Added approval workflow for high-risk actions
We've added a human-in-the-loop approval workflow for higher-risk automated actions. You can now review each request and approve, reject, or let it expire, so you stayed in control of important dec...
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Fleet & Inventory
Fleet & Inventory guides and tutorials for RecSystems.
99 articles in this category
Added location-based mileage fees to bookings
You could now set up mileage fees by location, so longer-distance pickups or deliveries automatically added the right extra charge. This helped you price trips more accurately, reduce manual fee ad...
Cart address changes saved for mileage fees
We've fixed an issue where delivery address updates in the cart sometimes weren’t recognized, which could have prevented mileage-based delivery fees from being calculated. You can now rely on addre...
Charge a base delivery fee plus mileage
You could now set delivery pricing to always include a base fee, with an optional mileage add-on. This replaced the old fixed OR mileage setup, so you could cover your minimum delivery costs while ...
Charge destination fees based on mileage
You could now set destination fees based on the mileage from a selected location. This helped you price deliveries and off-site drop-offs more accurately, so longer trips automatically charged more...
Choose the correct unit name column
You could now picked which spreadsheet column contained your equipment or unit names during unit mapping, instead of relying on auto-detection. This prevented dates, IDs, and other fields from bein...
Cleaner Locations dashboard for faster navigation
We've polished the Locations area in your dashboard to make it clearer and easier to use. You could find the right location faster and spend less time clicking around when managing settings across ...
Cleaner imports with fewer formatting errors
We've improved the Import Wizard to better handle different file encodings, dates, and time formats during import. You saw clearer error handling when something didn’t match, which reduced failed i...
Cleaner saving indicator in Admin
We fixed an issue where multiple “Saving…” indicators appeared at the same time in Admin. You can now see a single, clear saving status so you can confirm changes were recorded without second-guess...
Cleaner two-column layout in Rex Import Wizard
We've improved the Rex Import Wizard with a consistent two-column layout, showing Rex guidance on the left and your import actions (like file upload) on the right. Step 3 also loaded dynamically in...
Cleaner unit forms with category-specific fields
You can now add and edit units with forms that matched the category you selected, so you saw only the fields that applied. Enum options (like cabana type) appeared as dropdowns instead of text boxe...
Cleaner, easier-to-scan Reports Dashboard
We've polished the Reports Dashboard with a comprehensive UI cleanup that fixed 10 key design issues. You could scan totals, trends, and breakdowns faster with clearer layout and visual consistency...
Clearer cart item start/end date-times
We've improved the visual alignment and readability of the start and end date-times shown on each cart item in the admin cart. You could review bookings faster and reduce misreads when confirming r...
Clearer mileage fees across cart and receipts
We've improved mileage-based location fees to display more clearly throughout the booking flow. You could see mileage indicators when modifying a cart, plus a detailed mileage breakdown in the cart...
Clearer mileage pricing across the admin
We've polished the mileage-based destination fee screens so pricing details appeared clearer and stayed consistent throughout the admin. You could see exactly how mileage affected the destination f...
Column mapping suggestions showed correctly in dropdowns
We've fixed an issue where column mapping auto-fill looked complete in the header but didn't appear in the dropdown selectors. You could now review and apply the suggested mappings in the right pla...
Column questions showed real booking context
We redesigned column selection so you saw a sample booking row with related values side-by-side, instead of isolated column values. You could identify the right column in seconds, which reduced set...
Conversation badges stayed readable on every screen
We've fixed an issue where conversation badges overflowed and looked cut off in the admin. You could now scan conversations faster without missing counts or labels, especially on smaller screens.
Cumulative changelog growth chart in Admin
We replaced the weekly activity bar chart in Admin with a cumulative growth chart. You could now show steady product progress without “zero activity” weeks that made it look like nothing happened. ...
Custom domains guide made clearer and easier
We've rewritten the custom domains guide in plain language so you could connect your booking site to your own domain with fewer headaches. We've also added step-by-step DNS troubleshooting and clea...
Edit delivery addresses when modifying a cart
You could now enter or update a delivery address while modifying an existing cart for mileage-based location bookings. The mileage fee calculation also updated based on the address, so totals staye...
Explore DX1 responses from the Admin account page
You could now use a DX1 Explorer inside Admin → Accounts to run requests and view the responses with sensitive customer details redacted. This made it faster to troubleshoot DX1-related issues with...
Faster Import Wizard column mapping
We’ve improved the Import Wizard to map your columns using just the headers and a small sample of rows instead of scanning the entire file. Imports finished noticeably faster on large spreadsheets,...
Faster Rex Messages with instant templates
We've improved Rex Messages by switching to pre-written templates for instant replies. You saw messages appear right away during Step 2, instead of waiting 10–20 seconds for analysis to finish. Thi...
Faster Unit Performance potential revenue view
We fixed a critical slowdown when opening the Unit Performance potential revenue panel. Potential revenue calculations used base prices directly, which removed hundreds of redundant price rule look...
Faster column mapping for imported spreadsheets
We’ve sped up the Simple Column Mapper by using previously saved analysis results instead of re-downloading and re-reading your CSV files each time. You can now complete column mapping in about 10–...
Faster imports with pre-filled matching suggestions
You could now upload an import file and review pre-filled suggestions for column and record matching instead of answering a long series of setup questions. We’ve improved the import flow by proacti...
Faster, clearer cart mileage entry in admin
We've improved the cart mileage experience in admin so you could enter and review mileage with fewer clicks and less back-and-forth. This made check-in and check-out smoother and helped you keep mo...
Faster, more complete import column mapping
We've rewritten the import wizard’s column mapping so it finished in about 10–30 seconds instead of taking 2–5+ minutes. You can now map all required cart and booking fields in one pass, which mean...
Fixed Dx1 unit saves during imports
We've fixed an issue where some units from Dx1 didn't save correctly during imports. You can now rely on more complete inventory coming into RecSystems, which reduced missing units and cut down on ...
Fixed Import Wizard column mapping confusion
We fixed an issue in Import Wizard Step 3 where a dropdown could look “mapped” (green border) even when no column was actually selected. We also removed redundant sample values and improved require...
Fixed delivery address prefill and validation
We've fixed an issue where switching from a flat-fee delivery option to a per-mile delivery option incorrectly prefilled the delivery address with the billing address. You can now rely on Google Ad...
Fixed mileage-based destination fees in cart
We've fixed issues that could have caused mileage-based destination fees to calculate or display incorrectly during checkout. You can now rely on destination fees showing up consistently in the car...
Fixed report type conflicts in Admin
We've fixed an issue where certain Admin reports could show the wrong report type due to a conflict. You can now run and export reports with more consistent results, which reduced rework when numbe...
Guides sidebar categories stayed in the right order
We've fixed the Guides sidebar so categories displayed in the correct, consistent order instead of appearing random or alphabetical. You could find the right section faster when training staff or l...
Import Wizard analysis ran faster and refreshed live
We fixed several issues in the Import Wizard so analysis updates showed up in real time instead of getting stuck on a loading screen. We also reduced analysis time from 40+ seconds in many cases an...
Import Wizard mapping results saved correctly
We've fixed an issue in the Import Wizard where analysis results weren’t being saved properly during column mapping. You can now rely on the wizard’s suggestions and analysis status to reflect what...
Import Wizard now completes bookings reliably
We've fixed critical issues in the Universal Booking Import Wizard so you could successfully save column mappings, move between steps, and finish an import without getting stuck. Imports now create...
Import Wizard saved progress and simplified navigation
We've removed the redundant “Next Question” button inside the question card, so moving through the Import Wizard felt clearer and required fewer clicks. You could now refresh the page without losin...
Import Wizard steps 1–3 ran more reliably
We've fixed issues in the Import Wizard that caused duplicate files when you dragged and dropped an upload. We've also corrected an error in Step 3 that could stop the import from finishing, so you...
Import files stayed securely stored in RecSystems
We've improved how import files were stored so CSV and Excel uploads stayed on secure local storage instead of a public file host. This kept customer details in your imports more protected and redu...
Import review now blocked by missing units
We've improved import review so missing or unmapped Units were treated as blocking issues instead of warnings. You can now catch these problems before anything goes live, which prevented failed boo...
Import wizard messages stayed after refresh
You could now refreshed the import wizard without losing Rex’s messages. We’ve kept the full message history for each import session, which gave you a clearer audit trail and helped you pick up exa...
Import wizard ran without unexpected errors
We've fixed two issues that caused runtime errors during the import wizard. You could complete imports more reliably, which meant fewer interrupted setups and less time spent retrying or contacting...
Imports now blocked when units were unmapped
We've improved the import process so unmapped units were treated as blocking issues instead of warnings. You could now stop invalid bookings from being created without a valid unit, which reduced f...
Improved Dx1 unit mapping during imports
We’ve improved Dx1 rich unit mapping during imports, so more unit details matched correctly when you brought inventory into RecSystems. You spent less time fixing unit info by hand and got listings...
Improved JSON-LD for better agent visibility
We've improved the JSON-LD information on your booking pages to be more agent-friendly. This helped automated tools and assistants read your key rental details more accurately, which supported clea...
Improved cart mileage tracking reliability in Admin
We've fixed several production-readiness issues in cart mileage tracking in Admin. You can now record and review mileage more consistently, which helped reduce missed entries and made billing and m...
KPI dashboard added health badges and trends
You can now saw health status badges across your operational KPIs and trend indicators on additional metrics like Taxes, Discounts, Outstanding, Units Reserved, and Multi-Unit %. We also improved m...
Kept delivery address visible for mileage locations
We fixed an issue where the delivery address form briefly appeared and then disappeared when a customer selected a mileage-based location in the cart. You can now collect delivery details reliably,...
Live progress updates during Rex imports
You can now saw real-time progress updates while Rex imports created bookings, including clear step-by-step messages and a progress indicator. This made it easier to monitor long imports without re...
Manage your entire fleet from one hub
You can now use a redesigned bento-style Fleet Hub to view and manage units from a single, information-dense screen. You accessed key unit actions with fewer clicks, which helped you move faster th...
Managed Dx1 planning from one page
You could now handled Dx1 planning in a single-page hub instead of jumping between multiple screens. This made it faster to review what needed attention and reduced missed steps during busy import ...
Mapped import columns in an Excel-like view
You could now mapped imported spreadsheets in a familiar Excel/Google Sheets-style layout that showed your data exactly as it appeared in the file. You assigned RecSystems fields to each column usi...
Match imported units inline during Rex import
You can now matched unmatched equipment names directly in the Rex Import Wizard completion view, right after column mapping. This let you finished imports in one pass without leaving the wizard, wh...
Mileage-based delivery fees calculated correctly in cart
We've fixed an issue that prevented mileage-based location fees from calculating when customers entered a delivery address in the cart. You can now collect the correct delivery fees automatically, ...
Mileage-based destination fees worked more reliably
We've improved mileage-based destination fees so the fee calculated correctly as soon as you selected an address. We've also cleaned up behind-the-scenes noise so your admin experience stayed smoot...
More accurate AI column mapping suggestions
We've fixed critical issues in the AI column mapping flow so the suggested mappings matched the actual analysis instead of falling back to overly broad guesses. You can now review pre-selected drop...
More accurate addresses for mileage-based fees
We’ve improved address autocomplete and validation for mileage-based location fees, so pickup and delivery addresses matched more reliably. You can now calculate mileage charges with fewer incorrec...
More accurate booking platform options for imports
We've updated the Universal Booking Import tool with a more accurate, more complete list of booking platforms commonly used in boat, powersports, and equipment rentals. You could match your source ...
More reliable Import Wizard from start to finish
We've hardened the Import Wizard to better handle real-world imports, with stronger validation and clearer error messages when something needs attention. You could complete imports with fewer inter...
More reliable add-on selection in cart
We've improved how add-ons were selected and saved in the cart. You saw fewer missing or incorrect add-ons at checkout, which reduced manual fixes and helped ensure customers paid for the extras th...
More reliable support chat and ticket alerts
We fixed an issue that sent support emails too early when switching to human help, so your team only got notified after a customer actually sent a message. We also restored the typing indicator whi...
Per-key analysis badges in Admin
You can now see per-key analysis badges in Admin, so it was easier to spot which settings needed attention at a glance. This reduced back-and-forth when reviewing configurations and helped you corr...
Profile badge achievements displayed correctly
We've fixed an issue where profile badge achievements didn’t always render correctly in the admin. You can now view badges reliably without refreshing or second-guessing what your team has earned.
Quickly view and export redacted DX1 data
We've added DX1 JSON buttons on the Admin Account page so you could quickly view or export DX1 data with personal details redacted. You spent less time hunting for the right information when troubl...
Redesigned Reports Dashboard for 5-second clarity
We've completely redesigned the Reports Dashboard KPIs with a cleaner, more readable layout. You could understand business health at a glance in about 5 seconds, which made it easier to spot slow d...
Reports dashboard KPIs displayed correctly again
We fixed data mapping issues that caused parts of the Reports dashboard to appear empty or broken. You could now reliably view customer segments, repeat rate, customer lifetime value (CLV), no-show...
Reports dashboard delivered deeper, actionable insights
We've added major reporting upgrades that turned the Reports Dashboard into a more complete business intelligence hub. You could spot performance trends faster, compare results across time periods,...
Reports dashboard now highlighted controllable metrics
We’ve updated the Reports Dashboard to focus on metrics you could directly control and improve, so you could spot what to adjust to drive more bookings and revenue. We also removed the prominent di...
Review and approve imports before they go live
You could now review, edit, and approve imported data before it entered your system, so you caught mistakes before they affected availability, pricing, or customer bookings. We added smart unit-map...
Rex Import Wizard felt more personal and helpful
We’ve improved the Rex Import Wizard with a more personalized experience that sounded like a knowledgeable colleague, not a generic assistant. You could get clearer, more relevant guidance during i...
Rex Import Wizard updates appeared in real time
We've improved the Rex Import Wizard so analysis ran reliably in one step and updates appeared live on the page without manual refreshing. You received clearer, more personalized Rex messages in a ...
Rex guidance appeared inside the import wizard
You could now get Rex’s step-by-step help directly inside the import wizard, right where questions came up. Rex appeared at key points in the flow with contextual guidance, so you finished imports ...
Rex guided you through imports step-by-step
You could now used Rex, the Rental Copilot, as a conversational import concierge that guided you through each step of bringing data into RecSystems. You received clearer explanations and smarter su...
Rex guided you through the entire import
We've improved Rex from a one-time greeting into an ongoing guide throughout the import wizard. You saw contextual messages at key steps, so you could move through the import with fewer questions a...
Rex now recognized every uploaded CSV file
We fixed Rex’s Import Wizard messages to acknowledge all uploaded CSVs and the different data types in each file. You can now upload multiple files (like customers, bookings, units, and payments) a...
Search and filter changelogs in Admin
You could now browse, filter, and search changelog entries in Admin with clearer titles, dates, categories, and tags. This made it faster to find past updates when training staff, answering custome...
See sample data when matching import columns
We've added visual matching cards to import questions so you could see real sample values while choosing which column contained equipment names, customer details, dates, and more. You could map col...
See unit-by-unit results with Performance Report
You could now open a Unit Performance Report from a new “Performance Report” button on each unit’s detail page. The report gave you clear, unit-specific insights so you could spot top performers, i...
Self-serve Import Wizard for faster onboarding
You can now use a new 6-step Import Wizard to move your data from another booking system with a guided, minimalist flow built for non-technical operators. You’ve added files with drag-and-drop, rev...
Smarter import preview with Rex guidance
You could now reviewed imports with Rex guidance built directly into the Preview step, so problems showed up before you finalized changes. We added confidence scoring, issue detection, and personal...
Smartwaiver waivers synced with your bookings
You could now generated pre-filled Smartwaiver links right after checkout, so customers completed waivers faster with fewer typos. You could also viewed waiver status on the dashboard, received sig...
Smoother CSV import review with clearer data
We've fixed the import review step so your CSV data displayed correctly, filtered reliably, and stayed consistent from screen to screen. You can now review normalized data in a wizard-style flow wi...
Smoother cart location and address selection
You can now select pickup, drop-off, and delivery addresses faster with improved location search and cleaner, more consistent styling. We also improved the status messages for mileage-based locatio...
Smoother cart mileage entry in admin
We've polished the cart mileage experience in the admin flow with smoother entry, cleaner visual feedback, and more reliable form submission. You spent less time fighting the form and more time get...
Smoother cart mileage location fee checkout
We've fixed key usability issues in the cart mileage-based location fee flow, so customers completed their address and fee details with fewer hiccups. You saw clearer on-screen feedback and a more ...
Smoother imports wizard with fewer interruptions
We've fixed several usability issues in the imports wizard so you could move through each step more smoothly. You could complete imports with fewer confusing moments and less back-and-forth, helpin...
Smoother mileage-based location fees in cart
You can now enter and adjust mileage-based location fees in the cart with a smoother, more reliable experience. We’ve improved visual feedback, autocomplete behavior, and loading indicators so tota...
Smoother, faster Import Wizard experience
We've polished the Import Wizard with clearer on-screen guidance, responsive mobile layouts, and smoother loading interactions. You could imported inventory faster using new keyboard shortcuts and ...
Spreadsheet column mappings saved reliably during imports
You could now map spreadsheet columns during an import and have those selections saved correctly for the import session. This improved import accuracy and reduced rework from mis-mapped fields, hel...
Step 3 mapping updates faster with live progress
We've fixed Step 3 so the column mapping screen updated correctly as soon as mapping finished, and the "Columns identified" indicator stopped spinning when results were ready. We've also sped up ma...
Stopped unexpected add-ons from auto-selecting
We fixed an issue where selecting or deselecting one add-on in the cart sometimes caused other add-ons to be selected unexpectedly. We also improved delivery location visibility in dashboard bookin...
Streamlined Rex imports with live discovery preview
You can now watched Rex items appeared in real time during the Import Wizard, with a sample data preview so you confirmed you selected the right inventory before importing. We’ve also added clear c...
Use new sales templates and ROI tools
You can now use built-in sales enablement templates, including a pitch deck outline, a case study template, and an ROI/TCO calculator worksheet. These resources helped you explain your value faster...
View DX1 rental inventory in RecSystems
You can now viewed your DX1 rental inventory right from the Integrations page, with a paginated list of rental-ready units. This made it easier to confirm what was available to import and cut down ...
View product updates directly in your admin
You could now browse a clean, organized changelog right inside your RecSystems admin. This made it easier to quickly see what had changed in the product and stay on top of improvements without digg...
Waiver links added to cart confirmation emails
You can now send SmartWaiver links automatically in cart confirmation emails after checkout. This ensured every customer received their waiver right away, which reduced day-of check-in delays and h...
ZIP code changes revalidated addresses correctly
We've fixed an issue where updating only the ZIP code didn't re-check the full address, which could have let invalid ZIP codes slip through. Address updates now validated properly, helping you keep...