Rentals: track your active equipment rentals

3 min read
Available now on Beta. This feature is in beta testing and will roll out to everyone soon.

What is this?

The Rentals tab is the running list of every piece of equipment you have out on rent. Each row shows the asset, the project it is on, its status, and any notes. It is your single view of what is rented, where it is, and where it stands.

Rentals list showing each rented machine with its model, due status and product class

Who's this for?

  • Equipment managers, see every active rental in one place.
  • Rental coordinators, track status and keep rentals moving.
  • Project managers, know what rented gear is assigned to their jobs.

How to use it

Step 1: Open the Rentals tab

Go to Rentals in the main menu. The Rentals tab lists your rented equipment with its project, asset type, and status.

Rentals tab listing rented dozers, excavators and rollers with the project they are billed to and their status

Step 2: Register a rental

Use Register Rental to add a rental directly. Rentals you set up from an accepted quote land here automatically.

Add New Rental window with PO number, contract number, vendor, start date and notes filled in

The full details

  • Works on: Web app, Rentals directory.
  • Status: Each rental shows where it stands (requested, scheduled, on rent, off rent).
  • Notes: Free-text notes per rental for anything the team needs to know.
Rental row action menu with options to edit the contract, call the rental off rent, duplicate or purchase it

Tips

  • Use the tabs across the top to move between Rentals, Quotes, Rates, and Spending.
  • Accepting a quote sets up the rental for you, so it appears here without re-keying.
Rentals filters panel for project, shop, asset type, vendor, rental type and rental status

See it live

Get a Demo

Available on

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