Find Boxes Knowledge Base
Everything you need to manage your inventory, projects, custody, and clients — in one place.
Browse Topics
Inventory
Items, storage rooms, bundles, QR codes, and service history
🗂️Projects
Pull lists, check-out, expenses, tasks, notes, and client portal
📋Custody
Standalone custody lifecycle, room views, overdue tracking
💰Expenses
Project and general spending, categories, notes, and AI invoice scanning
📑Pull List Templates
Save and reuse equipment lists across projects
📊Reports
Verify, low count, overdue, usage reports, and audit log
📝Proposals
Quotes, invoices, Stripe payments, client signatures, and messaging
⚙️Settings
Users, permissions, branding, task templates, and billing
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About Find Boxes
What is Find Boxes?
Find Boxes is a rental and inventory management platform built for AV, staging, and event production companies. It tracks every physical piece of gear your organization owns, organizes it into projects, and handles the full lifecycle from pull list through check-in.
- Inventory — Catalog your gear by product type and track each individual unit with serial numbers, QR codes, and storage locations.
- Projects — Create events or installs with pull dates, team members, expenses, client notes, and a built-in task system.
- Custody — Reserve equipment for projects or standalone jobs and track check-out and check-in status in real time.
- Sub-rentals — Add gear rented from outside vendors directly to a project's pull list alongside your own inventory.
- Proposals — Send professional quotes and invoices, collect signatures, and accept payment through Stripe — all inside Find Boxes.
- Client Portal — Share a read-only project view with clients, including pull lists, files, order status, and a messaging channel.
- Reports — Spot discrepancies with the Verify report, track low stock, monitor overdue items, and export activity logs.
Key Concepts
Item vs. Item Unit — An item is a product in your catalog (e.g., "Panasonic PT-MZ10KLWU"). An item unit is a specific physical piece you own, with its own serial number and QR code. One item can have many units.
Custody — A custody record ties one or more item units to a date range. When the gear leaves the warehouse, it's checked out. When it comes back, it's checked in.
Projects vs. Standalone Custody — Most custody records belong to a project (an event or install). Standalone custody records exist for jobs that don't need the full project workflow.
Installation Projects — A special project type where equipment is considered permanently placed. Custody records on installation projects have no effective end date — the system holds them indefinitely.
Pull Date — The date equipment needs to leave the warehouse, which may differ from the event's start date.