What is out, where it is and who has it
CRM for equipment rental companies
Quotes, availability, bookings, delivery and pickup, damage and invoicing for every machine, tent or bin you rent, tied to the contractor and event customers who rent again and again.
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JobBoard: the equipment rental companies edition, in your browser
One of twelve industry systems we build from, each with its own screens, workflow and vocabulary. JobBoard carries dispatch map, routes per technician and a phone view built for the van, plus the pipeline, inbox with SMS and email, quotes the customer accepts online, schedule, editable automation flows, reports and a phone view. Sample data in your browser only. Your build carries your own stages, fields and rules.
Use Expand in the demo toolbar for a full screen view, press Escape to close it, or open the equipment rental companies demo on its own page.
Who this is for
Built for equipment rental companies
Heavy equipment, tool hire, party and event rental and dumpster rental companies with a yard, a fleet and a delivery schedule, who track availability on a whiteboard and lose revenue to double bookings and late returns.
Availability that is true
Every item shows when it is out, reserved or in service. A quote checks availability before it is sent, so a booking can never promise an excavator or a marquee that is already on rent.
Delivery and pickup on one board
Drivers see the day's drops and collections in route order with site contacts. Photos at delivery and return protect you in a damage dispute.
Contractor accounts that reorder easily
Repeat customers have rate cards, credit terms and job sites saved. Extending a rental or adding an item is a message, not a new booking.
Service schedules from hours and days
Machines carry their service interval by hours or days on rent, so maintenance is scheduled before a breakdown on site.
Pipeline
The stages work moves through
A starting point we adjust to your process in the first design week. Each stage can require fields, trigger messages and create tasks.
- Enquiry
- Quote sent
- Booked
- Delivered
- On rent
- Returned and checked
- Invoiced and paid
Records
What the system keeps track of
Real record types with the fields your team uses, related to each other so one screen shows the whole picture.
Integrations
Connected to the tools you already run
Two way where both sides edit the data, one way where they do not, monitored for twelve months as part of the build.
- QuickBooks or Xero
- Stripe deposits
- Google Maps routing
- SMS
- Telematics hour readings by CSV
Questions we get asked
What does a rental equipment CRM cost?
A rental equipment management CRM with fleet availability, quotes, bookings, delivery and pickup, damage records, service schedules and accounting sync usually costs 9,900 to 15,900 US dollars fixed, built in seven to nine weeks. A simpler booking and availability tracker starts at 4,900, with no per user fees afterwards.
Does it work for event rental and party hire?
Yes. Event rental companies get bundles such as a marquee with tables, chairs and lighting, setup and teardown times, and venue details on the booking. Availability is checked across the whole bundle, and a damage and cleaning check on return adds charges before the final invoice goes out.
Can it handle commercial and heavy equipment?
Yes. Heavy equipment carries serial numbers, hour meter readings, attachments, transport requirements and service intervals. Rates can be daily, weekly or monthly with minimum hire periods, and operators can be booked with the machine. Telematics readings can be imported so service is triggered by real hours.
Can a dumpster rental business use it?
Yes. Dumpster rental is a booking with a size, a drop date, a pickup date and a disposal weight. Drivers see drops, swaps and pickups on one route, overweight charges are calculated from the tip ticket, and the CRM integration with your accounting system sends the final invoice without retyping.
Tell us how your equipment rental companies business works. We will quote the CRM that fits it.
A 30 minute written brief from you, a fixed price and a two page scope from us within two business days. No call required, no obligation.