Application Settings
Settings is the control center for your Rentablez workspace. From one place you tailor how the whole app behaves — your company details, who on your team can do what, how invoices are numbered and taxed, which channels you connect, and how orders are fulfilled. Configure it once and every order, invoice, and user across your business follows the same rules.
To open it, click Settings in the main navigation. The page opens with a grouped sidebar on the left; pick a group to expand it, then choose a sub-page to edit.
Who can change settings? Viewing settings is open to your team, but saving changes requires the Settings: Manage permission (
settings.write). If a save button is missing or disabled, ask an administrator to grant you that permission. See Configuring Roles & Permissions.
How Settings Is Organized
The sidebar groups related settings so you can find them quickly. Some groups only appear if your subscription plan includes that feature:
| Group | What you configure |
|---|---|
| Organization | Company details, branches, date & time, terminology, locations, vendors, storage |
| Users & Access | Team members, roles, ground staff and their roles |
| Inventory Setup | Item categories, tags, units of measure, stock adjustments, service & warranty types |
| Inspection | Inspection templates and category mapping |
| Financial Settings | Tax, bank accounts, payment methods, charges, deposits, receivables, expense categories |
| Customer Settings | Customer types, discount limits, risk scoring |
| Webstore | Your online storefront (plan-gated) |
| Stores & Parts | Consumable store categories, UOMs, and locations (plan-gated) |
| Documents & Templates | Invoice templates, numbering, terms & conditions, signatures (plan-gated) |
| Integrations | Third-party apps, AI, messaging channels, automation, custom functions |
| Operations | Default fulfillment mode for pickups and deliveries |
Plan-gated groups. Webstore, Stores & Parts, and Documents & Templates only show up when your plan includes those features. If you expect a group and don’t see it, check your subscription or contact support.
Because the app’s single Settings hub spans many areas, this documentation splits the details across a few sections. Use the links below to jump straight to the right guide.
Organization
Your company identity and where you operate.
- Organization Details — company name, logo, and address.
- Date & Time — timezone and date format preferences.
- Locations — warehouses, stores, and branches.
- Customizing Terminology — rename core entities (customer, lease, invoice, and more) so the app speaks your business’s language across menus.
- Vendors and Storage are also managed here for tracking suppliers and where items are kept.
Users & Access
Control who can log in and what they can do.
- Managing Users — add team members, set roles, reset passwords, and activate or deactivate accounts.
- Configuring Roles & Permissions — define access levels with per-module View/Manage permissions.
- Managing Ground Staff — register your field team of drivers, warehouse operators, and technicians.
- Managing Ground Staff Roles — define the role categories your ground staff are assigned to.
Inventory Setup
Organize how your items are categorized and counted.
- Item Categories — group assets logically (e.g. Cameras, Lighting, Audio).
- Item Tags — tags for faster searching and filtering.
- Units of Measure (UOM) — how items are counted (Each, Kg, Meter, Box).
- Stock Adjustments — reasons for manual stock corrections.
- Service Types and Warranty Types are also defined here for maintenance and warranty tracking.
Financial Settings
Everything that shapes your billing and money flow.
- Tax Configuration — set up tax rates (GST, VAT, and more).
- Bank Accounts — bank details shown on invoices.
- Payment Methods — accepted payment modes (Cash, Card, Bank Transfer).
- Security Deposits — default deposit rules for rentals.
- Customer Discount — the maximum discount percentage allowed on customers.
- Receivables Settings — how outstanding balances and collections behave.
Tax Registrations, Tax Billing, Charge Categories, Expense Categories, Invoice Settings (lease invoicing mode), and Depreciation Defaults are also managed in this group.
Customer Settings
Fine-tune how customers are classified and assessed.
- Configuring Customer Types — segment customers into types for pricing and reporting.
- Customer Risk Scoring — flag risky customers based on your criteria.
- Customer Discount — the maximum discount limit for customers.
Documents & Templates
Control how your invoices and documents look and are numbered. This group is plan-gated.
- Invoice PDF Templates — preview and select templates for invoices and proformas.
- Setting Up Invoice Numbering — define the numbering format for your invoices.
- Terms & Conditions — manage default terms for invoices and documents.
- Signature Settings — upload or draw a default signature.
- Invoice Column Templates let you tailor the line-item columns shown on standalone and quick invoices.
Webstore
- Webstore Settings — enable your online storefront, set a custom URL, add social links, and pick a template. This group is plan-gated.
Integrations
Connect Rentablez with the other tools your business uses.
- Connecting Third-party Apps (Zoho Books) — sync accounting with Zoho Books.
- Connecting Messaging Channels (WhatsApp/Meta) — link your WhatsApp and Meta chat connections.
- Invoice Automation & WA Credits — send invoices automatically over WhatsApp and track your messaging credits.
- AI Integrations (MCP & Claude) — connect AI assistants to your rental data. See also Connecting AI with MCP.
- Custom Functions — advanced automations for teams that want to script custom behavior.
Operations
- Operations Settings — set the default fulfillment mode (Delivery vs Self-Pickup), which each order can still override.