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Integrate Record360 Inspections with POR One

This article outlines the powerful integration between POR One and Record360, designed to streamline your equipment readiness process and ensure compliance with custom inspection standards.Overview
Article Type: Elite only, Mobile & global organization, Por one mobile app
Last Modified: Feb 25, 2026
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Item AI

This article covers the Item AI feature available in the Elite browser for Elite users on version 2026.03 and above. It explains how the Item AI button in the item view launches an AI interface.
Article Type: Elite only
Last Modified: Feb 16, 2026
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QuickBooks Online Refresh Token Instructions (Elite Only)

This article explains how Point of Rental Elite users can generate and update a QuickBooks Online (QBO) OAuth 2.0 refresh token to restore or maintain the accounting integration. It covers the required setup within the Intuit Developer Portal, including obtaining the Client ID, Client Secret, Realm ID, and refresh token, and outlines where to enter the updated token in Elite under Accounting Configuration. This feature is available to Elite users only and requires an active QuickBooks Online account, along with proper configuration in the Intuit Developer environment to ensure the QBO integration functions correctly.
Article Type: Accounting configuration & process, Elite only, Integrations, Quickbooks online process & configurations
Last Modified: Feb 12, 2026
Support ArticleArticle Views502

Set Up Twilio SMS Integration in Elite

This article provides an overview and setup instructions for integrating Twilio SMS messaging with Elite. Twilio allows Elite users to send SMS notifications, replacing the older MMS-based method. This integration is currently available for Elite users only and supports one-way messaging.
Article Type: Browser configurations, Configuration & security, Configurations, Elite only
Last Modified: Feb 12, 2026
Support ArticleArticle Views160

Manage Deliveries and Pickups with Driver Fulfillment in POR One

This article explains how to use Driver Fulfillment in POR One to manage equipment deliveries and pickups that automatically sync with the Elite Fulfillment Module. It covers setup requirements, configuration steps for both Elite and POR One, and detailed workflows for drivers performing deliveries or pickups. The article also includes FAQs, role guidance, and feature tips for dispatchers, warehouse staff, and delivery crews.
Article Type: Contract fulfillment, Dispatch center, Elite only, Features & functions, Mobile & global organization, Por one mobile app
Last Modified: Feb 4, 2026
Support ArticleArticle Views29

Vanity URL Self-Service

Follow these steps to configure your vanity URL with Cloudflare, validate your domain, and confirm with your registrar. This process links your subdomain to your DNS provider, finalizes DNS validation, and applies an SSL certificate—ensuring your storefront is live, secure, and accessible through your custom domain
Article Type: Ecommerce, Elite only
Last Modified: Feb 3, 2026
Support ArticleArticle Views32

Configure Store-Specific Time Zones in Elite

Article Type: Browser configurations, Configuration & security, Configurations, Elite only
Last Modified: Feb 2, 2026
Support ArticleArticle Views21

BI CVW CRM Call Log – Overview

Article Type: Elite only
Last Modified: Jan 26, 2026
Support ArticleArticle Views622

QuikLink Overview (Elite Only)

This article explains how QuikLink provides consumers with a single landing page to view contract details, sign documents, make payments (via POR Pay), and access the Consumer Portal in Point of Rental Elite. It also outlines setup steps, especially for users transitioning from legacy WebPay and eSign systems.
Article Type: Ecommerce, Elite only, Email & fax processes, Processes
Last Modified: Jan 20, 2026
Support ArticleArticle Views54

Unverified Transactions

Unverified Transactions are automatically created in Elite when customers submit quotes through Storefront, and they don’t require manual importing. You can find them via system notifications or by selecting the Unverified Transactions view in the Contract Search screen. After reviewing and completing any missing details, you can convert the transaction into a reservation and verify it—at which point it will be removed from the Unverified view.
Article Type: Contracts features & processes, Elite only, Processes
Last Modified: Jan 20, 2026

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