PocketOS Help Center
Search for the articles here or browse the categories below.
Learn the basics of PocketOS and get your garage set up.
How to Switch Between Organizations
The Onboarding Checklist
Understanding PocketOS Modules
Navigating the PocketOS Dashboard
What is PocketOS?
Configure your rental operation — porters, tasks, pricing, insurance, and more.
Enabling Instant Booking & Verification Requirements
Configuring Bonzah Insurance for Rentals
Setting Your Porter Rate, Default Address & Fuel Cost
Rental Messaging, Notification Forwarding & Review Settings
Pocket Drives Delivery Settings
Set up membership plans, rooms, credits, door access, and club configuration.
ClubOS Messaging Forwarding Toggles
Room Detail Settings & Gallery
Creating & Configuring Rooms
Managing Your Membership Network
Creating a Membership Plan
Profile, team management, agreement templates, connections, and platform-wide configuration.
Configuring AI Daily Snapshots & Cloud Agents
Connecting Turo, Telegram & Discord
Connecting Mercury Banking
TurboRank SEO Settings
Showroom & Custom Website Settings
Create, approve, check in, check out, complete, and manage every aspect of your rental bookings.
Using Rental Chat & Messaging
Assigning Staff to a Rental
Switching the Vehicle on a Booking
Changing the Renter Contact on a Booking
How to Reopen a Voided or Completed Rental
Take payments, issue refunds, manage holds, and track rental revenue.
Understanding Rental Stats & Revenue Charts
Generating a Profit & Loss PDF
Updating a Renter's Card on File
Issuing a Refund
Releasing a Payment Hold
Manage your rental fleet — availability blocks, pricing, owners, and timeline views.
Using the Fleet Timeline & Gantt Views
Recording Owner Payouts
Adding & Removing Vehicle Owners (Consignment)
Applying Rental Pricing Presets
Editing Rental Pricing on a Vehicle
Coordinate vehicle deliveries and pickups with your porter team.
Using the Check-In/Check-Out Grid
Porter Calendar Subscription
Logging Porter Expenses
Claiming & Completing Porter Jobs
The Porter Dashboard (Jobs, Earnings & Expenses)
Track rental leads, manage sales commissions, and monitor consignment vehicle performance.
Editing Lead Status, Disposition & Assignment
Inside Sales Report & Commission Tracking (Mobile)
Chatting with the Garage About a Folio (Inside Sales)
Requesting and Viewing a Rental Folio (Inside Sales)
Assigning Leads to Inside Sales Reps (Admin)
Manage memberships, credits, room bookings, events, updates, and member directory.
Creating & Managing Updates (Feed, Reactions & SMS)
Member Directory & Featured Members
Booking Rooms & Rentals with Credits
Changing a Member's Payment Method
Purchasing & Adjusting Member Credits
List vehicles for auction, manage the approval process, and run live auctions.
Auction Results — Sold, Unsold & Delisted
The Live Auction Experience (Bidding, Comments & Livestream)
Auction Verification & Submission (Phases 2-6)
Creating a New Auction (Phases 0-1)
Browsing Open & Upcoming Auctions
Manage your vehicle inventory, contacts, events, room reservations, and reporting.
Managing Reviews
Reports Overview (Payouts, Payments, Sales Tax & QuickBooks)
Events List & Event Detail
Room Reservations List
Contact Detail (Billing, Invoices, Agreements & More)