Get started

Setup is quick and easy. We're here to help every step of the way!

Matthew James Finkel avatar
1 author17 articles

The basics

Dashboard, attachments, and other common things you’ll find throughout Current RMS

Matthew James Finkel avatar
1 author13 articles

Opportunities

The beginning and end of order process in Current RMS: inquiries, drafts, quotations, and orders.

Matthew James Finkel avatarCharlotte Price avatar
2 authors54 articles

Products

Your inventory: all of the gear that you rent or sell.

Matthew James Finkel avatar
1 author28 articles

Services and vehicles

Manage your labor & crew and transport & vehicles using Current RMS.

Matthew James Finkel avatar
1 author6 articles

Purchase orders

Create purchase orders for sub-rentals, sub-contract services, and freelance staff directly from an opportunity.

Matthew James Finkel avatarCharlotte Price avatar
2 authors11 articles

People & Organizations

A CRM designed for rental. Store all business contact information, as well as managing your customer and colleague interactions.

Matthew James Finkel avatar
1 author16 articles

Activities and calendars

Set reminders or to-dos for you or colleagues using activities, then use activities to see a full history of interaction with a customer or colleague.

Matthew James Finkel avatar
1 author16 articles

Discussions

Send and receive messages via email using Current RMS.

Matthew James Finkel avatar
1 author8 articles

Invoices & Credits

Current RMS makes it easy to get paid with a variety of invoicing options.

Matthew James Finkel avatar
1 author14 articles

Availability and resource planner

Find out about availability, where you can find it, and how Current handles shortages.

Matthew James Finkel avatar
1 author14 articles

Projects

Group multiple opportunities together and quote for them all at once using a project.

Matthew James Finkel avatar
1 author12 articles

Set up your system

What’s in System Setup? Learn how to set up your Current RMS system to suit your business.

Matthew James Finkel avatar
1 author29 articles

Integrations

Extend Current RMS by integrating with other apps and services. Find out more about our integrations with Xero, QuickBooks Online, Adobe Sign, MailChimp, and more.

Matthew James Finkel avatarCharlotte Price avatarVanessa Behrens avatar
3 authors42 articles

Troubleshooting and FAQs

Matthew James Finkel avatar
1 author25 articles

Import and export data

Create data en masse or bring data in from other solutions.

Matthew James Finkel avatar
1 author11 articles

Document layouts

Current provides a range of beautiful document layouts for all different stages of the rental cycle. Learn how to customize them here.

Matthew James Finkel avatar
1 author39 articles

Rental charging

In-depth overviews of the rental charging engines in Current RMS

Matthew James Finkel avatar
1 author17 articles

Companion App

Set up and troubleshoot the Current RMS Companion App.

Matthew James Finkel avatar
1 author4 articles

Advanced functionality

Matthew James Finkel avatar
1 author7 articles

Webhooks

More information about the webhooks available to Current RMS API users.

Matthew James Finkel avatar
1 author17 articles