Forms that answer
“what did we record?”
Generic form builders don't know your invoices, trucks, or asset IDs. RentKit Forms is a first-class layer for structured data in the field-templates, validation, evidence, review-and it stays attached to the rental objects your team already works in.
Forms capture what was collected. Tasks track what still needs doing. Both can work together in your ops stack.
Template · Off-rent inspection
Rental condition inspection
Target: Invoice #1852 · Mitchell wedding · submitted from mobile
After approval
Writebacks can append a structured summary to internal notes and preserve submission ID for audits-without retyping in the office.
Launch forms from the record you're already on
Templates can target invoices, routes, customers, inventory, or the org-so the right forms appear in context (e.g. “fill out form” from an order or asset page). Submissions carry target entity metadata for search, reporting, and timelines.
Invoices & orders
Incident reports, customer sign-offs, and job-specific acknowledgments stay on the order record.
Routes
Closeout and compliance captures belong on the truck run-not in a disconnected form tool.
Customers
Account-level forms when the subject is the relationship, not a single event.
Inventory items
Service intake, condition notes, and asset history tied to the serialized unit.
Org & user
Internal HR-style or training acknowledgments scoped to the organization or teammate.
Sections, validation, and conditional logic
Build templates with categories (operations, compliance, inspection, incident, service, custom) and archetypes suited to rental workflows-checklists, inspections, read-and-sign, reports, and more. Fields support visibility rules so the right questions appear based on earlier answers.
- • Draft → active → archived lifecycle with version history
- • Optional drafts, multiple submissions per target when allowed
- • Export-friendly structured answers-not just PDF chaos
Rental-ready field types
- ✓ Text, long text, numbers, dates & times
- ✓ Single & multi-select
- ✓ Photos, file uploads, signatures
- ✓ GPS / location capture
- ✓ Inventory picks - missing, damaged, needs cleaning, or free-select lines
Require signature and/or device location when the process demands proof-not optional fluff.
Turn critical forms into operational gates
Requirement rules tie a template to a specific invoice, route, or inventory item with assignees, due times, and fulfillment status-so crews can't skip the steps that protect revenue and safety.
Route closeout pack
Require a closeout submission before a route can be marked complete-notes write back to the route.
Off-rent inspection pack
Block moving an order off rent until a return-condition inspection is submitted and approved-summary lands on invoice internal notes.
Service intake pack
Capture maintenance intake before an item moves into repair; can append inventory notes and create a maintenance record.
Send the right form to the right team
Assign forms to users or departments with instructions and due dates. Track open vs completed assignments and tie them to requirement rules when the process is mandatory.
Approve, reject, comment-full trail
Submissions move through draft → submitted → approved or rejected with reviewer comments. A detailed audit log records template changes, assignments, and submission events for compliance and disputes.
Complete forms from web, mobile, embedded, or API sources-same schema underneath.
Submissions don't dead-end in a spreadsheet
On approval, configured actions push outcomes back into RentKit-so finance, dispatch, and warehouse see the same truth without copy-paste.
- ✓ Append to invoice internal notes
- ✓ Append to route notes
- ✓ Append to inventory item notes
- ✓ Create maintenance records on the asset
Built for rental evidence-not generic surveys
RentKit Forms is designed around trucks, orders, and serialized assets: inventory-aware answers, location and signature when it matters, milestone requirements that mirror how you close routes and take gear off rent, and writebacks that keep operational records inside the same system your team already trusts.
Standardize field capture without losing rental context
Walk through templates, requirement packs, and review workflows with our team-and see how submissions attach to your real orders and assets.
Get a demo