Professional Edition

Summary of features:
  • Start a new quote from your website
  • Generate quotes and proposals in seconds and send them to the client for signing.
  • Predictive equipment scheduling - for example, you have 3 major events next week plus many more jobs,
    how many LED panels do you have available? can you make a substitution or cross rent / sub hire them.
    Supports - First-come, First-served or Pooled stock reservation (simpler method)
  • Rental items and sales items may be combined in the same quote or proposal
  • Convert quotes to confirmed orders quickly and easily
  • Invoicing payment terms e.g. 30% deposit, 25% on delivery, 45% net 30 days.
  • Maintain venues, assets, clients and contacts
  • Schedule and price Crew
  • Many built in reports on jobs, customers, products, assets and audit trails
  • Interfaces with QuickBooks Online and Xero
Advanced Features:
  • Barcode Track
    Barcode track your equipment in and out of your warehouse,
    use any industry standard barcode scanner, Tablet or Smart Phone
  • Crew
    Calculate crew charges using straight time, over time, double time,
    hourly or daily. Supports short turn around, minimum shift hours.
    Print crew and job schedules. Record actual working hours.
    Technician portal - allows technicians to log in and check their schedule and
    job details, record their start and stop times,
    keep their contact details up to date
  • Interactive Day Book
    Displays scheduled jobs that are leaving and returning to the warehouse.
  • Anticipated Shortage List
    Provides a single view where shortages can be inspected and cross rentals or
    transfers can be created to cover the anticipated shortage.
  • Multiple Price Lists and Price Sets
    Allows multiple custom price lists for each product.
    For example, you may assign clients to a corporate price list,
    hotel price list, national tour price list or trade price list.
  • Price Overrides
    Tracks when the standard price for equipment has been overridden or
    discounted by the operator.
  • Advanced Operator Security
    Assign operators to security groups, enable and disable access to options and
    features in the system, setup passwords and preferences.
  • Purchase Order Module
    Create Purchase Orders for Cross Rentals/Hires and sales stock purchaes
    Print Purchase Orders using a template that is user configurable using a modern report generator.
  • Create custom reports
    Use the report builder to create add-hoc reports, access and use our library of prebuilt report queries.
  • Booking Status
    4 levels of booking status to reserve equipment.
  • Document Management
    All quotes, proposals, invoices, packing lists, collection dockets are attached to the job and
    can be viewed and opened from a single window.
  • Audit Trails
    Logs when a job was created, modified, invoiced and returned.
    Also displays who modified it and when.
  • Product Accessories
    Prompts for accessories when products are selected.
    Ensures all required components and optional accessories are selected.
  • Product Alternatives
    Allows operators to select alternative equipment when there is an anticipated shortage.
  • Preparation Time
    Allows equipment to be reserved while it is being prepped in the warehouse.
    Generally used for large jobs that require equipment to be prepared days or weeks in advance.
  • Depreparation time
    Allows equipment to be reserved while it is being de-prepped in the warehouse,
    for example for cleaning and testing.
  • Quick and Easy Product Setup
    Displays equipment in a tree view which displays folders for groups of related equipment,
    assets, alternatives, components and accessories.
    Also supports drag and drop for easy organisation.
  • Taxes
    Maintain tax authority details for each state/province.
    Apply and select taxes on a job by job basis.
  • Freight Charges
    Freight charges by weight, service, company (UPS, FedEx etc) and zone.
  • Multiple Breakouts
    Allows equipment and crew to be split into separate breakouts (Headings) for events.
    Commonly used for different times/dates over a multi-day event.
  • Product Statistical Analysis
    Display the products that are earning the best
    or worst return on investment and utilization.
  • Preferences and settings
    Includes hundreds of settings for pricing, business rules and preferences.

  Requires the Professional Edition

Find out more

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