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Everything you need to get up and running in Quipli — quickstart guidance, core workflows, and setting up admin access.

Getting Started

Creating, editing, and managing rental orders from quote to return, including contracts and billing status.

Orders & Rentals

Setting up and managing the products, parts, and units you rent or sell.

Inventory

Managing customer accounts, roles, and special account configurations.

Customers

Payment processing, accounting configuration, and QuickBooks Online integration.

Accounting & Payments

Configuring and customizing your customer-facing online rental storefront.

E-Commerce Website

Platform-wide configuration options across notifications, integrations, and account setup.

Settings

Managing internal work orders and equipment inspections.

Service & Repair

Managing delivery and pickup logistics for rental orders.

Dispatch & Delivery

Optional add-ons for tailoring the customer experience.

Customizations

Built-in reporting tools for tracking business performance.

Reports

Recorded training sessions ("Toolbox Talks") walking through specific features and workflows in depth.

Toolbox Talk Recordings

Dated release notes covering new features, improvements, and bug fixes shipped to the Quipli platform.

Release Notes

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Reading along with you

Create your account and invite the first people to your workspace.

Pick the right role for each person you add.

Update your plan, payment method, and invoices.

Advice and Answers from Quipli Team

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