Completing Your Setup (Onboarding Wizard)
The first time you land on your dashboard after creating an account, Rentablez shows a short Complete Your Setup window. It captures your business address and a few details about your company so the rest of the app — quotes, invoices, documents, and defaults — is tailored to you right away. It takes under a minute, and you only do it once.
Why This Step Matters
Rentablez uses what you enter here to personalize your workspace:
- Your business address appears on the documents you send, like quotes and invoices.
- Your industry helps Rentablez set sensible defaults for your account.
- Your company profile (when you started, size, revenue band) helps us tailor guidance to a business your size.
The setup window is required. It opens automatically and cannot be closed, skipped, or dismissed by clicking outside — you finish it before you can use the dashboard. This is by design, so your account is never left half-configured.
When It Appears
You will see Complete Your Setup the first time you open your dashboard after signing up. Once you finish it, it never shows again on that workspace.
If you signed up on a workspace that already had an address on file, Rentablez treats setup as done and takes you straight to the dashboard — you won’t see the window at all.
Step: Business Info
The window opens on the Business Info step, titled “Tell us about your business to personalize your experience.” Fill in the fields below.
1. Business Address
Start typing your address in the Business Address field and pick your business from the suggestions that appear. Rentablez fills in the rest of the address for you:
- City
- State
- Pincode
- Country
Country is locked. It is set from the country you chose when you created your account, so you can’t change it here. If it’s wrong, finish setup and correct your country later in Settings.
You can hand-edit City, State, and Pincode after selecting an address if the autocomplete didn’t get them exactly right.
2. Company Details
Below the address, tell us a little about your company. These fields are required:
| Field | What to pick |
|---|---|
| Industry | Search and select the industry that best matches your rental business. |
| Business Started | The year you started your business. |
| Annual Revenue | The revenue band that fits your business. Amounts are shown in your account’s currency. |
| Number of Employees | The size band that fits your team. |
Industry is a searchable dropdown — start typing to filter the list, then click your match.
3. Continue
When every required field is filled, click Continue. Rentablez saves your details and drops you onto your dashboard, ready to use.
If a required field is missing, the window highlights it and won’t let you continue until it’s filled in.
What Happens Next
After you click Continue, your workspace is fully set up and you’re taken to your dashboard. From here you can start adding assets, customers, and orders.
Prefer to explore with example records first? Rentablez can populate your workspace with sample assets, orders, and customers so you can try features before entering real data. See Adding & Removing Sample Data.
Changing These Details Later
Nothing you enter here is locked in. You can update your address, contact details, and other company information any time from Settings — see How to add company information?. You can also rename the things Rentablez calls “assets,” “orders,” and more to match how your business talks; see Terminology.