Managing Renters

Renters are your contacts — the people or organizations who borrow items from your inventory. Stockaj provides a full contact management system to track renter details and history.

Renters List

Navigate to Contacts → Renters to view all contacts in your workspace.

Screenshot needed

screenshot-renters-list.png — The renters list view with search, filters, and action buttons.

Search & Filter

• Search — Find renters by name, email, company, or external ID
• Tags — Filter by assigned tags
• Sort — Sort by name, date created, or activity

Creating a Renter

1. Go to Contacts → Renters and click + New Renter.
2. Fill in the details:

Field	Required	Description
Name	Yes	Full name of the renter
Email	No	Email address
Phone	No	Phone number
Mobile	No	Mobile phone number
Company Name	No	Organization name
Company Position	No	Job title or role
External ID	No	ID from an external system (must be unique)
Description	No	Notes about this renter
Tags	No	Assign tags for categorization

3. Click Create.

tip

You can also create renters on the fly while creating a rental — no need to navigate away.

Renter Dashboard

Click on a renter to view their complete profile.

Screenshot needed

screenshot-renter-dashboard.png — The renter dashboard showing contact details, rental history, and activity.

The dashboard includes:

• Contact Details — All personal and company information
• Rental History — All past and current rentals for this renter
• Tags — Applied tags
• Activity — Recent changes and interactions

Addresses

Manage renter addresses under Contacts → Addresses. Addresses can be linked to renters and used for delivery information.

Screenshot needed

screenshot-addresses.png — The addresses management page.

Importing Renters

Bulk-import renters from a spreadsheet:

1. Go to Contacts → Renters and click Import.
2. Upload your CSV or Excel file.
3. Use the Import Wizard to map columns.
4. Review and click Import.

Exporting Renters

1. From the renters list, click Export.
2. Choose CSV or Excel format.
3. The file downloads with all renter data.

Mail Merge (Bulk Email)

info

Mail Merge is available on Starter plans and above and is restricted to Owner and Admin roles.

Send bulk emails to groups of renters:

1. Navigate to Contacts → Mail Merge.
2. Select recipients (by tag, individual selection, or search).
3. Compose your message.
4. Preview and send.

Screenshot needed

screenshot-mail-merge.png — The mail merge interface showing recipient selection and email composer.

Rate Limits

Mail merge has rate limits based on your plan:

Plan	Per Minute	Per Day	Max Recipients
Free	—	—	—
Starter	30	1,000	200
Professional	60	5,000	500
Enterprise	Unlimited	Unlimited	Unlimited

Deleting & Restoring Renters

• Delete — Renters are soft-deleted and can be restored.
• Restore — Access trashed renters via filters and click Restore.

Generating Renter PDF

You can export a renter's profile and rental history as a PDF document from their dashboard.