Guided Onboarding

Beta customers with an invite code get a guided four-step onboarding at rentbridge.ai/onboard. It creates your organization, first location, and first equipment in about 10 minutes — no sales call, no waiting.

Don't have an invite code? Join the waitlist on rentbridge.ai or sign up directly at rentbridge.ai/signup.

The Four Steps

1. Company Info

Enter your business basics:

• Company name (required)
• Address and phone
• Contact name and email — this becomes your owner account

2. First Location

Set up your first yard or depot:

• Yard name (e.g., "North Denver Yard")
• Address and phone
• Operating hours (pre-filled with a typical schedule — adjust as needed)

You can add more locations later from the Locations page.

3. Add Equipment

Add 3–5 pieces of equipment to start. For each:

• Make & model (e.g., "Bobcat S570")
• Category — excavator, skid steer, boom lift, scissor lift, generator, compressor, forklift, loader, dozer, telehandler, crane, dump truck, or other
• Serial number
• Daily rate — your baseline; the dynamic pricing engine adjusts quotes from here

Have a bigger fleet? Finish onboarding first, then use the CSV import template from the Fleet page.

4. You're Ready

Your account is live. You're taken to your dashboard, where you'll see your equipment, locations, and quick links to Rentals, Fleet, Analytics, and Earnings.

What Happens After Onboarding

• Your fleet is bookable — create rentals from the Rentals page, or let customers request quotes through the portal
• Agents start working — the pricing, maintenance, utilization, and GM agents begin building history on your account from day one
• Welcome emails arrive — you'll get setup guidance over your first week (import instructions on day 2, a help offer on day 5)
• 14-day free trial — pick a plan before it ends to keep going (see Plans & Pricing)

Common Next Steps

1. Add the rest of your fleet: download the CSV import template from the Fleet page
2. Add more locations: Locations page → New Location
3. Take your first booking: follow the Quick Start
4. Understand your earnings: read Payouts & Deposits

Troubleshooting

Invite code not working?

• Codes are single-use and expire — check for typos first
• If it still fails, reply to your invite email or contact support@rentbridge.ai for a fresh code

Didn't finish the flow?

• Onboarding creates everything at the final step, so a closed tab means nothing was saved — just start again with the same invite code
• If the code was already consumed, contact support

Ready to go? Jump to the Quick Start to take your first booking.