Home RentalOS: Managing Bookings How to Create a New Rental

How to Create a New Rental

Last updated on Jul 08, 2026

Creating a new rental is the starting point for every booking you make directly (not from Turo or Pocket Drives).

How to Create

  1. Go to the Rental List
  2. Click the + button in the toolbar (or click New Rental)
  3. The Create Rental modal opens

Required Fields

Field Description
Renter Select an existing contact or create a new one. Start typing to search by name, email, or phone.
Vehicle Select from your available fleet. Only vehicles not blocked during the requested dates appear.
Pickup Date When the renter picks up the vehicle (date and time picker)
Dropoff Date When the renter returns the vehicle (date and time picker)

Optional Fields

  • Pickup Address — Where the vehicle will be picked up
  • Dropoff Address — Where the vehicle will be returned
  • Notes — Internal notes about this booking

What Happens After Creation

The rental is created in Quote status. From here you can:

  1. Add line items — Daily rate, fees, insurance, discounts
  2. Send the renter an agreement to sign
  3. Request verifications — Identity (Stripe) and insurance (Axle)
  4. Approve the booking to move it from Quote to Approved
  5. Collect payment — Add a card on file and take payment

Rental Lifecycle Overview

A rental flows through these statuses:

Quote → Approved → Checked Out → Checked In → Completed

At any point, a rental can also be Voided (cancelled).

Frequently Asked Questions

Can I create a rental without a vehicle?
No. A vehicle must be assigned at creation. If you're not sure which vehicle, create the rental with a placeholder and change it later using the Switch Vehicle feature.

Does creating a rental automatically block the vehicle?
Yes. Once created, the vehicle is blocked for the selected dates on the fleet timeline and calendar. Other rentals cannot be booked for those dates unless you void or change this one.