Onboarding & Going Live with HirePOS

Schedule your onboarding session at book.hirepos.com.

Select “Existing Customer Support” and choose a suitable time.

Before your session, complete the Setup Assistant to configure your system.

Go to the Home screen and select the Setup Assistant tile (magic wand icon).

Watch the intro video, review notes, and click Get Started.

Enter business info, contact details, timezone, banking, and logo.
Review enabled modules (e.g. Maintenance for servicing, compliance, and scheduling).

Add team members and assign roles (Admin, General, Delivery/Pickup).

Create your hire items and categories.
Accurate setup ensures clear quotes, bookings, and invoices.
Supports CSV import.

Define how items are charged (e.g. daily, weekly).

Set hire rates based on selling units.
Supports CSV import.

Add customers, contact details, and trading terms.
Used for quotes, bookings, invoices, and payments.
Supports CSV import.

Add suppliers, transport providers, and drivers for logistics and cost tracking.
Supports CSV import.

Set up accounts for payments, receipts, and reporting.

Define terms such as Cash Only, 7 Days, or 30 Days EOM.

Customise templates for quotes, bookings, and invoices.

All onboarding sessions must be completed via book.hirepos.com before going live.

Once your setup and onboarding are finalised, your system is ready for live use.

If switching from another platform, refer to the Changing Over From Another System help guide for additional steps and best practices.