Rental Management simplifies every stage of rental Contract management—from creating agreements to finalizing returns—helping your organization deliver accurate terms, timely deliveries, and a smooth customer experience. With tools that reduce manual effort and ensure billing and documentation stay consistent, Rental Management keeps rental operations organized and efficient.
Key Features:
With digital Inspections, your organization can modernize and streamline the way you assess asset condition, replacing paper checklists with digital forms that guide Drivers, Mechanics, and warehouse staff through consistent, accurate Inspections.
With configurable forms, photo and signature capture, and automatic recordkeeping, Inspections help your teams minimize disputes, improve safety, and maintain complete visibility into asset health.
Key Features:
Order Entry in Service Management (Classic) streamlines how you create, track, and fulfill sales orders—from capturing initial requests to issuing picking tickets, managing backorders, and generating invoices.
Featuring support for organizations with higher order volume, multiple order-taking staff, and workflows that require accurate inventory checks, deposits, and coordinated fulfillment, Order Entry helps your teams stay organized and responsive.
Key Features:
A customer-owned asset is a piece of equipment that is owned by one of your customers instead of your organization. By registering their own equipment in your system, your customers can submit service requests for their equipment on a self-serve basis without affecting your organization’s inventory numbers.
The Service List page in the E-Commerce Customer Access Portal allows your customers to browse service requests for both rented and customer-owned equipment. They can search the list of Work Orders, and drill down into a specific Work Order to view more detailed information.
When viewing a Work Order’s details, customers can review line items, totals, comments left by the Mechanic or by other members of your team, and download a PDF copy of the Work Order.
By giving your customers a self-serve option for reviewing and print old Work Orders, the Service List page further reduces the workload on your support staff!
When managing Customers in Service Management (Classic), you will have the opportunity to set up to 2 default Technicians (Mechanics) and Parts Reps for each customer. These selections will then be visible in other areas of the system, such as when creating Work Orders or Sales Orders for that customer.
When creating a Work Order for a customer with a default Mechanic, that Mechanic will be selected by default.
If your organization is in the habit of assigning Mechanics to customers based on familiarity or geographic location, this small but powerful feature will free your staff from the obligation of remembering which Mechanics are associated with each customer!
