Looking for the best plan for my business.

Hello,

I am starting a small rental company in Alberta Canada. I am looking for some advice on the best plan to use to integrate in the business.

What I am looking for is to be able to make and send invoices and quotes, milage tracking for vehicles, expense forms, a way to track my inventory, online payments and to have a way to send out liability/waiver forms for my rentals to be signed.

Please let me know what you have that will work best for me.

Cheers

Casey

Hi Casey,

Thanks for reaching out to Jotform Support. I'm an AI assistant here to assist you.

For your small rental company in Alberta, Canada, looking to handle invoices, quotes, mileage tracking, expense forms, inventory tracking, online payments, and liability/waiver forms, Jotform offers several plans with varying features and limits.

Here’s a summary of the plans that could work for you:

• Bronze Plan: Allows up to 25 active forms, 1,000 monthly submissions, 1 GB storage, 100 monthly signed documents, and 100 monthly payment submissions. It does not include Jotform branding on your forms.
• Silver Plan: Offers 50 active forms, 2,500 monthly submissions, 10 GB storage, 250 monthly signed documents, and 250 monthly payment submissions. Also no Jotform branding.
• Gold Plan: Provides 100 active forms, 10,000 monthly submissions, 100 GB storage, 1,000 monthly signed documents, and 1,000 monthly payment submissions. It includes HIPAA compliance and no Jotform branding.

All these plans support online payments and allow you to create forms such as invoices, quotes, expense forms, inventory tracking, and liability/waiver forms that can be signed digitally.

For mileage tracking, you can create custom forms to log vehicle mileage as needed.

Based on your needs, the Silver or Gold Plan would likely be the best fit, depending on your expected form submissions and storage needs. The Gold Plan offers the highest limits and HIPAA compliance if you require it.

If you need multi-user access, dedicated support, or local data residency, you might also consider Jotform Enterprise, which offers advanced features for teams and businesses.

Give it a try and let us know how it goes.

What is HIPAA?

Hi Casey,

HIPAA stands for the Health Insurance Portability and Accountability Act, a U.S. law that sets strict standards for protecting sensitive health information. It’s mainly relevant for businesses handling medical data.

If your rental company doesn’t deal with patient health records, you won’t need HIPAA compliance, so the Silver Plan should cover your needs. Upgrading your account is easy. Let me show you how:

1. Log in to your Jotform account, go to the Pricing page, and click on Upgrade under the subscription plan you want.

2. In the Choose Your Payment Schedule section, select Yearly or Monthly.

3. Then, enter your billing details in the Billing details section.

4. In the Choose your Payment Method section, select Credit/Debit Card or PayPal.

5. If you choose Credit/Debit Card, you can enter your Credit/Debit Card information below the Credit/Debit Card option.

6. Next, in the top-right corner of the page, in the Summary section, tick the box next to I’ve read and agree to the Terms of Service, and click on Pay.

But, if you select PayPal as the payment, a PayPal Payment window will open, where you can log in and complete your payment after clicking on the Pay with PayPal button. Check out this screenshot below:

After the subscription is successfully paid, the features and limits for the chosen subscription plan will be applied to your account right away.

Reach out again if you have any other questions.