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Mar 12, 2025

Consumer Portal | Consumer-facing Document

  


Our Consumer Portal is the next-level tool to see what you have from our rental store. It's designed to be mobile-friendly, ensuring a seamless experience across all devices, from desktops and laptops to phones and tablets.
 

 

Topics in this article include

 

   

Logging in

Enter your username and password on the login screen. If you forget your password, click the Forgot Password link underneath the login screen. 
 

 

Creating an account

If you're a new customer or haven't, you can create an account by clicking "Create your account now." Please note that your email must be listed as a contact in our system to create an account. If you cannot set up a new account, please contact us at 1-800-944-7368.  

 

Once selected, the Register/Sign Up page will appear, where you can enter your information. When you're done, press Sign Up. You'll be taken back to the login page, where you can use your new credentials to log in. 

 

Home Screen

On the home screen, you'll find clickable tiles where you can view contracts in a specific status (Quote, Open, Reservations, Returned). You can also use the top menu to access your contracts, invoices, rentals, and track information.

 

Contract tab

Click on Contracts to view all of your active and historical contracts. Please note that you may not be able to view historical contracts as this ability is not available on all versions of the Consumer Portal.  

 

Once clicked, you can search by Contract Number or PO Number (red), Date Range (yellow), and Contract Status (purple). To view more contracts than are displayed, press the Load More button at the bottom (green). 

 

Once you've identified the contract you're looking for, click it to open more details.


 

This will show the pertinent details for the rental, including eSign and Make a Payment (if the account has been set up for that, an eSignature is needed, or if there is a balance). 

 

If the rental store is configured for payment or a balance is owed, you will see the Make a Payment button. Additionally, if the customer needs to sign off on changes or the initial order, the eSign Button will display.

 

If you want to book an order again, that is supported by clicking here.

 

Click "Book this again"

 

Fill out the pertinent fields requested. 

 

Click "Submit request to book this again"

 

If you're looking for the items you have out on Rental, click "My Rentals"

 

My Rentals

You can search by contract number, item name, and serial number.



For example, you can see we've typed 'trailer', and those appropriate items have been displayed. 

 

If you're looking to identify items based on dates, that's supported here.

 

In some cases, you will want to see all the items you have currently or reserved items in the past year, so we've allowed a status button to view that quickly. 

 

There are self-service features built in, so we'll demonstrate selecting two items.

 

You can initiate a call-off by clicking here and filling out the required fields. ℹ️PLEASE NOTE this simple email trigger will start the process but does not complete the call-off process

 

If you need to request service on an item, you can click here and fill out the required fields. ℹ️PLEASE NOTE this simple email trigger will start the process but does not complete the call-off process

 

 

Tracking

Tracking will allow you to see the items you currently have out on site, allowing you to see where each item is located.
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Making Multi-Payments

  1. Navigate to your dedicated Consumer Portal account. 

     
  2. Click Closed Contracts or go to Contracts and apply the Closed filter. 

     
  3. In the left column, select the contacts you want to pay. 


  4.  Select up to 50 closed contracts to pay in a transaction. To deselect contracts, uncheck the box next to each contract or click the 'x' on the right side of the contract.

     
  5. . Click "Continue" when you've selected all of your contracts to be paid 


  6. You can pay by Credit Card (CC Fees can be added). Please note that this feature requires POR Pay. 


  7. You can also pay by Bank/ACH.

     
  8. If you have any trouble, prompts will appear to guide you.