Feature Summary

Rental Orders

• Prepare price quotes (even by scanning barcodes from a printed catalog) and, later, automatically convert quotes to reservations.
• Rental length from one hour to open ended.
• Support for both over-the-counter rentals as well as reservations in advance.
• Support for customer-specific pricing and automatic discounts.
• Accept discount coupons (as negatively-priced, non-inventoried sale items)
• Accept multiple prepayments (deposits) prior to rental start.
• Labor, setup or delivery charges can be enumerated or included as totals.
• Automatically add damage waiver and insurance charges to orders.
• Easily add non-inventoried items at rental end like cleaning charges, pick-up charges, etc.
• Complete support for outsourcing when inventory falls short.
• Extensive facilities for processing and billing when items are returned damaged or when items are lost.
• Ability to exchange defective items mid-rental.
• Split a rental into two to accommodate partial returns of some items while the rest remain on rental.
• Optional automatic same-price replacements or upgrades when inventory falls short.
• Use of barcodes to improve accuracy and speed up check-out and check-in processes, with full RFID support.
• For items that need laundering, barcode-based facility to scan returning items directly in an "at laundry" status.
• Automatically include charges for meter time or mileage.
• Consumables (sale items) can be included in the rental or sold by themselves.
• Sell rental items at the completion of a rental or independent of any rental.
• At rental end, account for return of unused consumables.
• Optional high-speed check-in and check-out for bulk items (for industries like party rentals which regularly rent in quantity).
• Daily schedule noting upcoming need for equipment assembly, rental shipment or rental return/pickup.

Financials

• Sixteen different price-calculation schemes each with variations for weekend pricing or use a custom pricing scheme.
• Supports three tax rates, based on state/province, city, county and ZIP/postal code.
• Integrated credit card charging.
• Automatic monthly billing and credit card processing for open-ended and multi-month rentals.
• Ability to consolidate several invoices for a single account into one invoice.
• Automatic monthly statements for commercial accounts.
• Automatic statements and invoices.
• QuickBooks interface.
• Optionally charge interest on unpaid accounts.
• Can operate as an asset-management system (no charges for any rentals).
• Extensive security and auditing trails.
• Produce reports on taxes billed and taxes paid, as well as summaries of rentals and sales.

Inventory

• Flexibility in describing inventory.
• Inventory managed by item type to optimize use while preventing conflicts.
• Multiple inventories (warehouses) with bulk transfer facilities.
• Support for inventoried and non-inventoried sale items as well as for serialized and non-serialized assets.
• Preassembled kits (multiple items bundled together and never rented separately) and kit templates (multiple items priced and represented as a single line item).
• Save pictures with inventory for reference, ease of selection or insurance purposes.
• Built-in turnaround time to allow for cleaning or other maintenance between rentals.
• Automatically schedule equipment maintenance based on meter hours, rental days, number of rentals or elapsed time.
• Record all maintenance and repair activity and associated costs, including onsite maintenance and repair.
• Easily upload inventory to your website for an on-line catalog or for order-taking.
• If you repair the equipment of others, easily bill for work and parts.

Documents

• Over 250 standard reports and documents.
• Variety of documents, including quotes, reservation lists, packing lists, shipping lists, contract and invoices, associated with each order.
• Customize documents with logo, signature lines, etc.
• Include order-specific, equipment-specific or client-specific annotations on customer documents.

Clients

• Complete client database with profiles, rental history and extensive customer relationship management (CRM) data.
• Automatically block problematic clients or companies from renting.
• Assign different pricing or different discounts to customers (which also supports reseller pricing).
• Ability to keep track of multiple people at the same company.
• Support for generic departments (like "accounts receivable") as well as people.
• Generic "cash customer" to make selling items easier.