Once you’ve completed your initial onboarding and gone live, it’s time to unlock more of TapGoods’ advanced features. These tools help streamline operations, manage finances, and scale your rental business.
(Note*: Some features may only be available on higher-tier plans — check your subscription for availability.)
Table of Contents
Dashboard
Keep a clear pulse on your business.
- Picklist Manager: Monitor and track picklists in progress, ensuring accuracy from warehouse to delivery.
Orders
Build flexibility into how you handle rentals and billing.
- Subrentals: Add subrental orders directly to projects when you need extra gear from other vendors.
- Events: Organize multi-day orders under a single event for smoother management.
- Cycle Billing: Automate recurring invoices for long-term rentals. Great for monthly or weekly billing structures.
Inventory
Track and keep your gear in top shape with our advanced inventory offerings.
- Scheduled Maintenance: Automate maintenance reminders to extend equipment life and ensure compliance.
- Work Orders: Create and assign service tickets for damaged or returning items needing attention.
- Purchase Orders: Streamline ordering new gear from suppliers and track receipt into inventory.
Contacts
Explore more advanced offering on how to manage your customers and their needs.
- Company Credit Limits: Set and enforce credit limits per company to control exposure.
Operations
Run a smooth warehouse and delivery process.
- Routing: Optimize delivery routes to save time.
- Picklist Manager: Monitor and track picklists in progress, ensuring accuracy from warehouse to delivery. (this is a repeat from Dashboard)
- Availability Calendar: Mark specific dates on the calendar such as holidays, delivery days, customer pickup days, and adjust business hours on specific days.
Admin
Unlock advanced business controls and reporting.
- Proposals: Send branded, customizable proposals to win more business before turning them into live orders.
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Dynamic Pricing: Automate pricing adjustments based on demand, seasonality, or order length. (need article) https://tapgoods.zendesk.com/hc/en-us/articles/36652959651476-Pricing-Settings-in-TapGoods-PRO
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Open API: Connect TapGoods to other platforms like accounting, CRM, or marketing tools.
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General Ledger: Map transactions into your accounting structure.
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Multi-Location Management: Share inventory and reporting across multiple stores or warehouses.
Storefront: Covered in its own dedicated guide — make your rentals bookable online, with branding and customer flow customization. (Make new article to nest here) (include wordpress)