Solution · Equipment rental
Rentals out. Rentals back. Tracked.
Four templates shaped for the order types a rental business places — counter pickup, delivery, long-term lease, returns — with dispatch wired in as a first-class step on the workflow.
Counter pickup
A short-form rental flow.
The counter-pickup template runs a fast quote-to-invoice flow with the customer ID, deposit, and rental-period fields the counter needs. Custom fields handle the bits unique to your operation.
Delivery
Out the door, on the truck, on the order.
The delivery-rental template captures the delivery address, window, and notes up front, then carries dispatch into the workflow as its own shipment step. Carrier integration handles the label, tracking, and confirmation back into the order — same record, same audit log.
Long-term lease
A template for monthly billing.
The long-term lease template carries the lease-term and billing-cycle fields, and pairs with recurring invoicing so monthly invoices keep going out for the duration of the lease.
Returns
Returns reconcile against what went out.
The same inventory model that tracks the unit out tracks the unit back. Damage charges raise on the customer record; deposits release or apply against open invoices.
See the rental templates side by side.
Bring a rental your team runs today and we’ll walk it on a demo call.