User Guide

Login Page

The login screen allows users to securely access the RentzifyHub platform.

• Company Code: The unique code identifying the company or property group.
• Username: The user’s login identifier.
• Password: Secure entry for authentication.
• Remember Me: Keeps the user logged in on the device.
• Forgot Password?: Navigate to password recovery options.
• Login Button: Proceeds with authentication.
• Sign Up: Opens registration page for new users.

Tip: Ensure the company code is correct, especially if managing multiple organizations.

Dashboard

The dashboard provides a quick overview of rental performance, revenue, and navigation options.

• Available Credits: RentZifyHub uses a credit-based system. Each active rental asset requires 10 pesos worth of credits for 30 days to remain enabled. Make sure to top-up your account to keep your rentals active.

• Today's Insights:
• Active Rentals: Displays the number of currently active rental units.
• Current Month Expense: Total expenses recorded for the current month.
• Today's Revenue: Income generated today, shown in green.
• Current Month Revenue: Cumulative income for the current month.
• Navigation Arrows: Use the left (◀) and right (▶) arrows to browse insights by day or month.

• Navigation Icons:
• Rentals, Reports, Reservations
• Assets, Map, Tasks
• Clients, Settings, Users
• Add Credits, Help, Logout

Rentals Page

The Rentals screen lists all active and historical rental transactions, including asset and client details.

• Rental #: Unique identifier for each rental record.
• Asset: The name or label of the rented item.
• Client: The person or entity renting the asset.

Navigation:

• New, Update, Search, Dashboard

Edit Rental Mode

This mode allows for deeper interaction with a rental record.

• Edit: Modify rental details.
• Transaction: View related payments or adjustments.
• Ledger: Review ledger summary by billing cycle.
• Back: Return to Rentals list.

Rental Form

The Rental Form is used to create or edit rental agreements, specifying the client, asset, and key rental terms.

• Asset: Select the asset being rented (e.g., house, vehicle, equipment).
• Client: Choose the client renting the asset.
• Rental Type: Specify the mode of rental (e.g., hourly, daily, monthly).
• Rental Rate: Rate charged per the rental type.
• Start Date & Time / End Date & Time: Define the rental period.
• Rental Status: Current status of the rental (e.g., active, completed).
• Payment Status: Indicates if payment has been made.
• Remarks / Special Instructions: Additional notes for the rental.
• Deposit Amount: Amount required upfront as a security deposit.
• Advanced Amount: Advance payment applied to the rental.

Bottom actions:

• Save: Commit the rental details.
• Cancel: Discard changes.
• Dashboard: Return to the home panel.

Rental - Transactions

This screen displays all financial movements related to a rental.

• Type: Payment or adjustment.
• Date: Timestamp of transaction.
• Amount: Value applied.

Controls:

• Add, Back, Dashboard

Rental - Ledger

Daily billing breakdown with paid/unpaid status.

• Period: Billing date.
• Status: Paid or Unpaid.
• Invoice: Amount billed.

Controls:

• Email, Back, Dashboard

Assets Page

Displays all items available for rental with their type and status.

• Asset #: Identifier.
• Name: Label of the item.
• Type: Classification (e.g., land, equipment).
• Status: Availability state.

Asset Form

The Asset Form is used to register or update details of a specific asset such as a property, appliance, or vehicle.

• Name: Asset name or identifier.
• Description: Additional information describing the asset.
• Location: Address or placement reference for the asset.
• Status: Dropdown to set availability (e.g., Available, Rented, Inactive).
• Price Hourly/Daily/Monthly: Cost of renting the asset based on time unit.
• Photo: Upload image to visually represent the asset.
• GPS ID: Optional field for mapping or tracking enabled assets. Contact our support for instructions on how to set up the GPS device. Currently, we have tested the SinoTrack device.

Bottom actions:

• Back: Return to the previous screen without changes.
• Dashboard: Navigate back to the main dashboard panel.

Clients Page

List of all registered clients in the system.

• Client #: Unique ID.
• Name: Full name of client.
• Email: Registered email address.

Menu:

• New, Edit, Search, Dashboard

Client Form

The Client Form is used to create or update client profiles within the system.

• Name: Full name of the client.
• Email: Email address used for communication and system notifications.
• Phone: Primary contact number for the client.
• Address: Physical address or residence of the client.
• Photo: Upload a client profile picture.
• Identification: Option to upload an ID or verification document.
• Status: Set the profile as active or inactive.
• Contact Person: Person to reach in case of concerns, defaults to client name.
• Contact Phone: Alternative or secondary contact number.
• Notes: Free-text field for remarks, tags, or other references.

Bottom actions:

• Save: Submit the form and create/update the client record.
• Cancel: Discard changes and return to previous view.
• Dashboard: Navigate to the main control panel.

Reports Page

The Reports page allows users to generate and view various reports for rentals based on selected filters.

• Start Date and Time: Define the beginning of the report period.
• End Date and Time: Define the end of the report period.
• Rental Name: Select a specific rental to filter the report.
• Report Type: Choose the type of report to generate. Options include:
  • Asset Revenue Summary
  • Ledger
  • Accounts Receivable
  • Usage Rate
  • Maintenance History
  • Client Activity
  • Contract Status
  • And more...

Bottom actions:

• Email: Send the generated report via email to Client and/or Owner.
• View: Preview the report on screen in pdf format.
• Dashboard: Return to the main menu.

Map View

The Map View page displays all rental assets with their current locations, marked interactively on a Google Map.

• Search Box: Filter map items based on asset names.
• Fit All: Adjusts the map view to include all visible markers.
• Asset Markers: Shows different icons for each asset type (vehicles, appliances, properties, etc.).
• Tooltip: Tapping a marker displays details such as asset name and associated client.

Bottom navigation:

• Dashboard: Returns to the main navigation panel.

Tip: Useful for quickly identifying asset distribution and verifying bookings on a map.

Settings Page

The Settings page allows administrators to configure business-related credentials and details.

• Business Name: Defines the name displayed in invoices and interface.
• Email: Contact email for the business. Also used for notifications and system alerts.
• Phone: Mobile number for official contact.
• PayMongo Secret: Secure API key for enabling payment processing with PayMongo.

Bottom actions:

• Save: Commit changes and update the configuration.
• Cancel: Discard changes and revert to the previous state.
• Dashboard: Return to the main dashboard panel.

Reservations Page

The Reservations page provides a calendar interface to schedule and manage reservations for rental assets.

• Calendar View: Navigate by month and select specific dates to view or add reservations.
• Time Slots: Displayed in a timeline grid, allowing detailed scheduling per hour.
• Events: Reserved slots are marked clearly, with asset labels or short descriptions.

Bottom navigation:

• Dashboard: Navigate back to the main dashboard.

Tip: Ideal for managing hourly bookings such as sports courts or appliances.

Reservation Form

This screen allows users to create a new reservation entry by filling out relevant booking information.

• Name: Name of the person or event for the reservation.
• Asset: Dropdown to select the asset to be reserved.
• Email: Contact email associated with the reservation.
• All Day: Toggle switch to block the entire day instead of specific hours.
• Start Time & End Time: Define the beginning and end of the reservation period.
• Repeat: Option to make the reservation recurring (e.g., daily, weekly).
• Asset Photo: Optional image field for referencing or identifying the reserved item.
• Notes: Additional comments or context for the booking.

Bottom actions:

• Cancel: Abort the operation and return to the previous screen.
• Save: Submit and store the reservation details.

Tasks Page

The Tasks page provides a list of maintenance and operational tasks assigned to assets or units.

• Task #: Unique identifier for each task entry.
• Date: Scheduled date for the task to be performed.
• Name: Short description or label for the task.

Bottom actions:

• New: Create a new task entry.
• Edit: Modify details of an existing task.
• Search: Locate tasks based on criteria such as date, name, or ID.
• Dashboard: Return to the main application panel.

Tip: Keep task names clear and consistent to make filtering and completion tracking easier.

Task Form

The Task Form allows users to create or update a task related to a rental asset.

• Asset: Dropdown to assign the task to a specific rental unit or item.
• Assignment Date: Date when the task is scheduled or created.
• Task Name: Short label identifying the task.
• Description: Additional details about the task.
• Expense Amount: Estimated or actual cost related to the task.
• Assigned To: Person responsible for completing the task.
• Assigned Contact Phone/Email: Contact information for the assignee.
• Priority: Set the urgency level (e.g., Low, Medium, High).
• Status: Track task progress (e.g., Pending, In Progress, Completed).
• Completion Date: Expected or actual finish date for the task.

Bottom actions:

• Save: Store the entered task information.
• Cancel: Discard the changes and exit the form.
• Dashboard: Navigate back to the main panel.

Users Page

The Users page enables management of login credentials and user roles within the system.

• Administrator Login: Fields to set or update the administrator’s username and password.
• Username: Login name for accessing the platform.
• Password: Hidden input for setting secure credentials.
• Confirm Password: Re-enter the password for validation.

Users Login Table:

• Displays a list of existing users along with their username, email, and full name.

Bottom actions:

• New User: Add a new user profile.
• Edit User: Modify an existing user’s details.
• Dashboard: Return to the home panel.

User Form

This form is used to create or update a user profile in the RentzifyHub system.

• Username: Identifier used for login.
• Email: Email address associated with the user.
• Password: Login credential for user access.
• Full Name: Display name of the user.
• Status: Dropdown to mark user as active or inactive.

Access Controls: Enable or restrict access to modules:

• Asset Access, Client Access, Rental Access
• Report Access, Setting Access, User Access
• Reservation Access, Map View Access

Bottom actions:

• Cancel: Exit without saving changes.
• Dashboard: Return to the main dashboard.