The ERP is the web app the team works in every day: today's board, the driver's runs, what is coming back and what needs QC first, your own list, and the office's records of who paid and what is owed. It sits on top of RentalWorks and reads from it every few minutes. This guide gets you working in ten minutes; the User Manual has every step.
What it is, in one minute
- RentalWorks stays RentalWorks. Quotes, orders, contracts, scanning, invoices and POs are made there exactly as before. The ERP reads a copy and never changes it, with two exceptions only authorized people can use (making a job's invoice and recording the client's PO number from the job card).
- The ERP holds what RentalWorks has no place for: who is prepping a job, what is staged, the day's route, turnarounds, return decisions, notes, who paid, and the condition logs.
- It is live and shared. A tick, note or drag paints on your screen at once and reaches everyone else's within seconds. No reload, no refresh button to remember.
- You see what your role needs. Modules you cannot open are grayed in the menu; "view only" means look but do not change.
Sign in
- Open csla-board.pages.dev in Safari or Chrome, on a computer, iPad or phone. There is nothing to install.
- Enter the email on your roster profile and the password your Admin gave you. Press Sign in.
- Forgot the password? Ask an Admin for a new one; the ERP does not send email yet.
- On an iPad or phone, add the site to your home screen. You stay signed in on that device. Sign out when you hand a shared iPad to someone else.
Find your way around
- The header: the CSLA logo (one click returns you to today's board), the screen's title, the day with a calendar on the daily screens, the Updated just now pill (how fresh the RentalWorks data is; ⚠ offline when your device lost its connection), ↻ to refresh, and ☰ for the menu.
- The menu (☰): every module in three groups, then Admin (Admins only), ✉ Report a problem, My Profile, TV Mode and Sign out.
- The toolbar under the header is the same on every screen: the search box first ("Search this module…"), the filters beside it, the screen's buttons, and the count at the right. A lit filter clicked again turns off.
- Selecting rows opens a bar with the actions for them; Deselect is always its last button.
- Pop-ups close with ✕, Escape or a click outside; on a phone they fill the screen.
- My List is first in the menu: what other modules raised onto your name, your department's shared items and your own to-dos. Look at it first each morning.
- Something wrong? ☰ › Report a problem: say what happened. The report carries the screen you were on, so the owner sees what you saw.
Your first day, by department
Prep. Open the Daily Board. Your jobs are in Going Out with your name on the Tech pill. Set a job's Status pill (Confirmed!, Likely, Maybe…) and Job Type; watch the Staged pill fill as gear is scanned; open a job's Note to leave or read a message (type @ and a name to tag someone). When a body is contested between jobs, Allocation shows the lanes and you pick the barcode. Notices from QC ("QC'd and ready for job N") land on your My List. QC Loose Ends lists sub-rentals where a step was skipped; resolve yours.
Drivers. Open the Daily Driver. Stops are grouped by vendor, with pickups green and returns red. Tap a stop's checkbox when it is done, drag to reorder, tap the driver pill to claim a stop, ⧉ Copy route to text the route, ◉ Take photo for proof. "Still owed from earlier" shows misses from past days: mark each completed or ignore it.
QC. Start on Turnarounds: click your bench tab (Camera Tech, Lens Tech, Service Tech, General QC), read what has arrived and what is still out, and press ✓ Mark ready when a body is checked in and QC'd. Turn on the bell for the chime, then tap the page once. On the board's Returning side, click a job's Items chip to record what came back, what is missing and billable, and what is gone, and to flag a turnaround for an upcoming job. To Reconcile in RW gathers those decisions until they are matched in RentalWorks. Optical Logs and Camera Logs hold each lens's and camera body's condition history: scan a barcode to open it.
Service. Your lines are on the Service Tech tab of Turnarounds. Allocation shows a unit you have in repair as a warning so prep does not plan on it.
Rental agents. The board shows your jobs with your name on the Agent pill; set Status so the prep and QC techs know how likely a job is. Allocation › My jobs shows which of your jobs still need a sub-rental. Jobs is where who paid lives, CRM holds the client's file and sends the paperwork link, Agent Audits is the per-job close-out, and Reports answers what a model or unit has earned.
Accounting. Purchases / POs holds the purchase log and the PO repository, Accounting the bank and card lines and what goes to QuickBooks, and Consignment the consignor payouts. Everyone who buys things for CSLA logs it in Purchases, receipt attached.
Admins. Admin is the roster: people, departments, job roles, access presets, and who can sign in. Chapter 10 of the manual has the login steps.
What replaces what
| Before | Now |
|---|---|
| Turnarounds worked out by hand each morning | Turnarounds, compiled from the day's outgoing jobs and what is due back, routed to each bench |
| Return decisions kept in someone's head | The Return Status panel and To Reconcile in RW |
| Skipped sub-rental steps nobody counted | QC Loose Ends |
| Crew names typed on the board | Crew pills from the CRM |
| One Acrobat PDF per lens on an iPad, kept in Dropbox | Optical Logs and Camera Logs |
| The jobs Google Sheet, the only record of who paid | Jobs |
| Emailing a new client six PDFs and filing them by hand | The CRM paperwork link |
| The 2026 expenses Google Sheet; the vendor and consignor PO sheets | Purchases / POs |
| Categorizing bank lines in QuickBooks by hand | Accounting |
| Answering gear questions in SQL | Reports |
Six rules of the road
- Work in the ERP; leave RentalWorks as it is. Ticks, notes, flags and decisions live here. Orders, contracts, scans and invoices stay in RentalWorks. Do not enter the same thing in both.
- It is live. What you tick, everyone sees. What a teammate changes, you see within seconds.
- Unknown is not zero. A dash or a "?" means the ERP does not know yet, not that there is nothing.
- A lit filter, chip or tab clicked again turns off.
- If something looks wrong, report it from the menu rather than working around it. That is how it gets fixed.
- Sign out on shared devices. Every change is recorded under the signed-in name.
Where to go next
The User Manual (the link at the top of this page) has a chapter for each department with every step, the module list, a glossary, and troubleshooting. The version at the top of both documents changes whenever the ERP does.