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 your primary navigation. It's visible on all pages and provides quick access to every module.

Main Menu Sections

Menu Item	What You'll Find
Dashboard	Overview of today's activity, active rentals, revenue, and quick actions
Rentals	All bookings — quotes, reservations, active hires, and returns
Equipment	Your full inventory catalog with availability and pricing
Customers	Customer profiles, contact details, and rental history
Invoices	All invoices — draft, sent, paid, and overdue
Staff	Team management, roster, time tracking, and chat
Logistics	Delivery scheduling, job queue, and dispatch board
Service	Maintenance jobs, repair tracking, and service history
Settings	Company settings, integrations, and preferences

The Dashboard

Your dashboard is the home screen — it shows everything you need to know at a glance.

Dashboard Sections

• Key Metrics — Active rentals, revenue this month, outstanding amounts

• Today's Activity — Deliveries, pickups, and returns scheduled for today

• Quick Actions — Buttons to create a new rental, customer, or invoice

• Recent Items — Your recently viewed rentals, customers, and equipment

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Tip: Click the CloudRent Pro logo in the top-left corner from any page to return to the dashboard instantly.

Global Search

The fastest way to find anything in CloudRent Pro is global search. Press Cmd/Ctrl + K from any page to open it.

What You Can Search

• Customers — By name, email, phone, or company

• Rentals — By rental number or customer name

• Equipment — By name, SKU, or category

• Invoices — By invoice number or customer

• Staff — By name

• Press Cmd/Ctrl + K to open search

• Start typing your search term

• Use arrow keys to navigate results

• Press Enter to open the selected item

Page Layouts

List Pages

Pages like Rentals, Equipment, and Customers show lists of items. Common features include:

• Search bar — Filter the list by typing

• Status tabs — Quick filters for different statuses

• Sort options — Click column headers to sort

• Create button — Add new items (top right)

Detail Pages

When you click on an item, you see its detail page with:

• Header — Key information and status

• Tabs — Organised sections (Overview, Items, History, etc.)

• Actions menu — Edit, delete, and other actions (top right)

• Activity timeline — History of changes and events

Mobile Navigation

CloudRent Pro works on tablets and phones. On smaller screens:

• The sidebar collapses to a hamburger menu (☰)

• Tap the menu icon to reveal navigation

• Tables become scrollable or stack vertically

• Global search is accessible via the search icon

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Note: For the best experience on mobile devices, consider using the CloudRent Pro driver app for job-specific workflows.

Keyboard Shortcuts

Speed up your workflow with these keyboard shortcuts:

Shortcut	Action
Cmd/Ctrl + K	Open global search
Escape	Close modals and dialogs
Enter	Confirm actions in dialogs

Getting Help

Need assistance? You can access help from anywhere in CloudRent Pro:

• Help icon — Click the question mark icon in the top bar

• Context help — Look for info icons (ℹ️) next to fields for explanations

• Support — Contact us at support@cloudrent.me