Configure Cloud (share with team)

Use Firebase (free) to sync data in real-time across all your team members.
📖 How to create your Firebase (5 min)
  1. Acesse console.firebase.google.com and click Add project
  2. Pick a name (e.g., "rentx-orcamento") → pule Analytics → Create
  3. On the project page, click the icon </> (Web app) → register the app with any name
  4. Copy the firebaseConfig object shown (the entire JSON with apiKey, authDomain, etc.)
  5. No menu lateral: Authentication → Get started → enable Email/Password
  6. No menu lateral: Firestore Database → Create database → Start in production mode → choose region (us-east1 for US)
  7. In Firestore → Rules, replace with:
    rules_version='2';
    service cloud.firestore {
     match /databases/{database}/documents {
      match /{doc=**} { allow read,write: if request.auth!=null; }
    }}
    → Publish
  8. Cola o JSON do firebaseConfig abaixo e clica Conectar
Skip setup and use local mode (no sharing)

Access ao sistema

Quote system for car rental businesses
☁️ Cloud sync active — data shared with your team
Restricted access — accounts created by admin
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Quote System

Car Rental
?
Overview
Work
Manage
Setup
Welcome back
Today
Upcoming pickups0
Upcoming returns0
Open charges — awaiting payment0

Completed rentals with balance open (charges already logged, waiting for customer to pay).

⚠ Waiting Charges — pending extras after check-out 0

Reservas finalizadas aguardando lançamento de gasolina, pedágios, dano, limpeza ou outros extras. Se a reserva não teve nada extra pra cobrar, clique em "✓ Sem cobranças extras" pra retirar da lista.

Online bookings — needs review 0

Reservations submitted through your public website. Review each one, then Confirm to block the car or Cancel to reject.

WhatsApp reminders — send today 0

Pre-written messages for pickups, returns and open balances. Click Send to open WhatsApp with the text ready — no auto-send (which would risk your number). Skip hides it until tomorrow. Edit templates in Settings → Payments & Contracts → WhatsApp templates.

🛣 Toll billing details — awaiting upload, pending, settled (clique pra expandir)
🛣 Awaiting toll upload0

Returned rentals still without a toll CSV imported.

🛣 Tolls pending payment0

Tolls charged but customer balance still open.

🛣 Tolls settled0

Toll charges fully paid by the customer.

Recent quotes
Top vehicles (this month)

1. Customer

2. Dates & Locations

Override fee ($):
Override fee ($):

3. Select Vehicles (up to 4 to compare)

4. Extras opcionais

5. Active Promotions

6. Taxes & Discounts

7. Payment (BRL)

Summary

Select a vehicle to see the summary.

Rental Voucher — Select a vehicle from the quote to generate the acceptance voucher.

Create a quote first, then select the accepted vehicle above.

Rental Contract

—

Quotes per month (last 6 months)

Salespeople — quotes vs sales

Vehicles — most quoted vs most sold

Commissions owed

Based on confirmed sales × commission % set in Settings.

Most requested categories

Most used pickup locations

Payment status (last 20 quotes)

Quote History (0 saved)

Rental Control (0)

Active and scheduled rentals. Check-in when the customer picks up, check-out when they return. Add extra charges (gas, tolls, fines) and send payment links directly.

Customers (0)

Rental report (0)

Financial parameters salvo ✓

Company details (shown on all documents)

Glin Pay Integration (rate & installments)

When enabled, fetches USD/BRL rate and PIX/card/installment values directly from the Glin API (exact amounts the customer will pay). When disabled, uses local formulas with the central bank rate.

Status: off

Stripe Integration (USD charges)

Best for US customers. Stripe charges ~2.9% + $0.30 per transaction. Use TEST keys first to validate before going production.

📖 How to set it up step by step (5 min)

1. Create Stripe account

  1. Go to dashboard.stripe.com/register
  2. Create an account (email + password). Lands in TEST mode

2. Get the Secret Key (TEST mode)

  1. In the dashboard, sidebar: Developers → API keys
  2. Find "Secret key" → click "Reveal test key"
  3. Copy the full string (starts with sk_test_)
  4. Paste here in the "Secret Key" field → switch Enable to "On" → click outside to save
  5. Click "Test Stripe connection" → should show ✓ connected

3. Test a payment

  1. Create a quote → Preview → on the vehicle card a button appears 💳 Stripe (USD)
  2. Click → generates the link → opens in a tab
  3. Use test card: 4242 4242 4242 4242, expiry 12/30, CVC 123
  4. Confirm the payment → success screen
  5. Back in dashboard.stripe.com → Payments → see your test payment there

4. (Optional) Webhook for auto status updates

  1. Stripe: Developers → Webhooks → Add endpoint
  2. URL: https://app.hostquotepro.com/.netlify/functions/stripe-webhook
  3. Events to listen for (click "Select events"):
    • checkout.session.completed
    • checkout.session.expired
    • checkout.session.async_payment_succeeded
    • checkout.session.async_payment_failed
  4. Create → copy the Signing secret (starts with whsec_)
  5. Go to Netlify → Project configuration → Environment variables:
    • Add STRIPE_WEBHOOK_SECRET = (the whsec)
    • Add STRIPE_SECRET_KEY = (the same sk_test or sk_live)
  6. In Deploys, click "Retry deploy" on the last one to load env vars
  7. Done. Payment status updates automatically on the system Dashboard.

5. Migrating to production

  1. In Stripe, complete Activate account (requires EIN, banking details, etc.)
  2. At the top of the dashboard, flip the toggle from Test → Live mode
  3. Grab the Live Secret Key (sk_live_) under Developers → API keys
  4. Here in the system: switch Mode to "Live" + paste the sk_live
  5. Create a NEW webhook in Live mode (same URL), copy the new whsec and update on Netlify
  6. Done. Now it charges for real.

💡 Useful test cards

  • 4242 4242 4242 4242 — approved
  • 4000 0000 0000 0002 — declined (card declined)
  • 4000 0000 0000 9995 — insufficient funds
  • 4000 0027 6000 3184 — requires 3D Secure

More options: docs.stripe.com/testing

Status: off
⚙️ DocuSign Integration (off — configure only if needed)

The system currently generates voucher/contract PDFs with a signature area in the footer for printing or digital signature in any PDF reader. To enable DocuSign, paste the PowerForm URLs here.

Contract Templates

Create as many templates as needed (standard, monthly, corporate, etc). In the Contract tab you pick which one to use per quote.

📖 Available template variables
Company: {company_name} {company_address} {company_phone} {company_email} {company_website} {company_instagram} {company_registration}
Customer: {client_name} {client_contact}
Vehicle: {car_name} {car_year} {car_plate} {car_category}
Period: {pickup_date} {return_date} {pickup_location} {return_location} {days}
Values: {daily} {subtotal} {taxes} {total_usd} {total_brl} {payment_method}
Dynamic (lists): {extras_list} {extras_total} {included_items} {promos_applied} {delivery_fees} {delivery_fees_total}
Other: {date}

Toll accounts (E-Pass / SunPass)

Link each toll account number or transponder ID to a vehicle. Then any CSV you import auto-fills the tolls per rental without you having to pick the car.

WhatsApp templates

Messages the system pre-fills for pickup reminders, returns and open balances (shown on the Home → WhatsApp reminders card). Variables: {name} {car} {pickupTime} {pickupLoc} {returnTime} {returnLoc} {balance} {paymentLink} {company}. Leave blank to use the default English text.

WhatsApp message library

Ready-to-use snippets covering the whole customer journey — sales, pre-check-in, per-location pickup instructions, on-trip support, return, post-sale. When a pickup/return location has one of these snippets linked (in Settings → Extras & Locations), the daily reminder card uses that snippet's text instead of the generic template. Edit any snippet below to override its default. Extra variables available: {pickupDate} {returnDate} {paymentMethod}.

Matches location names to snippets (MCO → Terminal A, Sanford → SFB, etc). Safe to re-run.

Package — items included in the quote

One item per line. Shown as a highlight on the quote and voucher.

Promotions / Actions

Actions the operator activates in one click. Check extras that become free. Use comma-separated IDs.

Available extra IDs:

Account & Billing

Loading…

Opens Stripe Customer Portal where you can change plan, update card, view invoices, or cancel.

Rental extra charges (catalog)

Charges you may add during check-out (gas, tolls, fines, mileage overage, cleaning, etc). Use them in Rentals → Check-out → Add extra charge.

Public catalog link

Share this read-only URL with customers. Shows your fleet, photos, categories, prices and contact info — no login required.

Public website (white-label) Scale plan

Full white-label booking website — your colors, logo, hero image and about text. Public URL: —

Available on the Scale plan ($129/mo). Upgrade to unlock.

Logo, company name, phone, address and email come from Settings → Business → Company details (shared).

Catalog manager

Pick which cars appear on the public catalog and in what order. Featured cars show first, with a highlight badge.

Feature catalog

Master list of vehicle features (Bluetooth, CarPlay, sunroof…). When you edit a car, you'll tick the ones it has and they show as chips on the public website.

Auto-fill descriptions & features

Fills a friendly description and ticks typical features on every car based on its category, seats and transmission. Use once when setting up a new fleet, or after adding a batch of new cars.

Tip: "Fill empty" is safe — it won't touch cars you already customized. "Regenerate all" overwrites your edits.

Commissions

Set a commission % per salesperson and per referrer. Commissions are calculated from confirmed sales in the Dashboard.

Salesperson commissions

Empty = uses default. Populated automatically from users in "System users".

Referrers / Partners

People who bring bookings to you (agents, hotels, drivers). Choose one when saving a quote.

System users

Visible to Admin only. Add salespeople for shared access.

☁️ Cloud Sync

⚙ Advanced: Multi-tenant / Migration

Current workspace: —

If you just upgraded to the SaaS multi-tenant structure, click below to force data migration (in case auto-migration didn't run). Operation is safe — copies, doesn't delete.


        

Categorys de Vehicles

Edit a name (auto-renames in all cars) or create new ones. When adding a car you pick one from the list. — não precisa mais digitar.

Seasonal Pricing

Define seasons with adjusted prices (summer, holidays, low season). The system applies them automatically based on quote dates, day by day. Multiplier 1.0 = no adjustment. 1.3 = +30%. 0.85 = -15%. Year-end-spanning periods (Dec→Jan) are supported.

Vehicles (0)

Photo
Model
Category
Ano
Placa
Min $
Max $
Daily $

Extras

Name
Price (USD)
Per day?

Pickup locations

Name
Fee (USD)

Return locations

Name
Fee (USD)

Reset / Export