Goodbye spreadsheets, hello cloud
And just like that, it’s the New Year! In between salads and your new gym membership, we think this January you should add a little bit of sparkle to your rental business.
Make 2018 your most organized and profitable one yet, with a streamlined, cloud-based rental management solution that you can access from anywhere. It’s simple to get started - even if you’re using a different rental management solution at the moment. With a Free 30 Day Trial, plus unlimited support and training, we’re here to share our tips on getting started with Current RMS.
Samuel Burridge, Operations Manager @ Steeldeck
After spending just 2 hours trying out Current RMS I was able create jobs and understood the basics with no training. The product is incredibly intuitive and the service and support have been outstanding - why would we choose anything else?
First step - sign up for a system. When you sign up, you’ll be given a completely blank Current RMS system, ready for you to explore.
To get to know the in’s and out’s of Current, we recommend sitting in an online demo with one of our knowledgeable Product Specialists, where we’ll share screens with you and give you a guided tour. It’s a great chance to have a more in depth look around the system and have any questions you may have, answered by a real person. You can book in a demo at any point on our website - just pick a date and time that’s best for you!
During your trial, you’ll have tons of resources at hand, including a way to start a conversation with our team from within Current to answer any queries, plus access to our guides, packed with info about every area of Current. You can also book in additional training sessions, too - it’s all part of the package.
There are a couple of simple steps to get your account set up properly from the get-go.
Initially, you’ll open the main admin account and will be a one-user system and from here, you can add and remove users at any point. So whether you’re in your busy season and need more hands on deck, or in your quieter period where you can get by with less people accessing the system, Current completely fits around you. Adjusting users is really easy to do - just head to System Setup.
Off the bat, you’ll also want to define your rental rates and tax settings. This is a key part of any rental business and ensures the pricing on every job is calculated correctly, with Current doing all the legwork. The system comes with a handful of rates ready for you to use out-of-the-box, but if you need something a little more specific, Current caters for that too. Create your own rates in System Setup, and remember our friendly team are on hand if you’ve got any queries at all.
Of course, adding the products that you rent into your system is one of the most important things to do.
You can either use the web interface or import all of your products and contact details en masse into Current, and use these to create jobs during your Free 30 Day Trial. Experimenting with the system is the best way to see what it can do!
If you want to import your data in bulk, it’s simple. To begin, we recommend adding in a few products to get familiar with the process. When you’re done, export this data to get CSV templates that include the products you just created. This will give you a feel for how the data you just created in Current maps to the import templates. You can then go ahead and enter all of your data to the CSV template, using your export as a guideline, ready to be added back into the system. We’ve got a guide on the topic here.
If you’re already using a rental management software, you may even be able to export all of your data in bulk from your existing system to simply merge with Current’s import files. It’s also worth noting that if you can’t find an equivalent field in Current for the data you want to import, you can always set this up as a Custom Field in System Setup. It’ll then appear on your CSV template file, ready for you to import the data you need into your shiny new system!
So you’ve made a few jobs, you’ve sat in a demo and by the end of your trial, you think Current’s got exactly what you need. Awesome!
Just pop your card details in before your Free 30 Days are up and we’ll seamlessly update your account to a paid plan, keeping all your data as it is. You won’t need to worry about setting up a new account or adding your products back in - you’re ready to roll. Even if you’ve used your trial to create test jobs that aren’t going ahead, you can completely remove these from your system, before creating your live opportunities once you've moved over to a paying plan. It's easy to delete these in System Setup, while still retaining genuine product and customer data you've added in.
Questions You’ve Been Dying To Ask...
It’s free! You can get hold of the team via the green help bubble on every screen in Current or email us - whichever is most convenient for you. You can also book in an unlimited amount of demos and training as you go, even while you’re in trial.
Does Current integrate with any accounting software?
Yes - you can post your invoices to QuickBooks Online or Xero. Current also offers a one-click import of contacts from your accounting solution, making it easy to bring in your customer data.
Can I use Current when I’m out of the office?
Absolutely - being fully cloud-based, Current is accessible on any device that connects to the internet. That means you can even log in on your phone or your iPad through a browser!
How do we get new features?
Our developers work hard to tweak and update the system frequently to ensure it’s got lots of useful features for your business. There’s no downtime or boring update screens - when an update is ready to go live, it’ll happen automatically and for free.
Can I use barcode labels in Current RMS?
Do I pay for additional modules?
We don’t charge for additional modules. When an update is ready to go live, we push it out automatically to every system. However, some services that we integrate with do require a subscription separate to Current, such as accounts software like QuickBooks Online, or email marketing platform MailChimp.
Will my data be secure in the cloud?
We know that data security has to be our main priority, like other cloud based companies do too. When you log into Current, your data is protected using both server authentication and data encryption. This makes sure it’s always secure and only available to users registered to your organisation. For more information, take a look at our blog on the benefits of working in the cloud
We’re Here To Help
Don’t forget, you can reach out to us whenever you need. Just start a conversation with us using the green help bubble within your Current RMS system! We built Current RMS for rental businesses as unique as yours and we’re here to make sure you can get up and running in no time at all.
Ready to get Current?