Why Manage Customers?
Every rental starts with a customer. Rentablez keeps all your customer information — contact details, addresses, tax IDs, documents, risk profiles, and rental history — in one place, so your team always has the full picture before confirming a booking.
Why It Matters
A well-kept customer record does more than store a phone number:
- Faster bookings — saved addresses and tax details pre-fill onto every order and invoice.
- Fewer mistakes — risk badges and missing-info warnings surface before you commit stock.
- One history — orders, payments, documents, and (where enabled) wallet balance all live on one profile.
The Customer List
Open Customers to see everyone you rent to. Each row shows the customer name, email, mobile number, risk profile, and whether the account is active or inactive. Search by name, email, or mobile, and use the filter panel to narrow by status, customer type, or location. Click any row to open the profile.
Individual, Company, or Your Own Types
Rentablez ships with standard customer types and lets your organization add its own. So instead of only “Individual” or “Company”, you might have types like Retail, Corporate, or 3PL Partner — whatever fits your business.
You pick the type when creating a customer, and it shows as a badge on the profile. Some types unlock extra sections; for example, a 3PL type adds Client IDs and Rider Account tabs for managing end clients and delivery-partner payouts.
Customer types are configured by an admin in Settings. If you don’t see the type you need, ask your administrator to add it.
At a Glance — Risk Profiles
Each customer can carry a risk label based on payment history or your own judgement. Rentablez shows it as a color-coded badge on the list so your team spots it before confirming a booking.
- Good — reliable, no concerns
- Low — minor notes, generally trustworthy
- Medium — exercise caution, review history
- High — flag for manager approval before booking
- Barred — do not rent to this customer
Active or Inactive?
An Active customer can place new orders. Mark a customer Inactive to block new bookings without deleting their history — existing orders are not affected, and you can reactivate them at any time.
One Profile, Many Addresses
Each customer can hold multiple saved addresses — office, warehouse, event venue, home. Use the address autocomplete to enter them quickly, then set a default billing and a default shipping address (marked with a star) so orders pre-fill correctly every time.
You cannot delete an address that is set as a default. Assign the default to another address first, then remove the old one.
More on the Profile
Beyond contacts and addresses, a customer profile organizes everything you track into tabs:
| Section | What it holds |
|---|---|
| Overview | Risk profile, status, tax preference, discount, notes, and other core settings |
| Address | All saved addresses with default billing and shipping |
| Documents | Uploaded ID and business documents (PAN, GST certificate, driver’s license, and more) |
| Wallet | Prepaid balance and full transaction ledger — shown only when wallet is enabled |
| Additional Details | Any custom fields your organization has configured |
Some sections are gated:
- Wallet appears only when your organization has the wallet feature enabled and you have wallet permission.
- Aadhaar eKYC verification appears only when your subscription includes the eKYC feature; otherwise you’ll see an upgrade prompt.
- Client IDs and Rider Account appear only for 3PL customer types.
See How to Manage Customers? for a walkthrough of each tab.
Bring Data In and Out
If you’re switching to Rentablez from another system, use Bulk Upload to import all your existing customers at once from Excel or CSV — download the template, fill it in, map the columns, and review the validation preview before importing. You can also Export your customer list to Excel for a chosen date range whenever you need it.
See How to Bulk Upload Customers? for step-by-step instructions.
Let Customers Help Themselves
You can invite a customer to the Self-Service Portal, where they log in to view active orders, track live deliveries, and manage their own wallet top-ups. See How to Invite a Customer to the Portal?.
You’re All Set!
Your customer list is the starting point for every rental relationship. Manage existing customers to update details and addresses, or jump straight to Enquiries to start taking requests from someone new.