Answer Rentman Quote and Invoice Questions on WhatsApp

Yes. AeroChat works directly with Rentman. It finds the client in Rentman, reads their quotes and invoices, and answers in the chat with the quote total and expiry date, or what has been paid and what is still due.

This recipe answers the questions your office hears every week, “what was the total on that quote?” and “is our invoice paid?”, without anyone opening Rentman to look. Part of connecting Rentman to WhatsApp and AI chat.

What happens today

A planner wants to sign off a quote but cannot find the PDF. A client’s finance team asks whether last month’s invoice was paid in full. Each question lands on WhatsApp, and someone in the office stops what they are doing, finds the client in Rentman, opens the quote or invoice and types the answer. After hours, the client waits until the next day.

The flow that works

AeroChat finds the client’s contact in Rentman by email or the phone number they are messaging from.
It reads their quotes or invoices and asks which one they mean if there is more than one.
For a quote, it replies with the quote number, the total including tax and the expiry date.
For an invoice, it replies with the invoice number, the due date, the amount paid and the balance still due.
For disputes or changes, it hands the conversation to your team.

What it looks like on WhatsApp

Customer: Can you remind me of the total on our quote for the product launch? I need to get it approved. (example)

AeroChat: Quote Q-2026-118 for the product launch is 6,850 including tax. It is valid until 28 November.

Customer: And is the invoice for the September roadshow fully paid?

AeroChat: Invoice 2026-0391 for the September roadshow is fully paid. Thank you.

In Rentman: nothing changes. AeroChat read the quote and the invoice after checking both belong to this client.

The recipe

Copy this into AeroChat

When a client asks about a quote or an invoice, follow these steps.

Search Rentman contacts by the phone number they are messaging from, or by the email they give. If you cannot find them, ask for their company name and email. If you still cannot find them, hand the conversation to our office team.

For a quote, read the quotes for their contact. If there is more than one recent quote, list them by project name and ask which one they mean. Reply with the quote number, the total including tax and the expiry date. If it has expired, say so and offer to ask our team for an updated quote.

For an invoice, read the invoices for their contact. Reply with the invoice number, the due date, how much has been paid and the balance still due. If it is fully paid, say so.

Check that every quote and invoice belongs to the contact messaging before you share anything.

Never share another client’s quotes or invoices. For questions about why an amount is charged, discounts or disputes, hand the conversation to our accounts team. Reply in the customer’s language.

Change who gets each kind of handover before you paste it.

What to connect

Rentman. A user goes to Configuration, then Account, then Integrations, connects the API and clicks Show token. Use a user whose role can read contacts, quotes and invoices, because the token can do what that role allows. Paste the token in when AeroChat asks.
Your knowledge base. Add your payment terms and how clients can pay, so AeroChat can answer the questions that follow.

After you paste the recipe, AeroChat builds the workflow as a draft and shows a checklist: connect Rentman, add your knowledge base if the recipe uses one, then switch it on. If it built the connection from Rentman’s public documentation, the checklist asks you to check it once against the current docs.

Using a different system? If it has a public API, it connects to AeroChat the same way: describe what you want, paste in its key, and it runs.

Can’t find your tool? Message us in the chat on this page and we’ll tell you how it connects.

What you still decide

Which quote and invoice details AeroChat shares.
How far back it looks for quotes and invoices.
Who gets the handover for disputes and changes.

The result to expect

Clients get quote totals, expiry dates and invoice balances straight from Rentman, at any hour. Your office stops looking up documents for every question, and quotes get approved sooner because the numbers are a message away.

Measure it with your own numbers: quote and invoice questions answered without a person, and the time from quote to confirmed project, for a month before and after.

Next: take equipment rental requests from WhatsApp into Rentman.

Works on every chat channel

This workflow runs the same way on WhatsApp, Instagram, Facebook Messenger, TikTok, Telegram, the chat on your website and email, with the same Rentman connection behind it. See what each channel does on the Rentman integration page.

Answer your first quote question from chat

Paste the recipe, add your Rentman token, and message your own number asking about one of your quotes.

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