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Getting Started
Essential guides for new users
Equipment
Managing your rental inventory
Rentals
Creating and managing rental bookings
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Creating and converting quotes
Customers
Managing customer relationships
SWMS & Safety
Safe Work Method Statements and compliance
Invoicing
Billing and payment collection
Reports
Analytics and business reports
Contracts
Rental agreements and signatures
Email integration and communication
Troubleshooting
Common issues and solutions
Staff
Team management and scheduling
Logistics
Delivery, pickup, and dispatch management
Service
Equipment maintenance and repairs
Safety
SWMS and safety documentation
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Popular Articles
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CloudRent Pro Features Overview
Complete rental management: equipment, customers, reservations, invoicing, SWMS, dispatch, mobile apps, and reporting.
CloudRent Pro Pricing
Pricing starts with a free 30-day trial, then $179/month or $85/month for Founding Members.
Company & Leadership Reference Document
Creating Inventory Items
Learn how to add rental equipment, services, sale items, kits, and subrent items to your inventory
Creating Your First rental
Learn how to create your first equipment rental in CloudRent Pro
Customer Portal
Customer portal lets customers browse equipment, make bookings, and pay invoices online.
Generating Invoices
Create professional invoices from your reservations
How do I start my 30 Day 1$ trial?
Start your 30-day free trial with no credit card required.
Logistics Workflow & Partial Adjustments
Learn how to track rental items through precheck, delivery, on hire, collection, and postcheck stages. Handle partial returns with quantity adjustments.
Offline capability
Mobile apps work fully offline. Data syncs automatically when back online.
Sub-Rentals & Equipment Transfers
Learn how to manage sub-rentals from external suppliers and transfer equipment between depots, rental sites, and suppliers
SWMS - Safe Work Method Statements
Digital SWMS system with templates, risk assessments, and mobile signing for safety compliance.
What is CloudRent Pro?
CloudRent Pro is a complete rental management platform for Australian equipment hire businesses.
Adding Customers
Customer profiles store all the information you need about who you're renting to — contact details, addresses, ABN, and payment terms. Good customer data speeds up booking and ensures accurate...
Adding Equipment
Adding equipment to your CloudRent Pro catalog is the foundation of your rental business. This guide walks you through creating equipment items with all the details needed for accurate availability...
Company Settings
Company settings control how CloudRent Pro works for your business — your branding, business details, default behaviours, and system-wide preferences. Configure these settings when first setting up,...
Connecting Gmail
Connect your Gmail account to send emails from CloudRent Pro using your own email address. Quotes, invoices, and contracts will come from you — not from a generic system address. Why Connect Gmail...
Creating a Contract
Rental contracts protect both you and your customers by clearly documenting the terms of the hire. CloudRent Pro generates professional rental agreements from your bookings with all the important...
Creating a Quote
Quotes let you propose equipment, pricing, and dates to customers before they commit. CloudRent Pro makes it easy to create professional quotes and send them for approval via email. What Is a Quote?...
Creating a Rental
Creating a rental is the core workflow in CloudRent Pro. This guide walks you through the complete process — from selecting a customer to adding equipment, setting dates, and configuring delivery...
Creating a SWMS
A Safe Work Method Statement (SWMS) documents high-risk construction work activities, identifies hazards, and describes control measures. CloudRent Pro helps create, manage, and track SWMS documents...
Creating an Invoice
Invoices in CloudRent Pro are generated from rentals with all line items, customer details, and pricing automatically populated. This guide shows you how to create professional invoices and get them...
Dashboard Overview
The dashboard is your command center — showing key metrics, today's activity, and alerts at a glance. It's the first screen you see when logging in, giving you instant visibility into business...
Getting Started Overview
Welcome to CloudRent Pro — the complete rental management platform built for Australian equipment hire businesses. Whether you run a construction plant hire, event equipment rental, tool hire, or...
Logistics Overview
The Logistics module is your dispatch command center — managing deliveries, pickups, and service jobs from assignment through completion. It gives managers visibility into all field operations and...
Service Jobs
Service jobs track maintenance, repairs, and inspections for equipment — whether performed at your workshop, on customer sites, or in the field. They ensure equipment stays in working order and...
Staff Profiles
Staff profiles store all the information about your team members — contact details, employment type, roles, and calendar preferences. Good staff profiles make rostering and communication easier....
Account Setup
Before you start creating rentals and invoices, take a few minutes to set up your company profile. This ensures your business details appear correctly on all documents and that GST is calculated...
Connecting Outlook
Connect your Outlook or Microsoft 365 account to send emails from CloudRent Pro using your corporate email address. This ensures professional communication with your branding and domain. Why Connect...
Converting Quote to Rental
When a customer approves your quote, it's time to convert it to a confirmed rental. This locks in the booking, blocks equipment availability, and prepares the rental for dispatch and invoicing. How...
Creating a New Customer
Learn how to add new customers to CloudRent Pro, including contact details and addresses.
Customer History
Every customer profile includes a complete history of their rentals, invoices, and payments. This information helps you understand customer relationships, spot trends, and make informed decisions....
Digital Signatures
Digital signatures let customers sign rental contracts electronically via email. No printing, scanning, or physical document handling required — signatures are captured securely online and stored...
Equipment Categories
Equipment categories help organise your rental catalog, making it easy for staff and customers to find what they need. Well-structured categories also improve reporting and inventory management. Why...
GST and Tax Settings
CloudRent Pro handles GST (Goods and Services Tax) at the standard Australian rate of 10%. This guide explains how GST works in the system and how to configure your tax settings. How GST Works GST is...
Job Queue
The job queue is your staging area for work that needs to be assigned. It shows all pending deliveries, pickups, and service jobs waiting for dispatch to staff members. Understanding the Queue Jobs...
Maintenance Schedules
Maintenance schedules automate preventive service by creating service jobs when equipment reaches time or usage thresholds. Regular maintenance extends equipment life and prevents costly breakdowns...
Notification Preferences
Control what notifications CloudRent Pro sends and how. Configure company-wide defaults and let individuals customise their personal preferences. The right notification setup keeps everyone informed...
Rental Workflow & Statuses
Every rental in CloudRent Pro moves through a series of statuses that track its lifecycle from initial enquiry to final return. Understanding these statuses helps you manage bookings efficiently and...
Reports Overview
CloudRent Pro reports give you insights into every aspect of your rental business — revenue, equipment performance, customer patterns, and operational efficiency. Use reports to make data-driven...
Roles and Permissions
Roles control what staff members can see and do in CloudRent Pro. Assign the right role to give people the access they need while protecting sensitive information. Default Roles Role Access Level...
SWMS Sign-Off
Before high-risk work begins, workers must review and sign off on the SWMS. This confirms they understand the hazards, control measures, and their responsibilities. CloudRent Pro captures these...
Assigning Staff to Jobs
Assigning staff to jobs connects people to work — deliveries, pickups, and service calls. Good assignment considers availability, location, skills, and workload to keep operations running smoothly....
Custom Statuses
While CloudRent Pro's standard statuses (Quote, Reserved, Active, Returned) cover most workflows, you may need additional statuses to match your specific business processes. Custom statuses let you...
Customer Notes
Customer notes capture important information that should follow the customer across all their rentals. Unlike rental-specific notes, customer notes provide context for every interaction with this...
Email Templates
Email templates save time by letting you create reusable messages for common communications. Instead of writing the same invoice reminder or quote follow-up from scratch, use a template and...
Inviting Staff
CloudRent Pro supports multiple team members with different access levels. This guide explains how to invite staff, assign roles, and manage permissions so everyone has the access they need....
Licence Tracking
Track staff licences and certifications to ensure compliance and get alerts before they expire. This is essential for driver licences, forklift tickets, White Cards, and other required credentials....
Maintenance History
Maintenance history provides a complete service record for every piece of equipment. It shows what work has been done, when, and by whom — essential for warranty claims, resale, and understanding...
Payment Terms
Payment terms define when invoices are due. Setting appropriate terms helps manage cash flow while meeting customer expectations. CloudRent Pro lets you set defaults and override per customer or...
Serialised Tracking
Serialised tracking lets you manage individual units of equipment by their unique serial number. Instead of treating "10 Generators" as interchangeable, you can track each generator separately for...
Signature Tracking
Track the status of contracts sent for signature so you know when to follow up, when equipment can be dispatched, and who's holding up the process. Contract Statuses Status Meaning Draft Contract...
Stripe Setup
Connect Stripe to accept online payments from customers. Stripe handles credit card processing, security, and deposits directly into your bank account. Setup takes about 10 minutes. Why Use Stripe...
SWMS Tracking
Track all SWMS documents across your business — see what's current, what needs review, and maintain compliance records. SWMS tracking ensures safety documentation doesn't fall through the cracks....
Barcode & QR Scanning
Barcodes and QR codes speed up equipment lookup, stocktakes, and dispatch workflows. Instead of searching by name, scan a code to instantly pull up equipment details, availability, and rental...
Crew Management
Crews are pre-defined groups of staff who work together on jobs. Instead of assigning individuals one by one, assign an entire crew with a single action — perfect for deliveries and installations...
Email Tracking
Email tracking shows you when customers open your emails and click links. This insight helps you follow up at the right time and identify potential delivery issues. What's Tracked Metric What It...
Multi-Item Rentals
Most rentals involve multiple pieces of equipment. CloudRent Pro makes it easy to add, manage, and organise multiple items within a single booking, keeping everything together for clean invoicing and...
Navigation Overview
CloudRent Pro is designed for quick navigation and efficient workflows. This guide walks you through the main interface elements so you can find what you need fast. The Sidebar The left sidebar is...
Staff Roster
The roster lets you plan and manage staff schedules visually. Build weekly rosters with drag-and-drop, see who's available, and ensure you have the right coverage for your operations. Accessing the...
Stripe Payments
Stripe integration lets you accept card payments online. Customers can pay invoices instantly via payment links, improving cash flow and reducing collection efforts. What Stripe Enables Card payments...
Xero Setup
Connect CloudRent Pro to Xero for automatic two-way sync of invoices, payments, and contacts. This eliminates double data entry and keeps your accounting accurate without manual transfers. What Syncs...
Delivery Options
CloudRent Pro supports multiple delivery methods to match how your business operates. Configure whether customers pick up from your yard, you deliver to their site, or a third-party courier handles...
Global Search
Global search is the fastest way to find anything in CloudRent Pro. Instead of navigating through menus, press a keyboard shortcut and start typing to instantly locate customers, rentals, equipment,...
Pricing and Rates
Setting the right prices for your equipment is crucial for profitability. CloudRent Pro supports flexible pricing with daily, weekly, and monthly rates, automatic calculations, and GST handling built...
Recording Payments
When customers pay by bank transfer, cash, or cheque, you need to manually record the payment in CloudRent Pro. This updates invoice status, tracks customer balances, and keeps your accounting...
Shift Templates
Shift templates define common shift patterns that you use repeatedly. Instead of entering times manually for every shift, apply a template with one click. Common Shift Templates Template Typical...
Vehicle Fleet
Track your delivery vehicles to ensure the right truck is available for each job. Vehicle management helps dispatchers assign appropriate transport and monitor fleet utilisation. Why Track Vehicles...
Copy Week Roster
Copy Week lets you duplicate an entire week's roster to another week with one click. This is perfect for businesses with consistent weekly schedules — build once, copy many times. When to Use Copy...
Job Priority
Priority levels help dispatchers focus on urgent work first. When you have a full queue, priorities ensure time-sensitive jobs get attention while routine work fits around them. Priority Levels Level...
Partial Returns
When a customer returns some equipment while keeping other items on hire, you need to process a partial return. CloudRent Pro tracks which items are back and which are still out, adjusting...
Payment Reminders
Payment reminders help you collect overdue invoices without awkward phone calls. CloudRent Pro can send reminders automatically or let you send them manually with a few clicks. How Overdue Detection...
Tiered Pricing
Tiered pricing automatically applies better rates for longer rental periods. Instead of manually calculating discounts for extended hires, CloudRent Pro handles it automatically based on rules you...
Bonds and Deposits
Bonds and deposits protect your business against damage, loss, or non-payment. CloudRent Pro helps you track bonds from collection through to refund, ensuring nothing falls through the cracks....
Rental Extensions
When customers need equipment longer than originally planned, you can extend the rental's end date. CloudRent Pro recalculates pricing automatically and updates availability to reflect the new...
Scheduling Jobs
Scheduling determines when jobs happen. Good scheduling balances customer needs, staff availability, and efficient routing to get the most done with your resources. Scheduling Methods Method Best For...
Staff Availability
Staff availability lets you track when team members are available to work. Set recurring weekly patterns and one-off blocks to ensure you only schedule people when they can actually work. Types of...
Xero Integration
Xero integration keeps your rental invoicing and accounting in sync. Invoices and payments flow automatically between CloudRent Pro and Xero, eliminating double-entry and ensuring your books are...
Availability Calendar
The availability calendar gives you a visual overview of your equipment status across all bookings. See at a glance what's available, what's out on hire, and where scheduling conflicts might occur....
Calendar View
The rental calendar provides a Gantt-style view of all your bookings across time. See at a glance what's out, what's coming up, and spot gaps or conflicts in your schedule. Accessing the Rental...
Push Notifications (Dispatch)
Push notifications alert field staff to new assignments, schedule changes, and urgent updates instantly on their mobile devices. They're the primary communication channel for time-sensitive dispatch...
Time Clock
The time clock lets staff record their actual working hours — clock in when starting, clock out when finishing, and track breaks in between. This provides accurate timesheet data for payroll. How...
Custom Fields
Custom fields let you capture industry-specific information about your equipment that isn't covered by standard fields. Whether you need to track engine hours, lift capacity, or colour options,...
GPS Tracking
GPS tracking shows where your delivery vehicles and field staff are in real-time. It helps dispatchers monitor job progress, estimate arrival times, and verify job completion locations. What GPS...
Internal vs Customer Notes
CloudRent Pro distinguishes between notes meant for your team and notes visible to customers. Understanding when to use each ensures sensitive information stays internal while customers receive the...
Job Assignments
Assign staff to deliveries, pickups, and service jobs so everyone knows what they're doing and where they need to be. Assignments connect people to work and drive the notification and tracking...
Staff Chat
Staff chat provides instant messaging between team members within CloudRent Pro. Send direct messages, create group conversations, and broadcast announcements — all in one place. Message Types Type...
Staff Notifications
Notifications keep staff informed about shifts, job assignments, messages, and important alerts. CloudRent Pro delivers notifications through multiple channels so people don't miss critical...
My Jobs (Staff View)
The My Jobs view shows staff their assigned work — deliveries, pickups, and service calls. It's the home screen for drivers and technicians, showing what needs to be done and allowing status updates....