How do I do this in RentVisie?

Signing in

Signing in with your work email, why the menu differs per person, and which locations you can work in

The daily operations overview

The home screen: what each counter tile counts, the working lists, and the alert banners

The Scheduler (planning board)

The fleet calendar: reading the timeline, dragging bookings to new dates or another vehicle, creating work from the board, and filtering the rows

Personalising your dashboard

The eighteen personal switches behind the daily overview, the six that start off, and the inspections-due list

Kanban (task boards)

Boards, columns and cards: who may create what, the due-date countdown, posting comments, and why there is no archive

What's new and getting help

Release notes, the warning strip and Highlighted block on your home screen, and the feedback form

Search and availability

Dates, locations and category; what the availability figure is really counting, the three fleet models, overbooking, and why the price is only indicative

Create a booking

Every route that makes a booking: the search-and-Select route, copying a booking, the recurring planner; the ten-minute draft clock, automatic vehicle assignment, and the extras added for you

Confirm a booking

Confirm versus Provisional, reconfirming after a change, the four checks that block a confirmation, why confirming wipes signatures, and which confirmation email the customer gets

Change a booking's dates

Change contract period versus Change actual; keeping the daily rate or looking it up again; the extension email and payment request; going ahead despite a clash; the invoice summary's 3-hour deviation warning

Change the vehicle or class

Change asset versus Change group versus Upgrade and what each keeps; Keep current price?; extras on a new class; why the deposit moves with the insurance; statuses that hide Change group

Adjust the price on a booking

The Discount and Overrides screens: general versus advanced discounts, amount, percentage or price after discount, Override all and Reset, the Per Day trap, promotion codes and standing discounts, changing a rate or the deposit

Cancel a booking

Cancel with email or without, the invoice warning that does not block, cancelling many bookings from the Bookings list, what a cancellation or no-show still charges, and how cancellation fee bands count the hours

Booking records and history

Changing the pickup or return branch, who drives, reading Logs, turning a booking into a quote, setting the status by hand, and Mark as invoiced — including the two that leave no trace in the log

Bookings from other sources

Where a booking came from, why a long website booking turns into a lease, and the External closing screen: what its kilometre and fuel columns really show and why Process cannot be undone

Quotes

Draft, created and sent quotes, why resending does not extend the seven days, when the customer's accept link works, what Accept quote skips, and working the Expired tab

Requests for proposal

Recording a phoned-in request, what Convert to quote checks and creates, why Lease requests are refused, which customer the quote goes to, and keeping Status up to date by hand

Website contact messages

The Contact list: reading and archiving website messages, why the tile and the list disagree, who may change a message, and why nobody is told when one arrives

Customer feedback after a rental

The Booking feedback list: the five conditions that decide whether the feedback email goes, the one-night window, finding complaints, adding feedback by hand, and why some feedback is hidden from you

Setting up a lease

The four ways a lease starts, the New shortlease subscription screen and how Months becomes dates and cycles, the thirty-day minimum, what clicking Lease on a booking resets, and overriding the contract dates

Lease billing settings

Advance versus Arrears, the billing day and why days 29 to 31 skip short months, one invoice per booking or per customer, the company Lease tab, the 30-day price preview, and what each Reason means

Handing the vehicle over

The handover wizard: which of its five steps your fleet sees and why they start off, the two things that stop it, and finalising with or without a receipt

Checklists

Writing the walk-round questions, the four question types, what makes a required one refuse to pass, and attaching a list to a vehicle

Mileage and fuel readings

The odometer and fuel steps: why the box is pre-filled, the three readings the app refuses, the fuel percentage, and adding a refuelling charge

Damage found at handover

The six vehicle panels, what each field on the damage form does, why timing decides who pays, and the Temporary category that deletes itself

Signatures

Sending the signing link, what the customer sees, why signing a quote confirms it, and the two things that wipe a signature

Taking the vehicle back

What finalising a return does to the vehicle, late returns and the two bulk buttons that cancel bookings, and filing proof of refuelling

Key box handover

The connector and its buffer minutes, granting access from the booking, and the three ways access fails without telling you

Creating a customer record

The four routes that make a customer, private versus business, the four checks Save actually runs, why a phone number with a plus sign is refused, and the duplicate-email guard

Addresses

The Address block on the customer form: when the postcode lookup fires, why the country on a contract can differ from the one on screen, and why the Addresses screen is a map

Licence, passport and ID

The Identification tab: why only the licence number matters downstream, setting up the License Types list, uploading front and back pictures, and reading a Belgian identity card

Extra drivers and contacts

Sub accounts versus employees, the short form that checks nothing, attaching people from either end, and why a named driver misses their confirmation email

Payment and invoicing settings

The Financial tab: payment terms and the due date, why the credit limit stops nothing, the deposit rules in priority order, the thirty-day reverse-charge test, and the four buttons that rewrite every customer

Adding a vehicle

The New Vehicle route: what the app links up for you, the eight fields Save insists on, own fleet versus third party, why the active period does not affect availability, and what switching a vehicle off does to its bookings

Vehicle details from the registry

RDW Import versus Enrich data: what the registry fills in and what it leaves alone, why one route creates makes and the other leaves them blank, and why enriching can wipe the inspection date

Vehicle settings and display

Asset settings profiles: the six switches and where each one actually shows its effect, why a vehicle record ignores all of them, what deleting a profile does to its vehicles, and why the fleet-wide re-apply is blunter than it sounds

Price lists

The container every rate lives in: creating one, what it copies from the default list, which list a booking is priced from, and the ten tiles inside it

Periods and duration bands

The two tiles every rate hangs off: dated periods, duration bands in hours, cut-off times, pickup days, and rolling a period forward with an index factor

Rates and mileage

Quick populate versus the advanced grid, the day-rate calculator and its VAT switch, mileage steps and included kilometres, and the four checks that block a rate

How a price is put together

The four steps in order, why the cheapest rate wins rather than the most specific, six checks for a price that looks wrong, and why the counter and the website can differ

Seasons

Date ranges that move your rates: the multiplier versus a fixed override, why the factor is averaged across the booking, and the three conditions a season has to meet

Day-of-week adjustments

A multiplier per weekday per vehicle class, the switch on the duration band that turns them on, and why the result is averaged into one daily rate

Last-minute deals

The five conditions a deal must pass, why the starting values stop a new deal firing at the counter, ticks that save themselves, and one deal per vehicle class

Utilisation

The two utilisation screens: bookable versus booked days per vehicle and per class, which bookings count, and why a vehicle goes missing

Users and permissions

Creating accounts, blocking versus deleting, security profiles, the four price permissions, and location access