

Note: The Customer Portal is available as an add-on at an additional cost.

👉 To learn more and request a demo, go to Marketplace → Customer Portal

Hi 👋

In our latest release, we've enhanced the way that you can configure fees and taxes in Renterra.

What’s New?

• Automatic Fee Application: Easily assign fees and taxes to specific customers or items.
• Display Fees as Taxes Fees can now be displayed on contracts and invoices as a tax line item.

This update comes directly from valuable feedback shared by users like you. For full details on how to set up and manage this new feature, please refer to the Help Desk article linked below:

We're excited to introduce a new Customer Credit feature that allows you to store, track, and apply customer credits to future payments. This feature streamlines the refund process and enables easier payment management. Learn more about how to create and issue a customer balance here.

Stay tuned for upcoming updates, including the ability to modify and adjust customer credits!
​

🗣️ Important Note: If Renterra is integrated with QuickBooks Online, a new Customer Credit ledger account has been added. If you customize your account mappings, ensure you map this new account before using the customer credit.

Hi there,

Enhanced Statements are now live for all Renterra users!

After working closely with many of you during beta (thanks for all the thoughtful feedback!), we’re excited to officially roll out Enhanced Statements: a powerful new way to manage customer balances and streamline collections.
​

The Enhanced Statements feature makes it easier to:

• Send bulk statements to customers with outstanding invoices
• Include full invoice history or only unpaid balances
• Allow partial or full payments through a single secure payment link or in Renterra on the back-end
• Automate monthly statement delivery on a schedule that works for your business

Benefits of Enhanced Statements
💰 Faster Payments – Make it easier for your customers to settle up, with a single view and one-click payment options.
📨 Less Admin Work – No more sending individual invoices one by one — save hours by sending all your statements in bulk.
🕒 Stay Consistent – monthly automation puts statement management on auto-pilot and you stay ahead on collections.
​

Click the link below to learn how to get started with Enhanced Statements!