RentalTrader

An effective solution for companies operating in the rental industry.

Developed and tailored for thecompanies whos businesses is in operating in industrial machinery, construction equipment, hand tools, scaffolding / tower / tower, light / stage / sound, dry toilets, modular rental business

  • MAIN BENEFITS

    Effective debtors control

    Automatic posting of alerts, blocking of customers, prohibition to issue machinery / tools, credit limits, warnings if credit limits are exceeded with the current transaction.

    MAIN BENEFITS
  • MAIN BENEFITS

    Control of rental material flow

    The RentalTrader software provides an online overview of products rented and availible for rent.

    MAIN BENEFITS
  • MAIN BENEFITS

    Managing multiple rental branches

    Moving of rental materials between warehouses, possibility to give-out material at one rental branch, return to another, recruitment of rental points.

    MAIN BENEFITS

RentalTrader software is an effective management solution for rental companies that provides all the necessary functionality, from preparing rental documents, generating lease documents, keeping records of authorized persons and keeping track of accounts receivable, inventory hoarding, counting of multiple rental points, movement of goods between branch offices, inventory of fixed assets and equipment / tool repair inventory/service history.
 

Equipment storage

What can be more important than keeping a record of your rental stock? RentalTrader helps you to follow-up on your rentals - returned/not-returned, damaged, or lost items.

  • Rental warehouse
  • Maintainece/service depot
  • Sales store
  • Multiple branch warehouses
  • Inter-warehouse
Software for rental companies
Equipment transfer for rental companies

Fast and smart transfer of equipment

Fast customer service matters the most. Especially in the rental business.

  • Generate act of delivery with few clicks
  • Add extra services (delivery, operator services, fuel filling, etc.)
  • Check Power of Attorney
  • Use one of the pre-defined print forms of act of delivery or customize it yourself
  • Paper-less hand-out using our app with digital signature

Customer and Partner database + CRM

Yet another important factor to succeed in repeated purchases is how you keep data about your customer and remind them of appointments, notify them before the regular maintenance. Make them understand that you are taking care of their assets.

  • Register all your partners in one spot
  • Choose fields you need to fill and set mandatory fields
  • View full rental history
  • Register re-rent partners and set re-rent terms
  • Set credit terms and receive notifications if those are exceeded
  • Notify your customers about scheduled rentals
  • Define discounts and/or special terms
  • Send out information to all your customers or group of customers about your special offers
CRM for rental companies  
 Return of equipment rental companies

Return of equipment

Handing out your costly equipment is one thing. Getting it back is another. Have you received it well? Clean, no damages? Or..?

  • Generate an act of acceptance with a few clicks
  • Record all damages, lost pieces, and dirty items and attach pictures to act of acceptance
  • Generate invoices for maintenance, cleaning, or lost equipment
  • Add transportation costs
  • Print or email your desired form of an act of acceptance
  • Use digital signatures within our app to fasten the process

Invoicing

When all items are returned, it's time to invoice customer. Sometimes it's easiest part, sometimes not.

  • Generate invoice from your rental document
  • Set-up payment terms
  • Add extra costs/services
  • Integrate RentalTrader with your cash register or mobile payment device
  • Generate PDF print-out and email it from software
  • Merge multiple rentals in 1 payment document
  • Integrate RentalTrader with your bank. No more manual payment registration
  • Set automatic or semi-automatic reminders for due invoices
  • Block suspicious customers
Rent material invoicing software  
 

Logistics

Sometimes logistics is the most challenging part of the rental process. We have figured out how to ease this process.

  • Generate waybills directly from your rental documents
  • Plan and organize you deliveries and pick-ups
  • If multiple deliveries, decide to add them to proforma or final invoice
  • Plan your deliveries and routes ahead

Analyze your performance with reporting tools

How am I performing? Was it a thought week or month? Let's see what it looks like in reports.

  • Use one of many pre-defined reports to look at your revenue, profit, or return on investment
  • Use built-in visuals to understand your reports better
  • Export reports to spreadsheets
  • Use ServiceTrader API to pull data to Business Intelligence platforms like MS Power
 Rental business reporting tool
 

Administration and integrations

How can you make things happen faster and avoid maximum human errors? Right - you automate everything that's possible and take away all distracting things so your most valuable resource - employees can perform at the highest.

Adopt RentalTrader interface for each user to be sure there's nothing redundant and distracting

Set permission levels for each user or user group

Explore integration options with

- banks

- procurement platforms (EDI)

- spare-part wholesaler catalogs and ordering systems

 

 

 

 

 

 

 

 

 

Fill out the form and we will contact you, to send an offer and the demo version.

Fill out the form and we will contact you, to send an offer and the demo version.

Software modules

Software RentalTrader is adaptable it to specific customer needs, making the necessary changes.

  • Regular bills
  • Warehouse
  • Purchases
  • Work time calculating
  • Administration
  • Goods
  • Rent bills
  • Sales
  • Mobile app
  • Reports
  • Clients
  • Calendar
  • Rent deals
  • CRM

Regular bills

Definable iregular service or range of products that is offered to the customer. You can indicate service prices, return period. The program will remind about the need to automatically generate a new invoice for customers. Massive billing and mailing a few seconds.

Warehouse

The selection of products after the names, codes, categories, bar codes, dimension or other parameters. Information on purchases of goods. Ordered, reserved goods. Information about the shares and the prices of goods. Products picture icon. Goods produced records. Easily accessible overview of the flow of goods. Missing goods selection (which exceeded the minimum number of border) in order to build orders to suppliers. Multi-warehouse inventory. Stock status list export (excel, csv) or a printout. Inventory printout.

Purchases

Incoming invoices and billing records. Convenient search by various parameters Ability to add additional costs for procurement - transport, customs, etc., which will be automatically added to the goods in proportion to the purchase price or weight. The list of goods import data (excel, csv, xml, etc.). Adding the product with a bar code scanner or a portable data terminal. Specifying the warehouse. Cart order status and input control. Label printing for purchased goods. Document Backup option. Payment control. Data export to accounting software (.xml format Tilde Jumis, 1C, etc.). Reporting print accounting officer.

Work time calculating

Time and attendance accounting, which can make employees initiating and completing the business day or the initiation and completion of a specific job or task. The records can be made with the tablet, scanner, NFC cards, or mobile applications. An overview of each employees hours worked in a given period of time.

Administration

Ability to add and delete users of the program, and change user rights. Company details input (the opportunity to work with several companies or branches of the same system). Multi-language environment. For each user you can set their individual language. Change, adjust the language variables. Adding more warehouses. Printing form creation or editing. Document numbering definition. Etc.

Goods

The possibility of creating product catalogs and trade cards. Customer needs goods customizable card using only the necessary product or service parameter fields. Add pictures Convenient movement of goods to a different section of the catalog. Items can also specify up to 5 alternative codes and names. Discounts for specific interval of time (share price, discount or premium). Possibility to define a number of price groups - eg., Wholesale price, Retail price, etc. Product catalog data import and export (excel, csv, xml). Product catalog integration in website or e-shop.

Rent bills

View the issued goods (which are not returned to the warehouse with the acceptance act) all the customers for a certain period of time and generate rental bills for them. The list will appear in the leased goods which have not previously been prepared in rental bills. For each customer will be created bill or bill of lading provided rental services to designate a products name, the number of rental rate, period and amount. Generated invoices can be viewed and printed in the module Outgoing documents. There is also the opportunity to select and print several invoices at once or send them to the customer as a PDF document to an e-mail.

Sales

Convenient sales documents (bills, checks, cashiers check, prepaid invoice, Invoice, etc.) by adding items from the store or the product catalog. Fully editable print forms. Invoicing and selection according to different criteria for sending customers to an e-mail in PDF format to print. Late payment reminder sending customers to an e-mail. Goods and services sale of stock or product catalog. You can use a bar code scanner or a portable data terminal. Customers payment and status check, create a new sales document. Sales of several warehouses. The receipt printout of the sales document. Automatic client of the discounts or special pricing of goods or services. The opportunity to sell goods with serial numbers or production of goods. Data export to accounting software (.xml format Tilde Jumis, 1C, etc.). Reporting print accounting officer.

Mobile app

Mobile applications for faster stock status and customer information viewing, assigned work status of the control of trade information including adding a picture from the phone camera, the sales document creation using the phones camera as a bar code reader, etc. functions

Reports

Section featured reports on goods and service purchase, sale, production, revenue, the flow of goods, turnover, intrastat, managers bonuses, etc. .. Reports can be filtered by various parameters. Data export (excel, csv). Operational Reporting summary display of the Home page.

Clients

Easy to search and input customers. Possibility to connect client to one of the groups or debtors. E-mail or SMS sending to a client or a group of clients. E-mail / SMS archive. The possibility to give a discount products to a client, product groups or indicate the price group (eg., Wholesale price, Retail price e.a). List of contacts, Birthday day and name day reminders. Communication history. Import data (Excel, .csv, .xml, etc.)

Calendar

Scheduled visits and other activities calendar. Able to sync with Google Calendar.

Rent deals

The lease transaction records indicating the client object, the person in charge of leasing automated document drafting, selecting products and the rental rate. The list of goods import from scaffolding and formwork design programs (Layer, PERI, etc.). Acceptance act automatic generation, transferring and receiving of goods in stock.

CRM

CRM or customer relationship management module provides the companys sales process management, control and analysis. CRM module facilitates sellers work in one place providing all communications tracking, planning and reporting on developments, as well as management team makes it possible to quickly and efficiently analyze sales results, trends and objectives. CRM module is based on the transaction funnel, or the transaction steps, starting with the call tracking, to issue an invoice. At any time you can see what deals each funnel step, what is the total amount of transactions in each step of the funnel and whether there is a specific planned activities for the deal to move on.
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