Review your catalog
Prepare product names, photos, quantities and prices. If moving from another system, share its website or an available export with our team.
From setup
to your first rental.
A practical checklist for operators. This guide does not inspect your account or mark any setup step complete.
Check your rental rules
Review deposits, rental durations, delivery windows, service areas, minimums and taxes. Confirm the rules against a typical order.
Complete payment setup
Follow the payment connection steps in your SRS workspace. An account connection alone does not prove a checkout works; use the supported testing process before accepting customer payments.
Run a test rental
Use approved test data and sandbox payment details. Review availability, totals, confirmation messages and the remaining balance without creating a real charge.
Prepare your first delivery
Review equipment quantities, notes and timings. Assign the truck and crew, then check the load sheet and the driver’s stop details.
Review after launch
Check open quotes, upcoming rentals and balances. Add follow-ups and other optional tools when they fit the way your business works.
Need a hand with setup?
Use the Get Started hub inside your SRS workspace for your actual setup progress, or contact our team for help.