Generate quotes and proposals in seconds and send them to the client for signing.
Predictive equipment scheduling - for example, you have 3 major events next week
plus many more jobs,
how many LED panels do you have available?
can you make a substitution or cross rent / sub hire them.
Supports - First-come, First-served or Pooled stock reservation (simpler method)
Rental items and sales items may be combined in the same quote or proposal
Convert quotes to confirmed orders quickly and easily
Invoicing payment terms e.g. 30% deposit, 25% on delivery, 45% net 30 days.
Maintain venues, assets, clients and contacts
Schedule and price Crew
Many built in reports on jobs, customers, products, assets and audit trails
Interfaces with QuickBooks Online and Xero
Advanced Features:
Barcode Track
Barcode track your equipment in and out of your warehouse,
use any industry standard barcode scanner, Tablet or Smart Phone
Crew
Calculate crew charges using straight time, over time, double time,
hourly or daily. Supports short turn around, minimum shift hours.
Print crew and job schedules. Record actual working hours.
Technician portal - allows technicians to log in and check their schedule and
job details, record their start and stop times,
keep their contact details up to date
Interactive Day Book
Displays scheduled jobs that are leaving and returning to the warehouse.
Anticipated Shortage List
Provides a single view where shortages can be inspected and cross rentals or
transfers can be created to cover the anticipated shortage.
Multiple Price Lists and Price Sets
Allows multiple custom price lists for each product.
For example, you may assign clients to a corporate price list,
hotel price list, national tour price list or trade price list.
Price Overrides
Tracks when the standard price for equipment has been overridden or
discounted by the operator.
Advanced Operator Security
Assign operators to security groups, enable and disable access to options and
features in the system, setup passwords and preferences.
Purchase Order Module
Create Purchase Orders for Cross Rentals/Hires and sales stock purchaes
Print Purchase Orders using a template that is user configurable using a modern report generator.
Create custom reports
Use the report builder to create add-hoc reports, access and use our library of prebuilt report queries.
Booking Status
4 levels of booking status to reserve equipment.
Document Management
All quotes, proposals, invoices, packing lists, collection dockets are attached to the job and
can be viewed and opened from a single window.
Audit Trails
Logs when a job was created, modified, invoiced and returned.
Also displays who modified it and when.
Product Accessories
Prompts for accessories when products are selected.
Ensures all required components and optional accessories are selected.
Product Alternatives
Allows operators to select alternative equipment when there is an anticipated shortage.
Preparation Time
Allows equipment to be reserved while it is being prepped in the warehouse.
Generally used for large jobs that require equipment to be prepared days or weeks in advance.
Depreparation time
Allows equipment to be reserved while it is being de-prepped in the warehouse,
for example for cleaning and testing.
Quick and Easy Product Setup
Displays equipment in a tree view which displays folders for groups of related equipment,
assets, alternatives, components and accessories.
Also supports drag and drop for easy organisation.
Taxes
Maintain tax authority details for each state/province.
Apply and select taxes on a job by job basis.
Freight Charges
Freight charges by weight, service, company (UPS, FedEx etc) and zone.
Multiple Breakouts
Allows equipment and crew to be split into separate breakouts (Headings) for events.
Commonly used for different times/dates over a multi-day event.
Product Statistical Analysis
Display the products that are earning the best
or worst return on investment and utilization.
Preferences and settings
Includes hundreds of settings for pricing, business rules and preferences.