01How to manage inventory availability
Keep stock counts accurate, check overlapping rental dates and use checkout holds and unavailable dates to reduce booking conflicts.
Check your availability setup
- Count the units you can actually rent. Keep damaged equipment and items awaiting inspection out of the available total.
- Review bookings that cross midnight, multi-day rentals and the time needed between a pickup and the next delivery.
- Test two overlapping orders for the same item. Confirm the second order cannot reserve more units than you own.
- Give one person responsibility for recording phone orders and stock changes so the website and office stay in sync.
Open the SRS setup guide →How to price delivery before checkout
Set your delivery areas, minimums, distance charges and taxes. Flag addresses that need review before accepting the order.
Review your delivery rules
- List the cities or ZIP codes you serve, along with the delivery fee and minimum order for each area.
- Identify addresses that need a conversation first, such as difficult access, long carries or locations outside your usual area.
- Compare a nearby address, a boundary address and an address outside your service area before you publish changes.
- Review applicable taxes with your tax adviser and check that the configured totals match your approved rules.
Open the SRS setup guide →Planning your move to a new rental system
Agree on which products to move, check the imported details, set your rental rules and test bookings and payments before launch.
Plan a controlled move
- Export the catalog and save a backup of your current website before making changes.
- Agree on which products, images and available customer records will be moved. Keep a separate list of active future bookings.
- Review a sample of imported items for prices, stock, descriptions and images before checking the full catalog.
- Test availability, delivery totals, checkout and staff access. Choose a cutover time and keep a rollback plan.
Open the SRS setup guide →Choosing the right rental pricing rules
Set clear rules for rental length, delivery, rush orders, site access and customer pricing so quotes are calculated consistently.
Test your pricing rules
- Write down the expected total for a standard rental before configuring exceptions.
- Add duration, delivery and other rules one at a time so you can see which rule changes the total.
- Check a normal order, a multi-day order and an order with several quantities against your written examples.
- Make sure the customer-facing wording explains any required fees before the customer commits to the order.
Open the SRS setup guide →Following up with previous customers
Use rental history to send relevant follow-ups, ask for reviews and remind past customers when it is time to book again.
Build a useful follow-up routine
- Check that the rental is complete and any unresolved issue has been handled before asking for a review.
- Keep service messages separate from promotional messages and respect the customer’s communication preferences.
- Choose one clear next step, such as leaving a review or asking about another event, instead of sending several requests at once.
- Review replies and results regularly. Stop or adjust messages that customers find confusing or repetitive.
Open the SRS setup guide →The numbers to check each week
Review bookings, equipment use, delivery performance, unpaid balances, repeat customers and issues that still need attention.
Run a weekly operations check
- Look ahead at upcoming deliveries and pickups. Resolve missing addresses, timing conflicts and crew assignments.
- Review equipment that is damaged, unavailable or due for inspection before accepting more bookings.
- Check open balances, unanswered quotes and customer issues that still need an owner.
- Compare demand and equipment use over time. Use the trend to plan staffing and purchases instead of relying on one busy weekend.
Open the SRS setup guide → 