Rental customer onboarding

Give customers one clear path from inquiry to ready-to-deliver.

Rivet turns the handoffs after a new inquiry into one guided Rental Setup experience while keeping your team in control of approvals and exceptions.

What connects

Keep the information and the work in the same story.

Connection 01

Configurable requirements

Choose the customer details, product requirements, documents, acknowledgements, and evidence your operation needs.

Connection 02

Agreement workflow

Prepare, send, sign, and retain agreement records with the rental package they support.

Connection 03

Customer self-service

Give the renter a focused public path for information, signatures, supported payments, and delivery requests.

How it works

A connected path with clear control points.

Each stage preserves the customer, rental, tenant, and operating context needed by the next one.

  1. 1

    Capture the inquiry

    Keep the customer, contact information, requested product, source, and follow-up state in one lead record.

  2. 2

    Send Rental Setup

    Create a tenant-branded setup path with the requirements configured for that company and product.

  3. 3

    Collect the required actions

    Guide the customer through details, documents, payment, evidence, and scheduling steps that apply.

  4. 4

    Review and activate

    Show staff the remaining blockers, retain the completed records, and activate the rental when it is operationally ready.

Operational outcomes

Make the next action easier to see.

01

Less chasing

Customers can complete routine steps without a staff member manually rebuilding the same checklist each time.

02

Fewer missing details

Requirements are visible before the team commits inventory and delivery capacity.

03

A durable rental record

The inquiry, setup actions, agreement, payment, and scheduling context remain connected.

Questions

What buyers usually need to know.

1

Can each rental business configure its own setup steps?

Yes. Rivet supports tenant-scoped products, requirements, documents, pricing, locations, and workflow settings.

2

Does the customer need a Rivet staff account?

No. Supported customer actions use secure public links associated with the correct tenant and rental record.

3

Can staff still handle setup manually?

Yes. Rivet is designed to support manual control, assisted workflows, and enabled automation according to the company’s readiness.

4

Can customers choose a delivery time?

Rivet supports customer delivery requests within the availability and capacity rules configured by the rental company.

Keep exploring

See the connected parts of Rivet.