How to track customer history in a rental business
Customer tracking for a rental business means knowing, before you hand anything over, how this renter has behaved before. In Flowyana every rental agreement is linked to the customer record, the same record your sales, invoices and CRM use. Open any agreement and its statement lists every invoice, payment and credit note, with the deposit shown alongside. Open the rental report and customers are ranked by number of rentals, amount invoiced and amount still outstanding.
- Every agreement for a customer, past and current, linked to one customer record
- A statement per agreement: invoices, payments, credit notes, and the deposit as a memo line
- The return condition you noted for each unit, kept on the agreement
- Damage, penalty and deposit-deduction charges itemised, not buried in a total
- A rental report that ranks customers by rentals, invoiced and outstanding
- Notes, comments and files on the customer, so the team shares what it knows