The main menu was carefully designed with the user in mind, combining clean visuals, intuitive navigation, and a highly organized structure. Expandable folders group related functions seamlessly, keeping the interface clutter-free while ensuring quick access to key features like fleet tracking, customer management, and rental scheduling.
Every detail, from layout to functionality, was crafted to make daily operations as simple and efficient as possible.
The main menu was carefully designed with the user in mind, with 3 key sectioned areas with each combining clean visuals, intuitive navigation, and a highly organized structure.
Every detail, from layout to functionality, was crafted to make daily operations as simple and efficient as possible.
Streamlining Navigation: The large, clear buttons make it simple for users to quickly access key modules without digging through nested menus. This cuts down on navigation time, letting users focus on their main tasks.
Role-Based Access: The displayed buttons are based on the user’s security settings, so each user only sees options relevant to their role. This reduces clutter and ensures users aren’t exposed to unnecessary or sensitive features.
Task Efficiency: By offering direct access to frequently used functions like rental contracts, customer management, and inventory control, users can handle routine tasks more efficiently. This is crucial in busy environments where quick access enhances response times.
Reduced Learning Curve: The visual layout of large, labeled buttons helps users quickly familiarize themselves with the system, making it ideal for onboarding new or temporary staff.
Enhanced Productivity: Users can swiftly switch between functions without needing to remember specific codes, which helps them stay organized, reduces errors, and boosts workflow efficiency.
Lets now review the most referenced area of the rental management solution, which is the core functions, shown on the left of the main menu. This is the first key section of the main menu.
Access financial functions, such as creating invoices, processing payments, and reviewing customer account balances.
Efficiently manages vendor invoices and payments, ensuring timely settlements and accurate financial records.
Maintains a detailed record of all financial transactions, supporting accurate financial reporting and compliance.
Manage customer profiles, update contact information, review transaction histories, and handle customer-specific pricing and preferences.
Streamlines rental transactions with real-time inventory tracking and contract management, enhancing customer service and operational efficiency.
Integrates accounting, reporting, and administrative tasks, providing a unified platform for financial oversight and strategic planning
Manage stock levels, equipment, and parts effectively. Users can adjust inventory, perform stock inquiries, and review item histories. Ensures accurate inventory management and supports streamlined workflows for improved efficiency.
Manage the procurement process of inventory, equipment, and other necessary materials for a rental business. This menu provides tools for creating, tracking, and processing purchase orders (POs) from suppliers.
Access tools for creating, assigning, and tracking maintenance and repair orders, ensuring equipment is serviced promptly.
Facilitates seamless processing of sales and rental orders, from initial entry to fulfillment, ensuring accuracy and customer satisfaction.
Access a variety of reports to analyze financial data, equipment utilization, inventory turnover, and other business metrics.
Provides tools to configure alternate languages, assign roles, and manage permissions, ensuring the system aligns with your business requirements
Enables the setup and customization of customer access portals, allowing clients to manage their rentals, view invoices, and access account information online.
Facilitates the tracking of employee work hours and job assignments, streamlining payroll processing and project management
Offers a suite of tools for data import/export, system backups, and other administrative tasks to maintain system integrity and performance
Provides capabilities for managing customer and equipment data, ensuring accurate records and supporting informed decision-making.
The second main part of the main menu is the middle pane which acts as a versatile navigation and search hub, allowing users to locate and access specific programs, functions, and menu items efficiently. This area is particularly beneficial for users who are familiar with Texada’s extensive system capabilities and prefer text-based navigation for speed. It combines a detailed menu tree view with a powerful Quick Launch search feature, providing flexibility for users to access the tools they need quickly without having to scroll through the left-pane menu buttons.
Expandable Folders:
This allows for:
The third part of the menu is the Internal Messaging area, and Help Center access area. Some of the key areas to note are:
We talked on how the Rental Management main screen is comprised of 3 main areas, yet there is a fourth key module of Rental Management, called Rental Management (Next).
One of the big user advantages is that users have access to two primary interfaces: Rental Management (Classic) and a complimentary component called Rental Management (Next).
Next is a browser-based platform that complements the main application. While it may not encompass all the features of the main application, it provides essential functionalities for managing rental operations on the go.
Together, these two interfaces ensure that users can efficiently manage their rental business both in the office and remotely, adapting to various operational needs.
The primary objective of Rental Management (Next) is to provide users with a self-service platform that offers real-time access to rental services, when a person is out of office and mobile. This digital interface empowers customers to manage their rental needs independently, thereby improving satisfaction and reducing administrative tasks.
The Dashboard Console serves as a landing page for Rental Management (Next), providing at-a-glance information about changes occurring elsewhere in the system, and allowing you to launch a number of utilities found in other modules, such as Inventory or the Rental Board.
The list on the right showcases options found on the left menu of Rental Management (Next).
Shown below are additional self service options available within Rental Management (Next).
Offers a quick glance to see all pertinent rental facts on a daily basis – pickups, work orders, deliveries etc.
A Contract is a binding document between a rental company and their Customer, containing details of a rental or sale. Contracts can be viewed in a list or calendar view, and can be created, edited, and closed in Rental Management Next.
For a detailed breakdown on Contracts and the vast array of information provided by Rental Management, view the Texada Knowledge Base.
Both Rental Management Classic and Next have the ability to send automatically-generated emails directly to your Customers.
By configuring specific Customer Contacts to receive system emails, you can easily select them as recipients when sending system emails. Here in Rental Management (Next), we can list or create customers remotely, then perform other actions when back in the office.
An Asset is a piece of heavy equipment, such as a scissor lift or compressor, which can be sold or rented out as part of a Contract.
The Asset List page in Rental Management (Next) allows you to browse the list of Assets in your system. You can also browse through the list of parts that are sold or used for Work Orders under Parts.
For more information on Assets and Parts in relation to Rental Management, review information in the Texada Knowledge Base.
An invoice generally represents the endpoint of a transaction in the Texada platform, unless the transaction involves recurring billing. Invoices can be created, managed and closed in Rental Management (Next).
An operator can either be a driver or a mechanic.
A driver is responsible for moving Assets between locations. Pickup, Delivery, and Task Tickets are generally completed by Drivers. Drivers use Rental Management Mobile to track their progress against assigned Tickets; these changes can then be reviewed in Rental Management Next. For more information on drivers, review information in the Texada Knowledge Base.
Mechanics can work in the field or in the shop and are responsible for maintaining and servicing equipment. Mechanics use Rental Management – Mobile to complete Work Orders. Changes made in Rental Management – Mobile can then be reviewed in Rental Management. For more information on mechanics, review information in the Texada Knowledge Base.
A Ticket is a document indicating that Assets need to be transported from one location to another, usually at the beginning or end of a Contract. Tickets can be created in Rental Management (Classic or Next), and are completed by a Driver using Rental Management – Mobile. There are 3 types of Tickets – pickups, deliveries, and tasks (transfers). Each Ticket has a priority level that serves as a visual indicator of prioritization. Rental Management (Next) allows you to view tickets in a variety of ways, as shown.
For more information on Tickets, view the Texada Knowledge Base.
The Time Tracker is a feature of Rental Management (Next) that allows managers to track the amount of time users on their team have spent in the system.
The Time Tracker page allows you to review and edit Time Tracker entries logged by other users, as well as record new ones.
A Work Order is a document indicating that an Asset requires servicing, either for repairs or routine maintenance.
With Rental Management (Next), you can view critical areas of Work Orders:
1- Assigned Mechanic
2- Work Order Division
3- By Location
4- Search Option
5- Customize View
6- Export Work Order
7- Visual Work Order
8- Work Order Info
Both Rental Management interfaces include a help button which can be used to quickly access help materials.
The help button in Rental Management (Classic) is context sensitive, meaning when clicked the documentation will be opened for the screen that is currently open. For example, if the screen is currently on Contracts, then the Help File Documentation for Contracts will display, allowing the user instant access on how to complete a specific task at hand.
Some additional, yet intuitive features of Rental Management (Classic) include:
1. Quick Launch
2. Search by Function:
3. Refresh Icon:
