Advice and answers from the Current RMS Team
Get started
Setup is quick and easy. We're here to help every step of the way!
The basics
Dashboard, attachments, and other common things you’ll find throughout Current RMS
Opportunities
The beginning and end of order process in Current RMS: inquiries, drafts, quotations, and orders.
Products
Your inventory: all of the gear that you rent or sell.
Services and vehicles
Manage your labor & crew and transport & vehicles using Current RMS.
Purchase orders
Create purchase orders for sub-rentals, sub-contract services, and freelance staff directly from an opportunity.
People & Organizations
A CRM designed for rental. Store all business contact information, as well as managing your customer and colleague interactions.
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.
Discussions
Send and receive messages via email using Current RMS.
Invoices & Credits
Current RMS makes it easy to get paid with a variety of invoicing options.
Availability and resource planner
Find out about availability, where you can find it, and how Current handles shortages.
Projects
Group multiple opportunities together and quote for them all at once using a project.
Set up your system
What’s in System Setup? Learn how to set up your Current RMS system to suit your business.
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.
Troubleshooting and FAQs
Import and export data
Create data en masse or bring data in from other solutions.
Document layouts
Current provides a range of beautiful document layouts for all different stages of the rental cycle. Learn how to customize them here.
Rental charging
In-depth overviews of the rental charging engines in Current RMS
Companion App
Set up and troubleshoot the Current RMS Companion App.
Advanced functionality
Webhooks
More information about the webhooks available to Current RMS API users.