Tracking Rentals and Equipment Costs

Overview

The Rentals tab in the Asset Directory helps you track rental equipment separately from your owned assets. Monitor rental costs, durations, and status all in one place.

Accessing Rentals

Navigate to Directory → Assets in the sidebar. You'll see three tabs at the top:

• Assets - Your owned equipment
• Rentals - Rented equipment
• Assignment Calendar - Equipment scheduling

Click the Rentals tab to view all rental equipment.

Rental Status Cards

The status cards at the top show a quick breakdown of your rentals:

• On Rent - Currently active rentals
• Off Rent - Returned equipment
• Draft - Rentals being set up
• Requested - Pending approval
• Good Standing - Rentals within budget
• Upcoming Due - Rentals ending soon

Adding a Rental

1. Click Add Asset button
2. Enter equipment details (make, model, serial number)
3. Set the rental start date and expected duration
4. Enter daily, weekly, or monthly rate
5. Assign to a project if applicable
6. Save the rental record

Tracking Costs

The system automatically calculates:

• Total rental duration
• Running cost based on rate
• Cost allocation by project

Tips

• Use filters to view rentals by status or project
• Download the Rental Report for spending analysis
• Set up alerts for upcoming rental due dates