This guide takes you from creating your account to your first rental.
If you prefer to see the product before signing up, you can open the public demo at app.leaxio.com/auth/demo: it uses sample data that resets every night.
Create your account
When you sign up, Leaxio asks for four things in a short wizard:
- Your business: the name and the link to your public catalog.
- Your branch: location and contact details of your main branch.
- Your plan: the plan you need. You can change it later from Settings.
- Review: confirm the information and get started.
Get to know the main screen
Once inside you will see the sidebar, organized into five groups:
| Group | What you find |
|---|---|
| Main | Dashboard, Daily and Calendar |
| Operations | Rentals, Quotes, Sales, Payments, Collections, Expenses and Customers |
| Inventory | Products, Packages, Categories, Maintenance and Services |
| Management | Reports, Profitability and Activity |
| System | Settings and Help |
Two other elements worth knowing:
- The search bar: find screens and sections without going through the menu.
- The New Rental button: always within reach. You also have shortcuts for a new quote or a new sale.
What you see in the menu depends on your permissions and your plan. If something is missing, ask your administrator to review your role (see Team and permissions).
The recommended order
To get everything ready without going in circles, follow this order:
- Load your products. They are the foundation of every rental. You can create them one by one or import many from Excel or CSV. See Products and inventory.
- Add your customers. You can also import them from a file. See Customers.
- Create your first rental. Choose the customer, the dates and the products, then confirm. See Rentals.
- Record the payment. Full or partial, from the rental or from Payments. See Payments and collections.
- Invite your team whenever you want to share the work. See Team and permissions.
What is next
Once you have the basics, explore the rest of the guides:
- Operations: Quotes, Calendar, Rental contracts, Sales, Expenses and purchases and Daily operations and cash register.
- Inventory: Packages, Maintenance, Additional services and Public catalog.
- Management: Reports, Activity log, Notifications and Organization settings.
Where to get help
Inside Leaxio, the Help section of the menu brings together short video tutorials, shortcuts based on your role and frequently asked questions. You can also rerun the welcome tour from there. Before writing, check the Frequently asked questions. If you need to talk to a person, write to soporte@leaxio.com.