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Dashboards - Additional (Customer-focused)

Welcome to Texada’s customer-focused dashboards for Rental Management, designed to give you enhanced visibility and control over your rental operations. From tracking equipment utilization to managing contracts, reservations, and beyond, these intuitive tools, provided in Texada Web, empower you to streamline workflows, increase efficiency, and deliver exceptional service to your customers!

  • Benefit to the User: Simplify your daily tasks with easy-to-use dashboards, saving you time and effort while providing clear, actionable insights.
  • Benefit to the Business: Boost your bottom line by improving asset utilization, minimizing downtime, and ensuring seamless communication across your team

The Spending Dashboard provides users with a powerful tool to monitor and manage customer activity. The Customer Dashboard offers detailed insights into spending patterns, helping businesses track transaction histories, identify high-value customers, and analyze trends over time. This feature enables informed decision-making, ensuring a better understanding of customer behavior while enhancing financial transparency and customer relationship management.

  • Benefit to the User: Easily access real-time data to stay ahead of customer needs and make smarter, quicker decisions.
  • Benefit to the Business: Strengthen customer loyalty by identifying high-value clients and tailoring services to meet their specific preferences, ultimately increasing revenue opportunities
Dashboard cust spending

This information dashboard focusing on rentals, provides real-time insights into active, upcoming, and past rentals, helping businesses track equipment usage, identify customer preferences, and manage rental agreements effectively. With detailed data at their fingertips, users can optimize rental operations, improve customer service, and make data-driven decisions to enhance efficiency and profitability.

  • Benefit to the User: Save time with a centralized platform that simplifies tracking and managing rental schedules, contracts, and customer interactions.
  • Benefit to the Business: Maximize fleet utilization by identifying underused equipment and reducing downtime, leading to increased revenue and a more efficient operation

The Invoices dashboard simplifies the management of customer billing and financial records. Users can access a centralized view of all invoices, including pending, paid, and overdue transactions. This functionality enables businesses to track payment statuses, send timely reminders, and maintain accurate financial records. With Texada Gateway, managing invoices becomes seamless, ensuring efficient cash flow and enhanced customer transparency.

  • Benefit to the User: Reduce administrative workload with automated invoice tracking and reminders, freeing up time to focus on other critical tasks.
  • Benefit to the Business: Improve cash flow by minimizing late payments and streamlining the billing process, ensuring consistent and predictable revenue.

The Texada Analytics Dashboard is a powerful tool that transforms raw data into actionable insights, giving you a complete overview of your business operations. By providing a centralized platform for analyzing revenue, repair metrics, accounts payable, and accounts receivable, these dashboards help you identify trends, optimize processes, and make data-driven decisions to improve efficiency and profitability.

They are segmented into: Revenue Metrics, Services Reports, and Accounting.

 

Revenue Metrics

  • Invoices: A high-level review of revenue and invoice metrics.
  • Invoices Breakdown: Segmenting revenue by class/group and customer.
  • Services: Revenue for services like delivery, pickup, fuel, etc.
  • Asset Location: Current asset location and status.
  • Average Rental Rates: Understanding if rentals are daily, weekly, or monthly and the allocation to each.
  • Average Rental Rate Breakdown: Drilling into the average rental rates by class/group.
  • Dollar and Time Utilization: Drilling into dollar and time utilization across time by class and group.

 

Services Reports

  • Work Order Overview: Work order summary over time and detail by parts, labor, service.
  • Work Order Breakdown: Work orders segmented by customer.
  • Work Order Compared to Revenue: Comparing rental revenue to repair cost by class, group, and product.

 

  • Accounts Receivable: Summary level by customer and age for receivables owing.
  • Accounts Receivable Breakdown: Detailed breakdown of receivables owing by customer and division.
  • Accounts Payable: Summary level by vendor and age for payables owing.
  • Accounts Payable Breakdown: Detailed breakdown of payables owing by vendor and division.
    • Benefit to the User: Empower users to make informed decisions with real-time, interactive data tailored to specific areas of operations like revenue, maintenance, and accounting.
    • Benefit to the Business: Improve efficiency across departments by identifying trends, optimizing processes, and ensuring better cost control for stronger financial performance.”
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