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    Professional and up4 min read4 steps

    Loaners and Rentals

    If you put customers in loaner or rental vehicles, this is where you track the fleet, who has what, and the signed agreement. Available on Professional and up.

    1. Step 1
      1

      Open Loaners

      Click Loaners in the left rail. You see your fleet and active rentals, with days-out and overdue flags so nothing slips.

      app.claimory.io/loaners
      The Claimory fleet screen, tracking loaner vehicles, which customer has each one and when it is due back.
    2. Step 2
      2

      Add fleet vehicles

      Click New Rental, then Fleet Vehicle, to put a loaner or rental car on the books. Claimory takes the vehicle, its registration and its service schedule in three steps, and clicking a fleet card later reopens it for edits.

      app.claimory.io/loaners
      The Add Fleet Vehicle dialog in Claimory, putting a loaner car onto the shop's fleet by year, make, model and nickname, ahead of its registration and service details.
    3. Step 3
      3

      Start a rental

      Use the rental wizard to put a customer in a vehicle. You can check in, reopen, or edit a rental as the situation changes.

      app.claimory.io/loaners
      The New Rental wizard with steps for vehicle, renter info, dates and pricing, and agreement signing.
    4. Step 4
      4

      Get the agreement signed

      Generate a rental agreement and have the customer e-sign it on a secure link. Fleet alerts flag overdue returns so you stay on top of exposure.

    Good to know

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