Tips, Tricks, and Best Practices

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Tips, Tricks, and Best Practices

Email Multiple Customer Sales Records In One Email

Sales records can be emailed out as individual emails, however occasionally you may prefer to email multiple Quotes in the one email for example. Although it is not directly possible to email a selec…

Updated 1 year ago by Shayne Cooper

Codes in HirePOS

Best practise for all code fields in HirePOS is to stick to letters and numbers. Avoid using symbols other than hyphens and underscores. (A-Z, a-z, 0-9, _ -). There are many "Code" fields in HirePOS,…

Updated 1 year ago by Brad mills

Recommended General Hire Process

Although the Hire Process can vary depending on your industry there are certain things that are common across all hire industries, and a general process can be followed. Not all steps shown here are…

Updated 1 year ago by Brad mills

HirePOS Calendar iCal Feed (Google, Microsoft, Apple and more)

HirePOS lets you subscribe to your HirePOS calendar using your Google Calendar via iCal. This is a great way to be able to view a very general overview of your day/week on your phone or computer with…

Updated 2 years ago by Tim

Sent Email History & BCCs

HirePOS keeps a record of when invoices and sales records have been sent. For example: On the invoice screen, toward the lower left corner, under the Comments section, there is a History button that…

Updated 2 years ago by Tim

Draft/Approved

Invoices can optionally be assumed as 'Draft' and marked as 'Approved' by an Admin user once they are checked over. This avoids sending unapproved invoices out after end of month, and exporting them…

Updated 2 years ago by HirePOS

Vehicle Registration Reminders

You can enter the registration expiry date for each of your vehicles in the item setup, and a 'Rego Due' reminder will appear on the reminders list on the main screen when due. You can also lookup ve…

Updated 2 years ago by HirePOS

The "Booked To" (Estimated Return) Date

To maximise your hire equipment utilisation, it is important to set the Booked To date on your Booking/Invoices as accurately as possible. There will typically be two scenarios. The customer advises…

Updated 2 years ago by Shayne Cooper

Extending TBA Contracts

After the end of month, you will likely extend your hires via the EOM Rollover process, which closes off the previous month's Invoice and creates a new On Hire Invoice for the current month. The EOM…

Updated 2 years ago by Shayne Cooper

Create a Rounding Item in HirePOS

This article is written with specifics relating to the use of the Xero accounting exporter. However, the general process will work the same for users of MYOB, Quickbooks, or HirePOS Premium. It it ma…

Updated 2 years ago by Tim

Attaching the same PDF to every email

Rather than physically attaching the same PDF file (for example company flyers or terms and conditions) to every email that you send, we recommend uploading the PDF file to a subfolder on your websit…

Updated 2 years ago by Shayne Cooper