Three Core Steps
Everything You Need Before Go-Live
The onboarding flow mirrors the clean, structured experience on our homepage and pricing page: clear sections, simple actions, and no unnecessary clutter.
Step 1
Set Up Your Business
Before you can start managing hires and customers, configure your business details. This information appears on invoices and across the platform.
Information needed
Next Action
Where to set this up
Navigate to Settings from your dashboard, then select the Business tab. Fill in your details and click Save. You'll be automatically assigned as the business owner.
Most dashboard features require business setup to be completed first.
Step 2
Add Your Customers
Customers are the heart of your hire business. Add detailed records to track rental history, manage credit limits, and stay organised.
Information needed
Next Action
How to add customers
Go to Customers from the dashboard and click Add Customer. After creating a customer, you can manage their details, documents, and notes from the customer management page.
Step 3
Add Your Stock
Your stock inventory is what customers hire. Set up your equipment with detailed specifications, pricing, and availability tracking to prevent double-bookings.
Information needed
Next Action
How to add stock
Navigate to Stock and click Add Stock Item. Fill in the details and upload photos. The system automatically tracks availability and prevents double-bookings.
Assisted Onboarding
We Can Help You Migrate Everything
If our team is supporting your setup, send over the information below and we'll handle the heavy lifting to get your account configured quickly and accurately.
Your Business Information
- Business name
- Email address
- Phone number
- Website URL
- Address (line 1, line 2, city, postcode)
- VAT number
- Company registration number
- Company logo (PNG or JPG)
Customer Data
For each customer, please provide:
- Customer or business name
- Business type (sole trader, partnership, or limited company)
- Operating address
- Email address
- Phone number
- Staff details
- Credit limits and periods
Stock & Equipment Data
For each stock item, please provide:
- Item name or description
- Category
- Make and model
- Stock reference number
- Serial number
- Registration number (for vehicles)
- Current hours
- Service due at hours
- Cost in, monthly cost, RRP and selling price
- Hire rates and bundles
Data format flexibility
Don't worry about formatting your data perfectly. We can work with exports, spreadsheets, and existing documents, then structure everything correctly in Hire That.
Our team will handle the migration and make sure your data is ready for launch.
Once You're Set Up
You're Ready to Go
Once these steps are complete, you can start creating hires, generating invoices, checking availability, and tracking performance from one place.
Create Hires
Combine customers and stock to create rental bookings with dates and delivery details.
Generate Invoices
Create invoices for hires, add custom line items, and send them directly to customers.
Use Calendar
View upcoming hires, check equipment availability, and plan logistics from the calendar view.
Track Analytics
Monitor revenue, identify popular equipment, and analyse customer trends.