CatRentalStore.

com
Customer Portal
User Guide

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 CatRentalStore.com Customer
Portal User Guide
This guide is to help customers get the most value out of the CatRentalStore.com customer portal.
The portal allows for easy access, management, and control over the customer’s equipment rentals.
This guide is also useful for dealer awareness and training for sales reps and counter personnel.
The following table of contents covers all the functions in the portal and how to use them both via
Web (Desktop) or Mobile (App). Just click on the title from the table of contents and it will take you
right to the instructions.
If you have any questions or need further assistance, please contact your local dealer.

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 Table of Contents

How do I…
Create an account and get access to the portal ................................................... 3
Log in to the App ................................................................................................ 8
Request a rental quote ..................................................................................... 10
View equipment currently on rent ..................................................................... 16
View equipment details ..................................................................................... 17
View invoices ................................................................................................... 20
View jobsites .................................................................................................... 22
Add a new jobsite ............................................................................................. 24
Switch equipment to another jobsite (Transfer) ................................................. 26
Request service for rented equipment .............................................................. 28
Extend a rental ................................................................................................. 32
End Rental (Call-Off) ......................................................................................... 34

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 Create an account and get access to the portal
To gain access to the Cat Rental Store customer portal, you’ll need to send a request in via the CatRentalStore.com
website at https://www.catrentalstore.com/en_US/home.html . Once there, hover over “My Account” on the top right
side and click on “Create Account”. Choose one of the dealers you do business with and click on it.
Please note that if you are already on a dealer CatRentalStore.com site (you can tell by the dealer logo in the top left
corner) you will not need select a dealer, it will automatically send your registration to the dealer’ site that you are in.

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 Choose between “Create Account” or “Register Existing Account”.
If you already have a Caterpillar account with parts.cat.com or my.cat.com, please select on “Register Existing
Account” and enter the appropriate information.
If this is the first time creating a Caterpillar account, please select “Create Account” and fill in the necessary
information. Your account request will be sent to the local dealer to get you set up.

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 After submitting the account request, you’ll receive the following confirmation.

You can also register for an account by downloading The Cat Rental Store App on your phone and clicking on
Register.
The steps of selecting your dealer are the same ones described above.

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 Once your account has been set up, you’ll receive a confirmation email that you now have access.
Be sure to store your username and password.

Doing business with multiple dealers?

Find other dealers in the locations tool from the top toolbar.

Once on the dealer’s site (double check the dealer logo in the top left corner)
click on “My Account”.

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 Under “My Data”, you will have an option to Register.
Click on “Register”, complete the form, and click “Submit”.

You will receive a new email confirmation from that dealer once your account is ready to use.
Do this for each dealer that you work with to have complete access to all your Cat Rental Store rentals.

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 Log in to the App
You now have access to the CatRentalStore.com customer portal (both Web and Mobile App).
To log in, go back to https://www.catrentalstore.com/en_US/home.html or open your app, and click “Sign In”.
Enter your username and password, then select “Log In”.

You will now be logged in with full access to your account.

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 On the Web version, under “My Account” you will see a Dashboard with all your information and data accesses. You
can set up your notifications preferences under “Notifications Settings”.

On the App version, you will see a Dashboard with a high-level overview of your rentals, activity, and information.
You can set up your notification preferences by clicking on the Notifications icon (bell) in the upper right corner and
then clicking on the Settings icon (gear).

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 Request a rental quote
To rent equipment on the Web, click on “Browse Equipment” and find the equipment you are looking for.

To rent equipment on the App, click on “Rent Equipment” in the main dashboard or “Rent” in the bottom menu and
find the equipment you are looking for.

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 Select the product line.

Then select the equipment type.

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 Then scroll thru the models to see your account specific rental rates.

Click on the Shopping Cart to add equipment to a request. On the Web, click on as many different shopping carts as
needed to get the equipment required.
On the App, to add more equipment, hit the back button, and then add new equipment. Repeat this process as many
times as necessary until you have added all the equipment needed.

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 Once you are ready to submit your rental request, click on the Shopping Cart icon on the top right side of your
screen.

Select your date range and continue with the request.

You can now select your jobsite, include a PO number, attachments and let the dealer know if you need
transportation or not.

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 When you are ready to submit, you have 2 options: “Get A Quote” or “Rent It Now”.
Get A Quote will trigger your local dealer to build a quote and return to you for approval. Once approved, the
equipment will be placed on rent according to the date requested.
Rent It Now will trigger your local dealer to place the equipment your requested on a rental agreement and
immediately schedule delivery or pick up with you.

Once you proceed with one of these options, you will get a confirmation that your request has been sent.
You’ll get notifications that your request is being handled and when it is complete.
Click on the notifications icon (bell), in the upper right corner, to get to the quote.

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 Click on the notification of the quote.
Then click on the yellow “View Quote” button. If you want to go ahead and start this rental, click on “Rent It Now”.

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 View equipment currently on rent
To view equipment you currently have on rent, click on the “Rentals” button in the dashboard or menu.

You will then see a list of the equipment you have on rent.
It will list the equipment type, the jobsite it’s on, the asset ID and the rental contract number.

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 View equipment details
To view equipment details, click the equipment you’d like to view. On the Web, you can click the Asset Name or ID.

You can now see the details of that equipment and submit different requests to your dealer. You can also see any
history of requests or interactions between you and the dealer around this specific equipment.

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 View rental contract details
To view the details of a rental contract within the App, click on the equipment. Then click on “Contract”.

On the Web, you can click directly on the Contract ID on the main rentals page. You can also find the main contracts
page by clicking on it in the My Account dashboard or hovering over the My Account menu.

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 You can now see the rental contract details.

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 View invoices
On the Web, you can find your invoices page by clicking on “Invoices” in the My Account dashboard or hovering over
the My Account menu.

Then you will see your invoice list. You can click on your Invoice ID to see additional details.

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 To view invoices on the App, after clicking on My Account, click on Invoices.

Then you will see your invoice list. You can click on your invoice ID to see additional details.

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 View jobsites
To view your jobsites on the App, click on “Jobsites” from the dashboard. On the Web, you can find your jobsites
page by clicking on it in the My Account dashboard or hovering over the My Account menu.

You will then see your jobsite list.

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 Clicking on a jobsite will bring up the details.

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 Add a new jobsite
If you are starting a new jobsite, you can add it on the Web, by going to your “Jobsites” page and clicking on “Add
Jobsite”.

After completing the necessary information, submit the new jobsite to the local dealer. You will receive a notification
when the new jobsite has been added to your account.

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 Through the App, to add a new jobsite, click on the “Jobsites” button in the bottom right corner of the dashboard.
At the bottom of the jobsite list, click on the “Add Jobsite” button.
Fill in all the necessary information for the new jobsite, then click on the yellow “Add Jobsite” button at the bottom.

You will receive notifications that your request is being handled and when it is complete.

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 Switch equipment to another jobsite (Transfer)
On the Web, you can move equipment to another jobsite (Transfer) by finding the equipment that you need to
transfer and selecting “Transfer” from the drop down “Take Action” column, or by going to the “Equipment Detail”
page and clicking on “Transfer”.

By clicking on “Transfer Rental”, you will see a pop-up window

where you can select a different jobsite from the drop down list of
all your current jobsites, select a date, transportation, add notes
and submit the request to your local dealer.

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 Through the App, to switch a piece of rental equipment from one jobsite to another, click on the “Transfer Jobsites”
button on the dashboard.
Fill in the necessary information: Current jobsite, equipment, new jobsite, the requested transfer date and if
transportation is needed.
When finished, click the yellow “Continue” button at the bottom.
You’ll then be able to review the request, if ready, click the yellow “Submit Request” button.

You will receive a message that the request has been submitted.
Another notification will be received when the request is being handled and once complete, you will see a final
notification of the scheduling.

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 Request service for rented equipment
On the Web, you can request service by finding the equipment that needs service from the “Rentals” page and
selecting service from the drop down “Take Action” column. You can also complete this action by going to the
“Equipment Detail” page and clicking on “Request Service”.

By clicking on “Request Service”, you will see a pop-up window

where you can add additional details, and submit the request to
your local dealer.

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 You can also request service for any piece of equipment you have on rent, through the App.
From the dashboard, click on “Request Service”.
Once in the service request, select the jobsite and the equipment.
Select if the equipment is working or not working.
Enter as much information as possible about what service is needed.
You can take pictures and add them to the service request. (Not required, but helpful!)

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 The service request should then look similar to this.

When finished, click on the yellow “Submit Request” button.

You’ll get the message that the service request has been submitted.

You’ll get notifications that your request is being handled, and when the service had been scheduled.

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 You may receive additional information or messages from your dealer throughout the service process.

The last message you receive will be that the service request has been completed.

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 Extend a rental
On the Web, you can Extend your rentals by finding the equipment that you need to extend and selecting “Extend”
from the drop down “Take Action” column, or by going to the “Equipment Detail” page and clicking on “Extend
Rental”.

By clicking on “Extend Rental”, you will see a pop-up window

where you can select a new estimated end date to extend your
rental to, add notes and submit the request to your local dealer.

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 Through the App, to extend an existing rental, click on the “Extend Rental” button from the main dashboard.
Fill in the necessary information: Jobsite, Equipment, and requested extend date, then click the yellow “Continue”
button at the bottom.
You’ll then be able to review the request, if ready, click the yellow “Submit Request” button.

You will receive a message that the request has been submitted.
You’ll also get a notification when the request is being handled. Then another when the request is finished.

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 End Rental (Call-Off)
On the Web, you can End a Rental (Call-off) by finding the equipment that you need to end on the “Rentals” page
and selecting “End” from the drop down “Take Action” column. You can also complete this action by going to the
“Equipment Detail” page and clicking “End Rental”.

By clicking on “End Rental”, you will see a pop-up window where you
can add additional details, select a date, transportation, add notes,
and submit the request to your local dealer.

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 Through the App, you can also End a Rental for any piece of equipment you have on rent.
From the dashboard, click on “End Rental”.
Then fill in the necessary information: Jobsite, Equipment, requested end date, and if transportation is needed.
You will see a review of the end rental request and can enter any additional notes necessary.
When finished, click on the yellow “Submit Request” button.

You will receive a message that the request has been submitted.
Once completed by the dealer, you’ll get confirmation that the end rental request has been handled.

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 For questions on these or other CatRentalStore.com Customer Portal features, please contact your local dealer.

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