Loans and rentals

Loan or rent something out

Use this to keep track of who has your things, when they are due back, and any rental you charge.

Plan: Loans and rentals need a Pro plan. Without one, the app says so and shows the plans.

1. Open the Thing.
2. Tap Loan / rent out. You will find it beside Move to another location. You can also open Loans and rentals. Changing the Thing's status to On loan opens the same screen.
3. Enter the quantity, and who is borrowing or renting it.
4. Choose a saved contact from the suggestions, or tap Add new contact.
5. Add the expected return date if you know it.
6. Tap Save.

Good to know: On the web portal, Loans and rentals is the last tab on a Thing.

Dates and rentals

• An expected return date is optional. Without one, the quantity stays unavailable until it is returned. It is not counted as overdue, and the reports mark it as having no expected return date.
• Tick Rental to add the rental amount, whether it has been paid, and the paid date.

Book something for later

1. Tick Reserved.
2. Enter the collection date and the expected return date.
3. Tap Save.

What happens next: The Thing is not marked On loan until you tap Hand over / start loan.

Good to know: ThingzSafe checks the quantity is free for every day of the booking, including the return day. The next booking can start the day after. A late loan keeps its quantity until it comes back. To cancel a booking, tap Cancel reservation.

Reuse the last rental

If the Thing has been rented before, buttons such as Use last rental amount and Use last rental duration appear. Tap one to copy that value into the new rental. The duration sets a return date counted from the new start date.

Return a loan or rental

1. Open the Thing and tap Return loan / rental.
2. Choose the loan.
3. Enter the Quantity returned, the Actual return date and any Return notes. You can add photos or documents too.
4. Tap Save.

What happens next: If only some were returned, the rest stay on loan. When everything is back, the loan moves to Previous loans.

Good to know: If you change a Thing's status back to Active, the app asks whether it is a return from the person who had it.

Loan and rental report

1. Go to Menu → Reports → Loan/rental report. On the web portal, open Loan/rental report.
2. Choose all dates or a date range, a Category and a Site.
3. Choose All loans, Current loans, Overdue loans, Returned loans or Reservations.
4. Tap Create report, then Print or Download CSV.

Good to know: The date filter uses the loan start date.

Print a handover sheet

From a loan, tap Print loan/rental sheet. It makes a one-page sheet with the Thing and rental details, its main photo if there is one, and spaces for borrower and owner signatures and the date. Long notes are shortened to fit.

Before you sell, dispose of or delete

• Return or cancel any outstanding loans and bookings first.
• Loan history and attachments are shared with your household and included in encrypted backups.
• Loan fields cannot be customised.

History and calendar

• Current and previous loans are listed in date order. The total rental amount includes unpaid amounts. Cancelled bookings are left out.
• Collections and expected returns appear in your Calendar and repeating reminders. A loan with no expected return date has no return reminder. Returning or cancelling a loan removes its reminders.
• On the web portal, choose Month or Year in the loan calendar to see bookings. Hover over a date, or select it, to see the details.