Fourteen modules on one shared record.

One record per customer with every site, contact, quote, contract, job and invoice against it. Leads are tracked from first call to first order.

• Sites, contacts and delivery addresses
• Customer logos carried onto documents
• New customer form with approval
• Lead source and conversion tracking

A guided quote builder from customer to item to options to price. The pipeline board shows every deal by stage and what it is worth this month.

• New and used equipment quotes with revisions
• Your own product and model catalogue
• Finance terms read from the funder's email
• Branded quote documents with item pictures

Every asset you own, sell or look after, with its status, location, hours, history and paperwork.

• Status at a glance - on rent, on site, in workshop, in stock
• Full service and rental history per asset
• Picture of every model on screen and in print
• Search by serial, stock number or customer

Rental quotes become contracts without retyping. Rates, minimum periods and delivery charges are worked out for you.

• Weekly and daily rates with a minimum period
• Contracts signed on every sheet
• Rental pipeline and forecast
• Off-hire, collection and re-hire

Service and maintenance contracts priced from service packs for each model, with planned visits raised as jobs.

• Service packs per model with a shared parts list
• Service and maintenance quote builder
• Planned maintenance schedules
• Renewals flagged before they lapse

Statutory and routine inspections scheduled against every asset - LOLER, PUWER, F-gas, gas safety or your own regime.

• Due, overdue and completed by asset and customer
• Your own inspection checklists
• Certificates stored on the asset
• Reminders ahead of every due date

Plan engineers by the day, send jobs to their phones and capture everything they do on a digital job card.

• Planner by engineer with availability
• Digital job cards with photos and signatures
• Parts scanned and serial matched before work starts
• Travel and time on site recorded for costing

Set the real cost of every asset and your target mark-up. Quotes that fall short go to a senior manager to agree before they are sent.

• Asset costings with recovery figures
• Target margins for new and used equipment
• Approval request with an audit trail
• Margin shown on every quote line

Raise purchase orders from jobs or stock levels, route them for approval and book them in when they arrive.

• Supplier records with payment terms and VAT
• Approval limits by user and department
• Goods in against the purchase order
• Supplier service levels tracked

Know what you have and where it is, from goods in to stock to goods out.

• Bin locations across goods in, stock and goods out
• Reorder levels and parts reserved for jobs
• Stock take, quarantine and returns
• Exchange units and core charges

Invoice sales, rental periods and completed jobs straight from the work that was done.

• Invoices raised from quotes, contracts and jobs
• Your own numbering and tax settings
• Rental periods invoiced from the contract
• Credit notes and part invoicing

Supplier invoices go paperless and are matched to orders and goods received before they are paid.

• One inbox for supplier invoices
• Matched to the PO and goods in record
• Approval before payment
• Queries tracked with the supplier

A forecast built from your pipeline, contracts and payroll, split by department and quote stage.

• Revenue by department and month
• Weighted by quote stage
• Monthly payroll upload feeds staff costs
• Reports for the board and the bank

Employee records, holidays and absence in the same system that plans the work.

• Employee records and documents
• Holiday and absence calendar
• Engineer availability fed to the planner
• Payroll summary import