The Rental Detail View is the primary workspace for managing a single booking. Everything related to a rental — status, payments, verifications, messaging, and more — is accessible from this page.
How to Access
- Click on any rental in the Rental List to open its detail view
Header Section
The top of the page shows:
- Status badge — Current status (Quote, Approved, Checked Out, etc.)
- Renter name — Click to view the contact detail
- Vehicle — Assigned vehicle with link to vehicle detail
- Dates — Pickup and dropoff dates/times
- Action buttons — Status transition buttons (Approve, Check Out, Check In, Complete, Void)
Tabs
The detail view has multiple tabs for different aspects of the rental:
| Tab | What It Contains |
|---|---|
| Details | Line items, pricing, addresses, dates, and rental notes |
| Verifications | Identity verification (Stripe Identity), insurance verification (Axle), and their status |
| Payments | Payment history, take payment, refunds, payment holds, card on file |
| Chat | Direct messaging with the renter |
| Tasks | Checklist items from your default rental tasks |
| Notes | Internal notes visible only to your team |
| History | Full audit trail of every action taken on this rental |
| Porter | Porter assignment, delivery/pickup status |
| Commissions | Commission records for this rental |
Quick Actions from the Detail View
- Edit line items — Add, remove, or modify charges
- Send agreement — Attach and send a rental agreement for signing
- Send verification links — Request identity or insurance verification
- Take payment — Charge the renter's card
- Assign porter — Dispatch a porter for delivery/pickup
- Change renter — Switch the booking to a different contact
- Change vehicle — Swap to a different vehicle
- Edit addresses — Update pickup or dropoff locations
Frequently Asked Questions
Can multiple team members view the same rental simultaneously?
Yes. Multiple team members can view and edit a rental at the same time. Changes are reflected in real-time.
Where do I see the total amount owed?
The balance and total are displayed in the header section and on the Details tab. The Payments tab shows a breakdown of what's been paid vs. outstanding.