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How to manage furniture rentals in Stageforce?
How to Manage Furniture Rentals and Extended Staging in Stageforce
Use Stageforce to track rented furniture, document what is installed at a property, calculate rental values, bill the client, and return each item to inventory when the rental ends.
This workflow works for:
- Furniture rented for an Airbnb or other short-term rental
- Model homes and furnished properties
- Long-term furniture rentals
- Staging projects that remain installed beyond the original contract period
Before you begin
Make sure:
- The furniture is entered in Inventory and assigned to the correct warehouse.
- Each item has a Rental Price or a Working Value that Stageforce can use to calculate its rental value.
- The client has a contact record in the CRM.
- Your Stripe account is connected under Settings → Payments if you plan to invoice through Stageforce.
1. Choose the correct project workflow
For an Airbnb or other furniture rental
Create a new project and select Inventory Rental as the Project Type.
Use the property name or address as the Project Name, then add:
- The client’s contact information
- The rental property address
- The installation date under Stage | Start Date
- The expected pickup date under Destage | End Date
- Any access instructions or rental notes
If your work also includes designing the property, you may use Design as the project type and Short-Term Rental as the project type detail instead.
For an extended staging project
Continue using the existing project rather than creating a duplicate.
1. Open the project.
2. Edit the project details.
3. Set Project Status to Staged.
4. Set Project Status Detail to Extended Staging.
5. Update the Contract End date.
6. In the project’s billing details, enter the applicable:
- Extended Staging Rate
- Extended Payment Due Date
- Extended Staging (Total)
7. Click Save.
Keep the furniture marked as staged until it is physically removed from the property.
2. Select the rental furniture
1. Open the project and select Rooms.
2. Choose the rooms included in the rental, or create custom rooms as needed.
3. Return to the project dashboard and open Shop.
4. Select a room from the shopping cart.
5. Search for and select the furniture assigned to that room.
6. Repeat the process for each room.
The selected furniture will appear under Move & Manage.
3. Track the furniture through installation
Use Move & Manage to update the inventory as it moves through the rental:
- Selected Products: Furniture reserved for the project
- Located for Staging: Furniture pulled or packed for delivery
- Staged Products: Furniture installed at the property
- Located for Destaging: Furniture identified or packed for pickup
- Destaged: Furniture returned to the warehouse
Updating these statuses keeps the item’s location and availability accurate.
4. Create a rental report
A project Rental Report provides a detailed record of the furniture connected to the rental.
1. Open the project.
2. Select Reports.
3. Set Type to Rental.
4. Set Status to Staged to show the furniture currently installed.
5. Choose how to organize the report under Group, such as Room or Primary Category.
6. Choose Tiles or Table under Layout.
7. Select Print Report to create a printable copy, or Copy Shareable Link to share the report electronically.
Review the report before sending it to the client. It can be used as an installation record, rental inventory list, or reference when calculating the agreed rental charge.
5. Invoice the client
Stageforce invoicing connects with Stripe.
1. Open the client’s contact record in the CRM.
2. Find the Invoices section.
3. Click New Invoice.
4. Complete the invoice form:
- Billing Contact
- Invoice Total
- Convenience Fee Percentage, if applicable
- Days Until Due
- Invoice Title
- Invoice Description
[3:35 PM]- Collect Tax Automatically, when appropriate
Use a clear title such as:
- “Furniture Rental: Oak Street Airbnb”
- “September Extended Staging”
- “Monthly Furniture Rental: Model Home”
For a one-time or fixed rental period
Leave Recurring Monthly Billing turned off. Stageforce will create a standard invoice for that charge.
For an ongoing monthly rental
Turn on Recurring Monthly Billing. This creates a Stripe subscription and bills the client on the same date each month until the subscription is canceled.
If the client already has a card on file, you can turn on Automatically Charge Card on File. If no card is available, Stripe will email the invoice to the client for payment.
Click Save & Send Invoice when the invoice is ready.
6. End the rental and return the furniture
When the rental or extended stage ends:
1. Open the project’s Move & Manage section.
2. Move the installed items to Located for Destaging when they are ready for pickup.
3. After the furniture is physically returned, select the items and use Destage to Warehouse.
4. Choose the correct warehouse and section.
5. Confirm the move.
6. Close or complete the project after verifying that all furniture has been returned.
Using Destage to Warehouse is important. It updates each item’s location and makes the furniture available for future projects.
Confirm that the rental is complete
Before closing the project, verify that:
- The correct furniture appears on the project’s Rental Report.
- Installed furniture remains marked Staged during the rental.
- Extended staging dates and charges are recorded on the project.
- The client’s invoices show the correct payment status.
- Any recurring invoice has been canceled after the final billing period.
- Returned furniture appears in the correct warehouse and is available for another project.
Use Stageforce to track rented furniture, document what is installed at a property, calculate rental values, bill the client, and return each item to inventory when the rental ends.
This workflow works for:
- Furniture rented for an Airbnb or other short-term rental
- Model homes and furnished properties
- Long-term furniture rentals
- Staging projects that remain installed beyond the original contract period
Before you begin
Make sure:
- The furniture is entered in Inventory and assigned to the correct warehouse.
- Each item has a Rental Price or a Working Value that Stageforce can use to calculate its rental value.
- The client has a contact record in the CRM.
- Your Stripe account is connected under Settings → Payments if you plan to invoice through Stageforce.
1. Choose the correct project workflow
For an Airbnb or other furniture rental
Create a new project and select Inventory Rental as the Project Type.
Use the property name or address as the Project Name, then add:
- The client’s contact information
- The rental property address
- The installation date under Stage | Start Date
- The expected pickup date under Destage | End Date
- Any access instructions or rental notes
If your work also includes designing the property, you may use Design as the project type and Short-Term Rental as the project type detail instead.
For an extended staging project
Continue using the existing project rather than creating a duplicate.
1. Open the project.
2. Edit the project details.
3. Set Project Status to Staged.
4. Set Project Status Detail to Extended Staging.
5. Update the Contract End date.
6. In the project’s billing details, enter the applicable:
- Extended Staging Rate
- Extended Payment Due Date
- Extended Staging (Total)
7. Click Save.
Keep the furniture marked as staged until it is physically removed from the property.
2. Select the rental furniture
1. Open the project and select Rooms.
2. Choose the rooms included in the rental, or create custom rooms as needed.
3. Return to the project dashboard and open Shop.
4. Select a room from the shopping cart.
5. Search for and select the furniture assigned to that room.
6. Repeat the process for each room.
The selected furniture will appear under Move & Manage.
3. Track the furniture through installation
Use Move & Manage to update the inventory as it moves through the rental:
- Selected Products: Furniture reserved for the project
- Located for Staging: Furniture pulled or packed for delivery
- Staged Products: Furniture installed at the property
- Located for Destaging: Furniture identified or packed for pickup
- Destaged: Furniture returned to the warehouse
Updating these statuses keeps the item’s location and availability accurate.
4. Create a rental report
A project Rental Report provides a detailed record of the furniture connected to the rental.
1. Open the project.
2. Select Reports.
3. Set Type to Rental.
4. Set Status to Staged to show the furniture currently installed.
5. Choose how to organize the report under Group, such as Room or Primary Category.
6. Choose Tiles or Table under Layout.
7. Select Print Report to create a printable copy, or Copy Shareable Link to share the report electronically.
Review the report before sending it to the client. It can be used as an installation record, rental inventory list, or reference when calculating the agreed rental charge.
5. Invoice the client
Stageforce invoicing connects with Stripe.
1. Open the client’s contact record in the CRM.
2. Find the Invoices section.
3. Click New Invoice.
4. Complete the invoice form:
- Billing Contact
- Invoice Total
- Convenience Fee Percentage, if applicable
- Days Until Due
- Invoice Title
- Invoice Description
[3:35 PM]- Collect Tax Automatically, when appropriate
Use a clear title such as:
- “Furniture Rental: Oak Street Airbnb”
- “September Extended Staging”
- “Monthly Furniture Rental: Model Home”
For a one-time or fixed rental period
Leave Recurring Monthly Billing turned off. Stageforce will create a standard invoice for that charge.
For an ongoing monthly rental
Turn on Recurring Monthly Billing. This creates a Stripe subscription and bills the client on the same date each month until the subscription is canceled.
If the client already has a card on file, you can turn on Automatically Charge Card on File. If no card is available, Stripe will email the invoice to the client for payment.
Click Save & Send Invoice when the invoice is ready.
*Before ending a recurring rental, make sure the final rental period has been billed. Then open the recurring invoice and select Void Invoice to cancel the Stripe subscription.
6. End the rental and return the furniture
When the rental or extended stage ends:
1. Open the project’s Move & Manage section.
2. Move the installed items to Located for Destaging when they are ready for pickup.
3. After the furniture is physically returned, select the items and use Destage to Warehouse.
4. Choose the correct warehouse and section.
5. Confirm the move.
6. Close or complete the project after verifying that all furniture has been returned.
Using Destage to Warehouse is important. It updates each item’s location and makes the furniture available for future projects.
Confirm that the rental is complete
Before closing the project, verify that:
- The correct furniture appears on the project’s Rental Report.
- Installed furniture remains marked Staged during the rental.
- Extended staging dates and charges are recorded on the project.
- The client’s invoices show the correct payment status.
- Any recurring invoice has been canceled after the final billing period.
- Returned furniture appears in the correct warehouse and is available for another project.