Getting Started

Dashboard Overview - Navigate RecSystems Like a Pro

The RecSystems dashboard shows a calendar view of bookings. For daily operations, go to Bookings → Front Desk Queue to see today's pickups, overdue pickups, balances due, and active holds. Use the navbar to access Bookings, Account settings, and more.

The RecSystems dashboard is your operational command center. It shows everything you need for daily operations—arrivals, departures, payments, and urgent items—all in one place.

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Dashboard Layout

When you log in, you'll see the main dashboard with these sections:

Navigation Bar

At the top of every page:

Element	Purpose
Business Name	Click to go to dashboard
View	Opens your public booking site
Rex	AI assistant menu
Admin	Admin panel (super admins only)
Dashboard	Go to calendar view
Bookings	Calendar, Active Schedule, Rentals in Progress, Your Bookings, Front Desk Queue, Reports, New Booking
Account	Fleets, Timeslots, Pricing, Gift Cards, Locations, Addons, Guides, Account Info
+ Create	Quick create menu
+ Booking	Create a new booking

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Front Desk Queue

Access via Bookings → Front Desk Queue in the navbar. This is the Saturday counter list: who is next, and what to do.

Pickups Today

Paid carts with a reserved pickup on today's calendar. Count is carts, not individual bookings.

Overdue Pickups

Reserved pickups whose start time has already passed. The default Today view includes these so a late customer cannot hide behind a green empty queue.

Balance Due

Paid carts with an outstanding balance.

Active Holds

Shopping carts currently holding inventory (pending/checkout with a future hold_expires_at).

Tip: Click any card to filter the list below to that category.

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Today's Queue

The main section showing rental activity for today.

Filtering the Queue

Use the tabs and filters to show: - Today — Today's activity (default) - Upcoming — Future scheduled activity - All Carts — All carts regardless of date

Quick filters include: Pickups Today, Balance Due, Active Carts, Out on Rental, Overdue Pickups, Needs Attention, Completed (7d)

Queue Columns

Column	Description
When	Scheduled time for pickup or return
Customer	Customer name (click to view details)
Unit	What they're renting
Location	Pickup/return location
Status	Current booking status
Actions	Available actions for this booking

Available Actions

Action	When Available	What It Does
Check In	Arrivals	Mark customer as picked up
Check Out	Returns	Mark equipment as returned
View Cart	Any	Open full booking details
Message	Any	Contact the customer

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Payments Queue

Shows carts with balances due today.

What You'll See

Cart confirmation number
Customer name
Balance due amount
Number of bookings in the cart

Collecting Payment

Click Collect Payment to: 1. Open the cart details 2. Process the remaining balance 3. Use card on file or enter new payment

Carts are sorted by highest balance due first, so urgent payments appear at the top.

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Holds Expiring Soon

When customers start the booking process but haven't completed payment, their selection is held temporarily. This section shows holds that will expire soon.

Time Window

Select how far ahead to look: - 30 minutes - 60 minutes - 90 minutes - 120 minutes

What You Can Do

Extend — Give the customer more time to complete their booking
View Cart — See what they're trying to book

Color coding: - 🔴 Red = Expiring very soon - 🟡 Yellow = Expiring within the hour - 🟢 Green = Still has time

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Overdue Returns

Shows bookings past their scheduled return time where equipment hasn't been checked in yet.

Taking Action

For each overdue return: 1. Contact the customer if needed 2. Click Check In when they return 3. Add any late fees if applicable

The "Due" column shows how long the return is overdue.

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Capacity Snapshot

A quick view of your occupancy for the next 8 hours.

What It Shows

Hour-by-hour booking counts
R = Reserved (upcoming)
O = Out (currently rented)

Click Availability for the full availability dashboard.

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Status Overview

Five boxes showing your current operational status:

Status	Meaning
Reserved Today	Confirmed bookings starting today
Returns Today	Bookings ending today
Out Now	Currently rented units
Overdue	Past-due returns
Active Holds	Bookings in progress (not yet paid)

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Recent Activity

Shows the latest 8 booking updates across your account: - New bookings - Status changes - Modifications

Click Open on any item to view details.

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Bookings (dropdown): - Calendar — Weekly/monthly calendar view - Active Schedule — Schedule overview - Rentals in Progress — Kanban-style board - Your Bookings — List of all bookings - Front Desk Queue — Today's pickups, overdue pickups, and cart lookup - Reports — Analytics (Admin only)

Account (dropdown): - Operate: Fleets, Timeslots, Pricing, Gift Cards, Locations, Add-ons - Configure: Account Info, Payments, Fees, Domain, Integrations, Users - Help: Guides, Support, Profile, Sign Out

Quick Action Buttons

Button	What It Does
Create	Opens the creation wizard for fleets, units, or timeslots
Booking	Start a new booking (shows badge if cart has items)

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Mobile Dashboard

On mobile devices, you'll see:

Bottom Action Bar

Fixed bar at the bottom with quick access to: - Check-in — Jump to arrivals - Check-out — Jump to returns - Payments — Jump to payment queue - Calendar — Open calendar view

Responsive Layout

Cards stack vertically
Tables scroll horizontally
All features accessible via hamburger menu

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Tips for Daily Operations

Morning Routine

Check the KPI cards for today's volume
Review Arrivals for upcoming check-ins
Check Holds Expiring for pending bookings
Prepare equipment based on the queue

Throughout the Day

Process check-ins as customers arrive
Monitor Overdue Returns for late equipment
Collect Balance Due payments
Handle Holds before they expire

End of Day

Ensure all returns are checked in
Review any outstanding balances
Check tomorrow's arrivals in the calendar

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Keyboard Shortcuts

Shortcut	Action
`/`	Focus search bar
`Esc`	Close modals

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Need more? Search the live help desk or email wecare@recsystems.com.