CloudRent History

Stage 1 Scope

What it will do

Past CloudRent invoices brought into the platform, against each customer and job.
History searchable alongside new work.

Until then

Past invoices stay in Xero

New invoices start in the platform.

Quick job

An existing customer rings up and needs fence out. Pick them, say where and how much, and it goes straight onto the schedule — no quote.

Customer Who rang Their phone Site address Product Metres Install date Truck Hire Their PO or reference Access notes for the crew

Booked straight in. The install goes on the run sheet with the gear already listed, the contact gets a booking confirmation on the job's thread, and the invoice is raised off the crew's docket on what actually goes in.