Leaxio documentation
Step-by-step guides to run your rental business: rentals and quotes, inventory, payments and cash register, team, reports and settings.
Getting started
1 guideDaily operations
9 guides- RentalsCreate a rental, hand it out, receive it back and close it. Covers deposits, partial returns and late fees.Read guide
- QuotesCreate a rental or sale quote, share it by link, record the customer's response and convert it into a rental.Read guide
- CalendarSee pickups and returns by day, week or month, filter by status, product or branch and review the period load.Read guide
- Rental contractsSet up your tax details and terms, generate a rental contract and share it so your customer can sign it online.Read guide
- CustomersAdd customers one by one or import them from Excel or CSV, and skip duplicates by email.Read guide
- SalesRecord a sale step by step, charge with the method you choose, print the ticket and review the history.Read guide
- Payments and collectionsRecord full or partial payments, choose the payment method and check what you are owed in Payments and Collections.Read guide
- Expenses and purchasesRecord operating expenses and purchases so cash flow and net profit reflect everything, and decide whether they come out of the daily cash register.Read guide
- Daily operations and cash registerWork from the day's operations queue, open and close the cash register, record movements and review closing history.Read guide
Inventory and catalog
6 guides- Products and inventoryCreate products, import them from Excel or CSV, set rental and sale prices, and track your inventory.Read guide
- Scanner and labelsAdd products with a barcode reader or the camera, register your products' codes and print labels with a QR and a barcode.Read guide
- PackagesCombine several products into a bundle with its own price, see how much the customer saves and add it to rentals and quotes.Read guide
- MaintenanceSchedule preventive, corrective or inspection maintenance, control availability and close with the actual cost.Read guide
- Additional servicesBuild your catalog of extra charges (delivery, installation, insurance) and add them to rentals and quotes with the right pricing type.Read guide
- Public catalogShare each branch's catalog: your customers build a cart, pick dates and request a quote or message you on WhatsApp.Read guide
Business management
7 guides- Rental formsBuild forms to ask for extra data when renting (license, measurements, mileage), associate them with your products and see the answers on each rental.Read guide
- ReportsReview revenue, cash flow, top rented products, best customers, inventory utilization and profitability.Read guide
- Activity logSee who did what and when in your organization, filter by user, resource or date and export to CSV.Read guide
- NotificationsChoose which alerts you get (rentals due, payments, low stock) and through which channel: push, email or daily digest.Read guide
- Organization settingsTax details, branding, currency and taxes, daily cash register, late fees, bookings, business hours and your document terms.Read guide
- Team and permissionsInvite your team, understand the Owner, Admin and Employee roles, and create custom roles.Read guide
- Billing and plansTry it free for 14 days, activate or change your plan, download invoices and cancel any time.Read guide
AI agents
4 guides- AI agentsConnect Claude, ChatGPT, Gemini or others to Leaxio and ask about your business in plain language: what goes out today, who owes you money and which product is free.Read guide
- Connect your agentStep-by-step guide for Claude, ChatGPT, Gemini, other clients and MCP Inspector, with the most common errors and how to fix them.Read guide
- Security and privacyWhat an agent can see, what it never sees, how your customers' data is protected and how to revoke access.Read guide
- AI agents FAQQuick answers about plans, permissions, contact data, revocation and the limits of the AI agent connection.Read guide