Heavy equipment rentals happen in the dirt, out of the back of a pickup truck, on a sprawling five-mile job site.
For years, our software has been trying to bridge the gap between your office and your customers’ job site. And with our latest release, we’ve finally closed that gap.
Job-Site Intelligence
Let’s talk about how the rental division at your dealership actually makes money.
It’s not just about a corporate account record. It’s about the physical job site. When a major project breaks ground in your territory, it represents a massive revenue opportunity spanning heavy rents, temporary power, and rental services.
But tracking that temporary physical location has always been a mess.
Rental reps have historically been forced into frustrating workarounds: creating fake prospect accounts, maintaining messy Excel trackers, or dropping pins on third-party software saved only to his/her phone.
We are replacing those scattered workarounds with a native job-site intelligence layer built directly into Texada Equipment CRM.
You can now manage your revenue exactly how it operates in the real world: around construction projects, temporary sites, multiple contractors, equipment deployments, and cross-divisional opportunities.
The Reality of the Field
The construction economy is undergoing a massive shift toward rental, service, and temporary project-based equipment demand.
Between massive infrastructure investments and the data center boom driving temporary power needs, contractors are renting more and buying less to avoid capital risk.
Forcing an outside equipment rep into an account-first structure means they end up fabricating “fake accounts” just to log a physical coordinate. This completely pollutes your data quality and breaks your reporting.
We didn’t want to sit in an ivory tower guessing what you needed. We went out into the field, did the ride-alongs with rental reps, and saw the friction firsthand which drove how we designed this new functionality.
The Opportunity at Hand
In equipment rental, sometimes if you’re not first, you’ve lost the deal.
Using Texada’s integration with the Dodge Construction Network, both your back office teams and your field reps can identify job sites in their territory ASAP.
The rental opportunity for a given project is estimated to be 2% of the project’s valuation. With all open rentals deals associated with the project record, you can see if there’s more opportunity still on the table.
Cleaner data and better insights. That’s the power of a project-centric approach, and that’s how you drive rental growth.
What You Can Do Now
Our web-first release is in your sandbox environment right now!
For CRM admins, we are running an interactive workshop to help you set everything up so when the feature goes live in mid-July, your team will be able to start extracting value from day one.
Here is exactly what you can expect from this release:
- Eliminate Manual Entry: Tap directly into our Dodge Project integration to easily pull in project records including their locations to save your outside reps from manual typing.
- Visualize Total Revenue Potentials: Look at the top of your dashboard to see real-time revenue totals, automatically calculating won revenue versus open pipeline opportunities.
- Map Complex Site Networks: Effortlessly link general contractors, subcontractors, and specific contacts to a single project, assigning custom roles that match your dealership’s workflow.
- Track Equipment on Site: Associate both rented and customer-owned equipment directly with the project record so everyone knows exactly what iron is currently deployed on the ground.
- Centralize Site Intelligence: Log shared notes, upload files (like subcontractor list photos), and apply configurable tags to keep your teams perfectly aligned.
What’s Next
This web release is just our first step.
We know that outside reps live in their trucks, which is why we are already working on optimized mobile and iPad workflows to bring fast, practical job-site tracking directly into the field. This feature will be dropping in August– stay tuned for more details!
Projects in CRM is included out of the box for all TexadaOne customers, so if you’re on Core, Pro, or Enterprise, you’ll have access to this completely free of charge!
For those not on TexadaOne yet, you’ll still be able to configure Projects in your sandbox environment, but won’t have access to it in production.
It’s time to stop tracking projects in fake prospect accounts and start turning your job sites into true growth engines.
