Loaners and Rentals

If you put customers in loaner or rental vehicles, this is where you track the fleet, who has what, and the signed agreement. Available on Professional and up.

Open Loaners

Click Loaners in the left rail. You see your fleet and active rentals, with days-out and overdue flags so nothing slips.

Add fleet vehicles

Use Add Fleet to register a loaner or rental vehicle. Edit Fleet keeps the details current.

Start a rental

Use the rental wizard to put a customer in a vehicle. You can check in, reopen, or edit a rental as the situation changes.

Get the agreement signed

Generate a rental agreement and have the customer e-sign it on a secure link. Fleet alerts flag overdue returns so you stay on top of exposure.

Common questions

Can customers sign the rental agreement remotely?

Yes. The agreement is sent as a secure link the customer can e-sign from their phone, and the signed copy is stored on the rental.