Create the Agreement. Track Every Item. Document Every Handoff.
Create rental agreements with customer details, equipment list, rental period, pricing terms, and delivery requirements in a single digital record. Every agreement serves as the source of truth for what was rented, at what rate, and for how long.
When equipment leaves the yard, field teams capture check-out records including equipment condition, photos, timestamps, and customer acknowledgment. Digital check-out documentation creates the baseline for damage claims, return inspections, and billing accuracy. The delivery timestamp starts the billing line.
When equipment returns, field teams run a digital check-in process—documenting condition at return, comparing against the check-out baseline, flagging damage or missing components, and closing the rental period. Every return is documented before the asset re-enters your available inventory. The return timestamp closes the billing line.
At check-in, flag equipment damage against the asset’s warranty exclusions — normal wear and tear, consumable parts, or a failure outside warranty scope — before it becomes a billing dispute. If the damage is a legitimate warranty claim, it routes through assessment instead of straight onto the customer’s invoice.
Attach standardized inspection checklists to the check-out and check-in process. Inspect equipment before it leaves and after it returns using the same digital forms—creating a complete condition record at every handoff point.
When one asset replaces another on site, the swap is recorded as a move. The outgoing asset’s last billed date links to the incoming asset’s rental start, so billing continues under the new serial number with no gap and no duplicate charge.
When equipment moves from one customer location to another, the relocation is recorded and the billing location moves with it. Invoices reference the right site, and the asset keeps a full history of where it has been.
Technicians confirm deliveries, swaps, returns and relocations in the mobile app. They attach photos and record the work performed and who did it, so there is proof of condition and service at the time of the move.
