What High Stakes Pro does

High Stakes Pro runs a tent and event rental company in one place: the leads and quotes, the stock, the orders and payments, the trucks and crew, the team's time and the messages to clients. Everyone on the team signs in to the same system and sees what their role allows.

What it covers

• Sales. Leads from your website and the phone, quotes that check stock and price themselves, a link the client signs and pays on, and orders once they book. See Create a lead and Create a quote.
• Inventory. Products, kits and services, how many you own, what is out on which day, barcodes and labels, sub-rentals from other companies, and your trucks and trailers. See Inventory overview.
• Dispatch. Every delivery and pickup on a day, planned onto trucks, published to the crew, and run from the crew's phones. See Dispatch overview.
• The team. Employees and roles, the schedule, clocking in and out, timesheets and time off. See Employees.
• Messages. Your own mailbox inside the system, texts, and the automatic notes a client and the team get at each step. See The Inbox.
• Reports. Reports, dashboards, the profit on each job, and every renewal and filing the business has to keep up with. See Reports.

How it is laid out

The menu down the left side (the tabs along the bottom on a phone) holds your own place first: Home, Inbox, Tasks, Calendar, Notifications and Feed. Under it are Sales, Jobs, Inventory and More. What you see depends on your role, so a driver's menu is much shorter than an admin's. See Find your way around.

Your company, your rules

Tax, deposits, delivery prices, how far you deliver, your dropdown lists, your fields and your menu are all settings an admin changes, not things fixed in the system. A new company starts on plain defaults: a rate left at 0 is not applied and an empty list offers no choices. The setup guide walks you through the ones that matter first.

Good to know

• Nothing reaches a client until an admin switches client messages on. See Turn on client messages.
• Your data stays in your own system. You can export any list at any time. See Export your data.
• This help is written for High Stakes Pro. Where a feature is not in High Stakes Lite, its article says so.