Setting up Rental Management in Docket is straightforward, but following each step carefully ensures all settings are configured correctly.
Step 1: Enable Rental Management
- Go to Account > Settings > Rental Management.
- Toggle ON Rental Management.
Step 2: Configure Rental Categories
- In Account > Rental Management, locate Settings by Category.
- Type in each rental asset category one at a time and click the + icon to add.
- After adding each category, set the day overages in the section below.
- If you want rental lengths for your rental assets:
- Go to Scheduling > Show Rental Length.
- Toggle ON and add rental lengths.
Step 3: Add Rental Assets
- Go to the Asset tab.
- Click +New in the top-right.
- Select Asset > Rental.
- Choose the appropriate rental asset category (from Step 2).
- Add a rental asset pin to identify the specific unit.
Step 4: Set Up Billing Template Categories
- Navigate to Account > Settings > Company > Billing Settings.
- Under General > Settings, locate Billing Template Categories.
- Add a billing template category for each rental category you added in rental management.
- ⚠ Spelling must match exactly to ensure pricing pulls correctly when creating rental tasks.
- Click Save Settings at the top-right of the Billing Settings page.
Step 5: Apply Billing Template Categories
- In the left-hand navigation bar, go to Billing > Templates.
- Click +New in the top-left to create new billing templates using the categories from Step 4.
- If different rental lengths have different prices, include the rental length in the template title to make selection easier when scheduling.
Important Notes
⚠ Dumpster management references a pricing matrix, but rental management relies on templates for pricing.
⚠ Wording must match exactly when setting up categories and templates to ensure pricing pulls correctly.
By following these steps, you’ll have Rental Management successfully set up and ready to use in Docket! 🚀