RENTAL CAR MANAGER How to use HELP (In screen display order)
How to How to use log into the RCM System Enter your Login and user Password.
Main RCM entry screen Starting point How to use General Overview The start screen and a brief overview.
 
Using your system for daily business / use the Reservations Icon
Sub Tab Reservations
How to use the Reservation Sheet The reservation sheet allows you an overview of your entire vehicle fleet and booking status.
How to use Quick Reservation Quick reservation allows you to make a quick reservation whilst talking to your client.
How to use Reservation Enquiry and Update Allows you to enquire and update reservations by name and booking number.
How to use Quick Reservation by Vehicle Allows you to make a quick reservation by vehicle.
How to use the Day Sheet The day sheet allows you to look at your bookings for the current day by hour.
How to use Quick Quote Quick quote allows you to give a potential client a quote immediately.
How to use New Unallocated Reservation Lists unallocated reservations in the system waiting to be allocated.
How to use Allocate Reservation Allows you to allocate a reservation to a vehicle.
How to use New Quotation This allows you to enter a new quotation email or retain for later conversion to an Unallocated booking.
How to use Release Quotation Having made or received a quote you can release it and turn it in to an unallocated booking.
How to use Customer Maintenance Allows you to maintain client information names, addresses, emails and telephone numbers.
How to use Infringement Processing Allows you to process and manage infringement notices.
How to use Cash Receipts This allows you to enter cash receipts, reopen and update payments on closed contracts.
How to use Print Blank Contract Allows you to print a blank contract should you need to deliver a vehicle off site.
How to use Quick update Vehicle Status Allows quick update of the vehicle status, if cleaned, fuel, mileage and location.
How to use Change Vehicle Allows you to change a vehicle for a reservation.
 
Using your system to understand your business / use the Reports Icon
Sub Tab Daily Activity Reports
How to use Vehicle Activity Report The vehicle activity reports shows vehicles pickups and drop off in a date range and by a location.
How to use Vehicle Availability Report Vehicle availability by location, category, date and time.
How to use Vehicle Overdue Report Missing vehicle report by location, date and time.
How to use Vehicle Daily Receipts The Daily receipts itemised by date and location.
How to use Daily Reservation Revenue Schedule Listing of the daily reservation revenue by location and date.
How to use Reservations Due Closed Report List transactions by location and date that have outstanding balances or are still open.
How to use Vehicle Status Report Lists vehicles by location, whether available or not, category and model.
How to use New Booking Report New Bookings made itemised by date and locations.
How to use Operator Entry Report New booking operator entry report by location and date range.
How to use Booking Status Report Lists bookings, and their status by location and date.
How to use Future Rental Report Shows future rentals by location and date range includes unallocated bookings but not non revenue bookings.
How to use Vehicle Maintenance Report Vehicle Maintenance report listed by date and location.
How to use Missing Mileage / KM Report Listing of vehicles in and out mileage and missing mileage or kilometres.
How to use Reservations Log Report Lists reservations by operator, location and date booked.
How to use View Notes Lists notes placed on a reservation by location and date range.
How to use Vehicle Extra Items Report Listing of extra items out or going out by date and location.
How to use Change Vehicle Report Lists vehicle changes by operator registration and kilometres.
Sub Tab Monthly Financial Reports
How to use GL Posting Report
How to use Operating Control Report Report by Location and date range shows category, registration, rental days and revenue.
How to use Receipts Audit Report
How to use Monthly Receipts Report Report by location, type and order, date range, receipt amount and type e.g. credit card, cash etc.
How to use Agencies Commission Report Lists Agencies Commission reports based on location, region and date range.
How to use Referrals Commission Report Report by location date range, referring party, lists client and commission details.
How to use Monthly Utilization Report Report by location, category lists utilization rates and percentages.
How to use Booking Revenue By Source Report Report by location date range, revenue source, no of contracts, total revenue.
How to use Invoice Detail Report Lists Invoice Detailed report based on location and date range.
How to use Account Due Report Report by location, date range, report type list accounts due.
How to use Daily Hire age and Fees Report Report by location and date range shows hire age and fees by item.
Sub Tab Hire and Sales Reports
How to use Hire age By Category Report Report by location, date range, vehicle category, days hired, revenue and extra fees.
How to use Sales By Category Report Report by location, date range, category, number of contracts, hire days and revenue.
How to use Sales By Source Report Report by location, date range, source, number of contracts, hired days and revenue.
How to use Sales By Country Report Report by country including number of contracts and revenue earned.
How to use Sales By Agent Report Report by location, date range, agency, branch, contracts and revenue.
How to use Hireage By Location Report
How to use Location Ins and Outs Report Report by location, date range, lists ins and outs and average rental duration.
How to use Quotation Conversions Report Report lists number of quotes, booking conversion rates and revenue.
How to use Forward Bookings Report Report by location, date range, category, number of bookings, duration and revenue.
How to use Number of Days Rented Report
How to use Forecast Monthly Earnings Report
Sub Tab Other Reports
How to use Birthday Report Report shows clients date of birth, address, country and vehicle pickup date.
How to use Customer Sales Report
How to use Customer Age Breakdown Report
How to use Customer List Report Report lists by location and date range customer name, email address.
 
Setting up and maintaining your vehicle fleet / use the Vehicle Maintenance Icon
Sub Tab Vehicle Maintenance
How to use Vehicle Categories Setting up the Categories of Vehicles you use.
How to use Vehicle Type Allows you to enter vehicle types e.g. hatch, sports sedan car etc.
How to use Vehicle Make Allows update vehicle make e.g. Ford, Toyota etc.
How to use Vehicle Model Allows update and maintenance of vehicle models e.g. Fiesta, Corolla etc.
How to use Vehicle Update Lists your vehicle fleet and allows you to update vehicle particular information. Category, model, type registration etc.
How to use Update Vehicle Current Location Allows update of vehicle location by registration number.
How to use Registration / Inspection Allows update and management of vehicle registrations.
How to use Fleet Manager Allows maintenance and service control of vehicle fleet by location, category, registration.
How to use Service Reports Lists location, date range or registration service history.
How to use Damage Management Allows you to maintain records on vehicle damage.
How to use Vehicle Maintenance Cost report Allows maintenance and update of vehicle maintenance costs.
How to use Dealers Lists and maintains Dealer contact information.
How to use Finance Company Allows maintenance of contact details for finance Companies.
 
Setting up your system to start / use the System Setup Icon Setting up your RCM system to start operating.
Sub Tab System Setup
Enter Company Information Enter your businesses general Company information.
How to use State Allows State or county specific tax information.
How to use Branch Locations Enter the location of the branches that you operate from.
How to use User Logins Allows you to enter user logins and codes and access levels.
Allows you to enter Contract Agreement Information Allows entry of Contract Agreement information e.g. Terms and Conditions. Contract Agreement Complete
How to use Email Confirmation When you send a Booking Confirmation this is the email wording. Email Confirmation
How to use Invoice Text Allows you to enter the text that will appear on your invoice.
How to use Quotation Text Allows you to enter the text that will appear on quotations to clients.
How to use Seasons Entering the Seasons that you operate with e.g. High and Low Season. Seasons Complete
How to use Rate Structure This is how you bill e.g. Weekend, Daily, Weekly.
How to use Rates These are the vehicle rate amounts Daily, Weekly etc.
How to use Rate Discounts Allows entry of Rate Discount for repeat customers or promotions.
How to use Extra Fees These are charges for things like baby seats, roof racks etc. Extra Fees
How to use Payment Type This is the manner you take payment e.g. cash, Credit card etc.
How to use Tender Type The card type e.g. Visa, MasterCard etc.
How to use Free Miles per day Allows entry of free miles before charges start to apply and also enter the rates for additional mileage.
How to use Areas of Use ?
How to use Rental Source This is the way you received the booking e.g. Phone, Walk-in, Online.
How to use Referrals This allows you to enter the details and commission rates for people who refer you business.
How to use Agencies Allows the entry of Agency details, codes and rates etc.
How to use Reservation Sheet Defaults This controls the width or date range viewed on screen e.g. 3 days before today, 10 days after. Reservation Defaults
How to use Broadcast Message ?
How to use Reservation cancellation reason Allows you to enter the reasons that clients use for cancelling their booking/reservation.
How to use System Parameters Allows change and update of System Parameters.
 
Setting up your system to work with your website / use the Website Interface Icon
Sub Tab Website Interface
How to use Web Locations Allows entry of Website locations and parameters, office hours, minimum booking days etc.
How to use Web Relocation Allows entry of Website relocation fees e.g. charges for vehicles dropped off at other than the pickup location.
How to use Web Vehicle Categories Allows entry of specific Web Vehicle Categories; you may not wish all vehicle categories to be available to be booked online.
How to use Web Kms Per Day Allows entry of Free mileage or Kilometres per day and charges for extra mileage or Kilometres.
How to use Web Extra Fees Allows entry of Website Extra Fees and Insurance options.
How to use Web Rate Discount Allows Web Rate Discounts to be entered e.g. Online booking discount.
How to use Free Day Special Allows entry of the parameters for Free rental days on your website.
How to use Web Log Report Allows you to look at the Web Log transactions by location and date range.
 
Setting up your system to work with agents / use the Agent Direct Icon
Sub Tab Agent Direct Setup
How to use Agent Direct Log Ins Allows entry of Agent information and login codes so Agents can make booking directly into your RCM system.
How to use Agent Direct Locations Allows entry of the locations that Agents can book vehicles.
How to use Agent Direct Categories Allows entry of the specific vehicle Categories that Agents can book online.
How to use Agent Direct Extra Fees Allows entry of Agent extra fees that can be booked e.g. Baby or Booster seats.
How to use Agent Direct Insurance Allows entry of insurance options available to the Agents booking online.
How to use Agent Direct Relocation Rules Allows entry of minimum days required for Agent vehicle relocation e.g. number of days to allow to return a vehicle to its pickup location before rebooking.
How to use Agent Direct Bookings Allows you to see Agent booking by location and date range.