Task lists & checklists
built for rental lifecycles
Generic task apps don't understand orders, routes, load-out, or returns. RentKit Tasks links every checklist to the rental records your team already works in-then adds templates, automations, proof, approvals, and AI so nothing falls through the cracks on busy weekends.
Task list
Saturday load - Mitchell wedding
Linked: Invoice #1852 · Route 4 · Riverside Venue
Pull white resin chairs + cart covers
Warehouse · Proof required
Stage tent hardware per pull sheet photo
Warehouse · Awaiting approval
Driver pre-trip: straps, dolly, floor protection
Delivery · Photo proof
Confirm venue load-in dock & elevator window
Office · Blocked
Reporting & notify
List owner gets notified on progress, completions, and approvals-so managers aren't chasing DMs for status.
- • Assign to a user or a whole department
- • Optional per-item assignees
- • Comments and activity on the list
Linked to the rental objects you already use
Tasks aren't floating sticky notes-they attach to real RentKit records so anyone can open the order, route, customer, or item and see the same checklist history.
Invoices & orders
Every checklist can anchor to the live job your team is executing.
Routes & trucks
Coordinate load, delivery, and pickup work at the route level.
Customers & venues
Keep site-specific and client-specific work tied to the right record.
Inventory & assets
Prep, maintenance, and QC tasks on the items you actually rent.
Contracts & service
Rental agreements and service tickets stay in the same operational thread.
Purchase orders
Receiving and staging work can follow procurement, not live in spreadsheets.
Proof, approvals, and blocked states-like real ops
When something has to be verifiable, turn on photo proof and notes per checklist item. When a lead needs to sign off, use approval workflows. If a dependency fails, mark items blocked with a reason so the next shift knows exactly why work stopped.
- • Per-item assignees inside the same list
- • Statuses: not started, in progress, blocked, completed, archived
- • Full completion and audit metadata (who, when)
Department or user assignment
Hand a list to warehouse, delivery, or office by default, or pin it to a specific teammate. Set who the list reports to and who gets nudged when critical steps finish.
Repeatable playbooks, triggered by how orders actually move
Save a task list as a template with default steps and assignment. Then let automations create a fresh list when an invoice or route hits key milestones-no manual copy paste on Friday afternoons.
Lifecycle triggers
Automations can watch invoices or routes and fire when:
Order created / reserved
Spin up a standard prep checklist the moment an invoice becomes a real order.
Marked loaded
Trigger warehouse or driver tasks when an order or route is marked loaded.
Marked delivered
Kick off on-site setup, strike, or customer follow-up lists after delivery.
Marked returned
Start inspection, cleaning, or restock workflows when gear is back.
Route loaded
Run a route-level checklist when the truck is ready to roll.
Recurring series
For work that resets on a cadence-facility walkthroughs, lot checks, preventative maintenance reminders-schedule a series from a template: daily, weekly, or monthly, with due-date offsets so lists land when your team can act on them.
AI-assisted lists
Describe the job in plain language and generate a starting checklist tuned to your operation-party, tent, AV, equipment rental, and more-then edit, save as a template, and reuse.
Notifications your team will actually see
Configure channels per event type-assignment, completions, approvals, due soon, and overdue-across email, SMS, and push so the right person is pinged without spamming the whole company.
- ✓ New assignment (email, SMS, push)
- ✓ Individual checklist items completed
- ✓ Whole list completed
- ✓ Approval requested / approved / rejected
- ✓ Due soon & overdue reminders
Why this isn't “just another task app”
Rental operations are sequential, physical, and deadline-driven. RentKit Tasks mirrors how orders move from quote to return-links work to real invoices and routes, proof maps to liability and quality, and automations fire on the same status changes your drivers and warehouse already update. That's the difference between a checklist your team trusts and one they ignore.
Put every load, delivery, and return on rails
Book a walkthrough to see Tasks with your workflows-templates, automations, and proof-in one system your warehouse and office already share.
Get a demo