The second wave of improvements has come to Contracts 2.0 in Texada Web! Read on to learn more about product exchanges and substitutions, the availability calendar, user-defined fields, and more!
Introduction
In April 2023, Texada launched Contracts 2.0 for Texada Web - a new way of creating and managing rental contracts featuring a sleek, modern user interface. We are now pleased to announce that a second wave of improvements is coming to Contracts 2.0, unlocking new workflows and bringing quality of life improvements to the Contracts module!
What’s New
In the original Contracts 2.0 release, we focused on features essential to convenient Contract creation, such as improved Asset searching capabilities, support for Product kits, and the ability to create new Customers directly from the Contracts module. In this release, we are introducing keystone features such as Product exchanges and substitutions, as well as quality-of-life features that add flexibility and customizability to the Contracts module. Keep reading to learn more!
Product Exchanges
Product exchanges have come to Texada Web! Exchanges allow you to quickly swap one Product on an existing Contract with another.
To perform an exchange, open the Contract you would like to edit and click the three vertical dots next to a Product in the Products tab. Select “Exchange” to open the Product Exchange window. You can select a new Product to replace the original, enter meter information, select a return location and a date/time out for the new Product, indicate who requested the exchange, and leave additional comments.
Check the “Create Exchange Tickets” checkbox to instantly generate two Tickets: a Pickup Ticket for the original Product and a Delivery Ticket for the replacement Product.
Substitutions
In addition to Product exchanges, Texada Web now supports substitutions! Substitutions are similar to exchanges in that they allow you to swap one Product on a Contract for another; however, a substitution takes place at the time of fulfillment.
When you attempt to add an unavailable Product to a Contract, a message will appear asking if you would like to substitute the selected Product for another. Click “Confirm” to open the Product Substitution window. This allows you to select a similar or better Product, set a rental rate, select a reason for the substitution and leave additional comments.
Substitutions are tracked by the system and can be viewed from the Edit Contract screen. Use this feature to keep track of which Products your customers are requesting and which Products they have been substituted with.
Availability Calendar
An availability calendar feature has been added for Products on the Create / Edit Contract screens. This feature allows you to easily check and compare Product availability in a visual way.
Availability calendars can be viewed in two different ways:
- When searching for Products to add to a Contract, click the calendar icon under “Availability”.
- To view the availability of a Product that has already been added to a Contract, click the three vertical dots next to it in the Products tab and select “Availability Calendar”.
Select a Product from the list on the right side of the window to view its availability. You can also toggle the “Show Group Availability” checkbox in the bottom-right corner of the window to view availability for a whole Product Group at once.
Days on which the selected Product or Group is available are highlighted in green, while unavailable days are highlighted in red. To establish a rental period, click on the desired start date, then on the desired end date. Click “Confirm” to save your changes.
User-Defined Fields
A “Custom Fields” screen has been added under Company Settings. This new screen allows you to define custom fields for use with Contracts! Support for additional document types will be added in future releases.
Click the “Add New” button 
- Text: Accepts a string of unformatted text.
- Number: Accepts a number. Options allow you to select a maximum number of digits and decimal places.
- Dropdown: Allows the User to select a single option from a drop-down list. Supports up to 20 different options.
- Multiselect: Allows the user to select multiple options from a list. Supports up to 20 different options.
- Currency: A specialized number field that accepts an amount of currency.
Check the “Make Mandatory” checkbox to make the field required when creating or editing a Contract. Click the “Save” button 
Custom fields will appear at the bottom of the Contract Info panel on the Create / Edit Contract screen. Mandatory fields will be marked with a red asterisk 
Draft Contracts
The ability to create draft Contracts has been added to Texada Web! Draft Contracts allow you to capture all the details of a Contract without affecting the availability of your Assets.
On the Create Contract screen, click the down arrow next to the “Create Contract” button to display the “Save Draft” button 
Draft Contracts can be reviewed via the new Draft List page, located under “Contracts” in the left navigation menu. Resume editing a draft Contract at any time, then either save it as a draft or convert it to an active Contract.
Off Rentals
It is now possible to mark a Product on a Contract as Off Rent in Texada Web. This feature can be used to pause billing on a Product in the case that the client is unable to make use of it for part of the rental period. This helps you cultivate customer goodwill and gives you an easy way to pause and resume billing on a Contract without closing and reopening it.
To set a Product as off rent, open the Contract you’d like to edit and click the three vertical dots next to the Product in the Products tab. Select “Off Rent” to open the Off Rent window, where you can select a range of dates and add comments. Click “Approve Off Rent” to save your changes and pause billing on the Product for the dates selected.
For Products that have previously been placed off rent, the Off Rent window will contain a history section where past off rental periods can be reviewed and edited.
And More
We’re still just getting started! Our goal is to make Texada Web the ultimate rental contract management solution, and more improvements will be coming soon!