all Hire
Equipment Hire Rental Software
Specification
Job Management
•
See all jobs for a period in an easy to view
chart.
•
No duplication of work entering information.
• Turn quotes
to bookings with a single click.
•
All details for a job shown in a clear summary, including invoices
and payments.
•
Produce all documentation for the job from the data you have
entered with no repetition of entering data.
This can include
reports such as:-
- Quotation
- Order Confirmation /
Acknowledgement
- Contract
- Invoices
•
Documentation can be printed, faxed, emailed directly or a
combination of all three.
•
Store and report on management information such as Source of
Enquiry, Event Type, etc.
•
View bookings / enquiries and their revenue for any period
- compare periods over different years.
Stock Availability
•
Check stock availability for the required period by:
-
Individual jobs
- Single stock items
- Stock groups
- Custom groups
- All overbooked
•
Sub Hire overbooked items to reduce
stock
shortage.
•
See the status of the job on availability checks to help
with
rearranging
put-up, delivery and remove, collection dates.
•
Report on availability reports for required dates.
Contacts
•
Stores all your customers and suppliers.
•
Search by Name, Account Ref, Keywords or any of the
stored
information e.g. post code, telephone number.
•
Attach default settings to each customer
for:-
- Discount
- Delivery / Collection charge
- Price Band
- Cash / Credit customer
- Payment terms
•
Store more detailed information including:-
- Additional contacts
- Extra addresses for invoices, delivery
etc
- Special prices for all/some items
•
reate your own
categories and
store further information
against them.
•
Keep a record of phone calls for each customer or
supplier.
•
View a history of jobs for the contact.
•
Invoicing and payment history stored against each customer.
Stock
• Import from
spreadsheet to save input time.
• Handles complex
items, e.g. marquees, as well as single items
such
as furniture and catering equipment.
• Add
“out of service”
days to cover
cleaning/testing.
• Settings to
control order of load/ pick list.
• Create packs of
items to make selecting
easier.
• Report on stock
transactions for a period,
including losses, purchases and sales.
• View usage /
revenue information for
individual stock items, groups of items or
your entire stock.
- Sub-Hire
• Sub hire overbooked items directly from the job.
• Reduces overbooking for dates of sub hire.
• Produce list of sub hires due in or due to be collected / returned.
• Analyse sub hires by item for the year.
• Enter prices on sub hires to report on actual Income of a job and
expenditure on sub hire items.
Invoicing
• Produce invoices /
credit notes directly from the job.
collected in a period.
• As well as the
Main Invoice, you can also raise invoices for:-
- Long Term Hires
• Can be
linked to Final
Account or an external Accounts Packages.
Resource
Planning
• Keep track of your
staff and vehicles.
• You can allocate
resources to jobs,
events or make them ‘unavailable”’.
• Print job
schedules - either global or
individual.
• Add time sheet
information to individuals and jobs.
Delivery
Scheduling
• Schedule
deliveries, collections and sub hire pick
ups/returns to
individual vehicles.
• Allocate up to 5
runs per day for each vehicle.
• Order the
deliveries / collections as you need them
Event/Venue Manager
• Create Events and
Venues.
• Attach jobs to
their Venue / Event and
automatically update
their dates, delivery address and
delivery/collection charges.
• Run bulk reports
e.g. delivery notes by
Event/Venue.
• Look at revenue by
Event / Venue.
Security
• Configure access to various aspects
of the
software for each
User.
• Set the level of
reporting they can view.
• Log all changes to
jobs by user.
Additional Features:-
Notepad
• Helps you to keep
track of a job. Enter
any relevant
information
here (record of phone conversation, special requirements, etc.)
and it can
be seen by anyone opening the job.
A To Do List
• Set these up
against a Job or a Contact and they will
be flagged
both in the Diary and the Things To Do List
to remind you.
• Shows your own and other people’s appointments and meetings,
Things To Do, and schedule of sub hires.
Call Log
• Keep a record of phone messages for each user, linked to the
customer they relate to. When a user picks up their messages,
they can add in a response and mark them as completed.
Outlook
Connection
• Link emails from
your Inbox or Sent Items directly to a Job or
Contact. These can then be re-opened and replied to from
all Hire.
Back-up
• Run backups
of your data directly from all Hire and automatically
copy to external media to take off the Premises.