Equipment / Generator Fleet
Track this workflow with controlled records, ownership, status changes and reporting.
All solutions
Heavy Machinery & Generator Rentals CRM CRM
Rental CRM for commercial equipment, generator fleets, contracts, dispatch/return, maintenance and monthly billing schedules.
The category workflow uses the same customer, document, payment, permission and audit foundations as the rest of the platform.
Operational modules
Structure the work your team already performs.
Enable only the records and actions relevant to this business category.
Rental Contracts
Track this workflow with controlled records, ownership, status changes and reporting.
Dispatch / Return Logs
Track this workflow with controlled records, ownership, status changes and reporting.
Monthly Billing Schedules
Track this workflow with controlled records, ownership, status changes and reporting.
Maintenance & Downtime
Track this workflow with controlled records, ownership, status changes and reporting.
Utilization Reports
Track this workflow with controlled records, ownership, status changes and reporting.
01
Capture
Add the customer, requirement and source record.
02
Assign
Give the work a responsible person and next action.
03
Transact
Create documents, payments and operational records.
04
Review
Use activity and reports to manage the next decision.
Review this workflow with your team.
Start a trial or discuss the modules, roles and integrations required for deployment.