Inside Sales in RentalOS lets third-party sales representatives earn commissions by managing rental leads from their mobile device. Sales reps use the Pocket Drives app in Commission Mode to view assigned leads, request and manage rental folios, communicate with the garage, and track their earnings — all from one place.

What Is an Inside Sales Rep?

An inside sales rep is a user who has been added to one or more organizations as an inside sales team member. They don't manage the fleet or run day-to-day operations — instead, they focus on converting leads into booked rentals and earning commissions on those conversions.

Inside sales reps are added by organization administrators. Once added, the rep can see that organization's leads in their mobile app.

How to Enable Commission Mode

Commission Mode is available in the Pocket Drives mobile app for eligible users. To qualify:

• Your account must be on a GT1 plan (or have commissions enabled by your organization)
• You must be flagged as having active commissions in at least one organization

To switch into Commission Mode:

1. Open the Pocket Drives app
2. Go to your Profile
3. Tap Switch to Commissions Mode
4. The app will reload into the commission dashboard

Your mode selection is saved automatically — the next time you open the app, it will start in whichever mode you last used.

Switching Between Organizations

If you are an inside sales rep for multiple organizations, you can switch between them from the commission dashboard:

1. On the Commission Home screen, tap the organization name in the header
2. A dropdown appears showing all organizations you're assigned to
3. Tap a different organization to switch
4. Your leads, commissions, and report data will refresh for the selected organization

Your selected organization is remembered between app sessions.

The Commission Dashboard

The main screen in Commission Mode has three tabs across the top:

Report

A performance snapshot showing your total earnings, paid vs. unpaid commissions, and lead statistics (total, open, converted). Use the period filters (7 days, 30 days, 90 days, 1 year) to adjust the time window.

Commissions

A detailed list of every commission you've earned, showing the rental, vehicle, amount, paid/unpaid status, and date. Filtered by the same period selector.

Leads

All leads assigned to you for the selected organization. Leads are organized into sub-tabs: All, Open, and Converted. Each lead card shows the contact name, vehicle, disposition, and whether a folio has been created. Tap any lead to view its details and take action.

The Inside Sales Workflow

Here's the typical flow for an inside sales rep:

1. An admin assigns a lead to you from the web app's Leads list
2. The lead appears in your Leads tab in the mobile app
3. You review the lead's contact info and request a folio
4. The system creates (or finds) a rental folio for that customer and vehicle
5. You can adjust dates on the folio while it's in Quoting status
6. You chat with the garage about pricing, availability, or any questions
7. Once the rental is approved and completed, your commission is recorded

Frequently Asked Questions

Q: Can I create leads myself from the mobile app?
A: No. Leads are created and assigned by organization administrators from the web app. You can only view and act on leads that have been assigned to you.

Q: Can I work with multiple organizations at the same time?
A: You can switch between organizations, but you view one organization's data at a time. Use the org selector in the header to switch.

Q: What happens if I exit Commission Mode?
A: You return to your previous mode (Host, Consignment, etc.). Your commission data is not lost — you can switch back at any time.