Welcome to the Apex Rental Pro wiki. Use this index to jump to the right guide for the feature you are using. Most day-to-day workflows are shared, but a few sections are gated by industry profile, role, or permission.
Apex Rental Pro supports two industry profiles — Rental and Lawn Care. Most pages work in both, but some screens and analytics tabs only appear when the related feature is enabled.
Core workflow
- Calendar & Events — booking calendar, item allocation, pickup status, and document actions
- CalOps Side Panel — live ops snapshot, upcoming jobs, quote responses, pickups, and quick punch tools
- Inventory Management — equipment items, pricing, and item totals
- Availability — live day-by-day availability for bookings and quotes
- Quotes — pricing, booking, PDFs, and customer responses
- Invoicing — invoice PDFs, deposits, balances, and layout attachments
- Packages — pre-built quote bundles
- Deposits and Pickup Tracking — deposit status, pickup status, and review prompts
- Overbooking Alerts — shortages and overbooked-event alerts
Inventory organization
- Build Kits — composite items built from smaller component pieces
- Item Mapping — translating free text into tracked inventory items
Documents and customer communication
- Contracts — templates, e-signatures, reminders, and batch signing
- Email Features — quotes, invoices, contracts, pay stubs, broadcasts, and more
- Print Sheets — loading lists, delivery manifests, and crew sheets
- Customers — customer directory, merges, reviews, and direct email
- Website Leads & Quote Responses — website submissions and quote reply handling
Layout Designer
- Layout Designer — visual drag-and-drop layout tool with PDF export
Employees and time clock
- Employee Management — users, roles, permissions, schedules, and the employee portal
- Employee Time Clock — clock in/out, timesheets, and payroll summaries
Assets, maintenance, and financing
- Assets & Maintenance — owned equipment, photos, maintenance, mileage, and reminders
- Equipment Loans & Financing — financing fields and depreciation reporting for assets and equipment
- Reminders — dated nudges for tasks outside a specific event
Lawn Care profile
- Lawn Care — properties, crews, routes, schedules, and customer portals (Lawn Care only)
Mobile app
- Mobile App — iPhone and Android companion app for admins and crew members
- Logging In — signing in on web and mobile
Integrations and data
- Google Calendar Integration — calendar connection and sync
- Analytics — revenue, customers, mileage, employees, loans, expenses, projects, and weather
- Data Export — ZIP export of the current tenant data and PDFs
Account and preferences
- Settings — business info, email, taxes, contracts, and preferences
- Onboarding — first-time account setup
- Notes — private per-user notes
- Favorites — per-user navigation shortcuts
- Password Reset — self-service and admin-initiated password resets
- Feedback — feature requests and bug reports