ReferenceSettings & administration

Rentals

Open Settings → Rentals in Thermal →

What it's for

Rentals is the on/off switch and shared defaults for the Rentals & Leasing module — Fleet, leases, contractor rentals, and reservations. It sits next to two more specific screens this page links out to: return charge types and rate cards.

Reach it from Settings → Rentals in the sidebar, at /settings/rentals.

Tabs

This screen has no tabs. Two sections: Rentals module defaults, and rental movement billing.

Panels and controls

Enable Rentals & Leasing

A toggle that shows or hides Fleet, leases, contractor rentals, and reservations for your org. Off means those surfaces don't appear at all.

Default yard branch

Pre-fills the return-to location on new retail rentals — pick the branch where units are picked up and refurbished. Leaving it "Not set" means every new rental starts with no return branch pre-filled.

Below the dropdown, two pointers to related screens: whether a signature is required before a rental or lease agreement can be deployed is managed under Settings → Signatures, not here, and rate defaults, shift-meter overage, and consumable charge types are set on the rate rule pricing each asset class, reachable via Rate cards & metering. A Manage return charge types button links to the dedicated screen for that.

Rental movement billing

Default customer charges applied to the single delivery, pickup, or swap work order: Transport charge (added once per truck roll), Install labour (added on delivery and swap), and De-install labour (added on pickup and swap). Leaving any of these at zero leaves that line off the work order entirely — it isn't shown as a $0.00 line item.

Save changes submits both sections together.

What it accepts

FieldFormatRequiredRule
Enable Rentals & LeasingOn or offNoDefaults to off
Default yard branchPick a branchNo"Select a live branch for the default yard." if the selected branch no longer exists or is inactive
Transport charge ($)Dollars, 0 or moreNo"Rental movement charges must be non-negative dollar amounts."
Install labour ($)Dollars, 0 or moreNoSame rule as above
De-install labour ($)Dollars, 0 or moreNoSame rule as above

How to configure it

  • Turning on Enable Rentals & Leasing is what makes Fleet, leases, contractor rentals, and reservations show up in navigation at all — this screen is the gate for the whole module.
  • Default yard branch only pre-fills a value on new rentals; it doesn't restrict which branch a rental can actually return to.
  • Rental movement billing amounts appear automatically on the delivery, pickup, or swap work order Thermal generates — change them here rather than editing each work order by hand.
  • Signature requirements for rental and lease agreements live on Signatures, not here — rental and lease agreements require a signature out of the box on that screen and issuing is blocked until it's signed.
  • Rate defaults and consumable charge types live on the rate rule pricing each asset class, and return-charge defaults live on Return charge types.

Who can see it

  • Owners and office managers can open Settings → Rentals and change every field on it.
  • Dispatchers and technicians cannot reach Settings at all.

The full role matrix is on Roles & permissions.

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