Oil & Gas, Construction, and Equipment Rental Industries
A tested and proven solution that provides everything your company needs to manage your rental, sales and service businesses effectively and efficiently in a fully integrated database.
Rental Fleet Management
Four levels of grouping.
Rental Units can be serialized or quantity tracked.
Standard Rental Codes (pre-defined packages).
Daily status of serialized equipment.
Billable utilization days.
Location of rental units.
Movements of rental units:
Shipments to customers
Receipts from customers
Transfers between locations
Activation and de-activation of units as part of rental fleet.
Rental orders can be archived to allow you to view changes.
Completed orders are moved to closed documents to preserve history.
Specifications for equipment or groups of equipment, such as Year, Make, Model, Size, Voltage etc.
Rental unit service history can be tracked using a service item linked to the rental unit.
Accounting for the rental unit is tracked using the related Fixed Asset card.
Optimize Fleet Utilization
Visibility of current status and location of every serialized rental unit.
Visibility of equipment availability.
Future planning using Rental Booking.
Future planning using availability by subcategory based on estimated dates.
Interface similar to many familiar Microsoft products.
Copy document functionality.
Standard rental codes allow you to predefine a set of rental lines for a customer and easily bring them into an order.
Reports and worksheets designed to facilitate user input / output.
Ability to correct errors using undo functions and simplified crediting.
Flexible rental and sale pricing defaults based on Subcategory or specific Rental Unit.
Pre-defined pricing and discounting for specific customers or customer groups.
Control prices by defining allowed price and discount tolerance.
Daily, weekly, monthly or custom defined price periods.
Minimum terms and minimum pricing.
Start from a Rental Quote or Rental Booking, convert it to a Rental Order.
Print related Order Confirmation, Billing Approval, Pick Ticket, Delivery Ticket, Pickup Ticket and Put Away Ticket.
Field Tickets can be created from a rental order for periodic field approvals. Track released and approved field tickets, and show multiple field tickets on one invoice, grouped by field ticket.
Strong rental unit tracking and visibility allows you to provide better customer service.
Customer Order Status allows you to view credit information, balance, due dates, as well as a list of current sale and rental order lines assigned to a customer.
View customer rental history.
Create Rental Orders faster using standard Customer Rental Codes (a standard set of rental lines specific to the customer).
Shipping and Receiving
Shipping and receiving suggested by the program based on requirements.
Manual shipping or receiving allows for unplanned events such as swaps.
Shipping and Receiving can be done at the document level as well as globally through a Shipping and Receiving Worksheet using filtering options.
Undo function allows for corrections of errors in shipping/receiving.
Standard Rental Codes allow for pre-defined packages that can be changed on the order if needed.
Line grouping allows for tracking individual components in a package, but grouping all the lines of a package on customer facing documents.
GL posting for revenue and serialized equipment utilization is still tracked based on the individual components.
Ability to control what price variations users are allowed.
All closed documents are stored as history.
Documents can be cancelled and are still stored in history.
No changes allowed after documents are posted.
Rentals functionality allows for separation of duties if required.
Flexibility in billing periods:
Pre-define your billing rules
Advance or Arrears billing
Any day within a billing period may be billable or non-billable for serialized units.
Billing can be based on a pre-defined calendar.
Rental period can be divided into multiple segments, with different pricing or billing logic associated with each segment.
Minimum price and minimum term.
Flat Rate pricing.
Price Periods (3 by 3 pricing).
Option to specify date for certain customers to be invoiced.
Accounting for Rentals
Real time posting of rental invoices to the GL due to full integration of RPM to the GL.
Posting to the GL is automated based on different codes so that users do not have to select a GL account.
Revenue classifications post to the right GL and multiple dimensions:
Posting to specific GL accounts based on a combination of product type and specific business grouping.
Posting to specific GL accounts based on rental usage type (such as Standby, Tank Farms, Off-season etc.).
Additional unlimited dimensions can default or can be entered by the user and allow you to slice and dice revenue using these dimensions. Example: Product Line, Category, Subcategory, Project Code, specific marketing campaign, etc.
Auto-creation of dimension values when creating new units & subcategories.
Historical Utilization calculations allow better forecasting and budgeting.
Rental Accrued and Deferred revenue calculated by the program, allows you to make changes if necessary and then auto creates entry to be posted to the GL.
Customer credit management linked to rentals.
Service Work Orders
Work Order Processing
Customer Repair Orders.
Internal Work Orders.
Contract Work Orders.
Labor, Parts and Service fee billing as a flat fee or %.
Complete Service History and Statistics by Unit.
Track Internal vs. Customer units separately.
Default pricing and PM scheduling per unit.
Planned Maintenance Scheduling
Auto-generate PM work orders.
Flexible views into what work is due and on what schedule.
Scheduling for both internal and customer owned equipment.
Different schedules for different types of equipment or at the service unit level.
Scheduling based on time or any meter interval (engine hours, miles, etc.).
Auto-generated Time and Materials line entry for efficiency and accuracy.
Enterprise Resource Planning (ERP) software seamlessly integrated with Microsoft technologies, providing everything your company needs to manage your rental, sales, and services business in a fully integrated database