Rentals
Create a Rental Request
You can create a rental request in Nexsyis to generate and send to the Rental Company. Nexsyis supports rental requests with Enterprise and Hertz.
Related Documents
Click the “Rental Req” button on the Summary tab of the Customer Folder. Fill in the rental details on the Rental Request screen.
The Rental company information will automatically fill-in on the Folder Summary tab and the button will now read “Rental Req (1)”
Sending the Rental Request
If your company is using the Nexsyis/Enterprise ARMS integration or Hertz integration, no other steps are required. Nexsyis will automatically send the Rental Reservation Request to Enterprise or Hertz and, in the case of Enterprise, update the ARMS website.
Once the request has been accepted by the rental company, the request will be updated with the highlighted information below.
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If the Rental Request fails to be accepted, Nexsyis will notify you through the internal messanger. You should review the accuracy of the request and re-send.
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To manually print/e-mail the rental request to your rental company, open the print/e-mail screen and select Rental Request from the list of Folder Reports
Here is a sample of the Rental Reservation form:
If you do not want to create a Rental Request to send out, you can still record that the vehicle is in a rental manually by selecting the Company, Rental start date, and who is paying on the Folder Summary tab. Follow the instructions below.
Recording a Rental
Record a rental on the Summary tab of the Folder. Note: this just shows the Folder as being in a rental in Nexsyis. If you need to send the rental company a rental request, further steps are required. See the section above on "Create Rental Request".
If the customer will be using a rental vehicle, select the Company from the drop-down and the date the rental will begin. Select who is paying for the rental (Insurance, your Company, or Customer).
Display in In Process Grid
Columns can be added to the In Process Grid to show the Rental Company and payor. Based on who is paying for the rental, certain text will be bold:
