Our Rental360 process is designed to seamlessly integrate with the rental portal, ensuring efficiency, automation, and end-to-end coordination. Below is an overview of how the software manages the entire rental process from start to finish.

Customer Interaction & Rental Management Portal

Real-Time Availability & Quote Generation

Customers and staff access the user-friendly Availability Portal to view real-time product availability and location data.

Rental Request Submission

Rental agreements are initiated through workflows. Team members utilize the rental portal to check unit availability. Once an available unit is identified, they call the Rental Department directly to request a contract. Once all the necessary unit and customer contract details are provided, a formal rental agreement is constructed.

Contract Generation

Quote-to-Contract

Seamlessly convert approved quotes into formal rental contracts with predefined terms, billing frequencies, and start/completion dates. Customers receive finalized agreements ensuring a swift transition from negotiation to commitment.

Customizable Terms

Tailor contracts to include specific services, labor, or parts. Enable automated workflow tracking and real-time stakeholder notifications to keep all parties informed and maintain transparent communication with customers.

Flexible Billing & Invoicing

On Demand Billing

Allow customers to select their preferred billing option, whether recurring cycles or single one-time invoices. This system empowers you to effortlessly switch between scheduled payments or ad-hoc transactions, maintaining accuracy and transparency across all financial interactions.

Additional Charges

Incorporate fees for services, labor, or parts, with synchronization to ERP systems for real-time invoicing and financial tracking.

Return & Post-Rental Management

Return Work Order Generation

Prompt post-rental workflows by generating return orders directly from finalized contracts, ensuring swift transitions from rental completion to equipment recovery.

End-to-End Post-Rental Processing

Streamline equipment returns, preventive maintenance, cleaning, testing, restocking, and repair tracking—all within a unified system for seamless resolution management.

Real-Time Inventory Updates & Billing Finalization

Sync inventory availability, restock items, and adjust final billing based on equipment condition assessments, ensuring financial accuracy and operational readiness.

Full Visibility & Audit Trail – Centralized Tracking

Work Order History

Maintain a clear audit trail of notes, attachments, and contract updates.

Compliance & Accountability

Manage workflow statuses and send automated notifications to stakeholders. Ensure alignment with contractual and regulatory standards.

Reporting Dashboards, Analytics & Continuous Improvement

Revenue Dashboards

Analyze income by customer, project, or product for strategic decision-making.

Continuous Improvement

Leverage analytics to refine processes, reduce costs, and enhance customer satisfaction.

ERP and Data Integration

Automated Data Flows

Sync customers, products, serial numbers, and inventory in Real-Time.

Financial & Operational Sync

Integrate pricing, sales orders, credit memos, and invoicing with ERP systems.

Data Warehousing

Centralize rental lifecycle data (contracts, invoices, maintenance logs) for holistic reporting.

Why Rental360?

Automated Workflow Orchestration

Rental360 eliminates manual tasks and errors by automating the entire rental lifecycle, from request intake (with customizable billing) through contract management, invoicing, return work orders, and preventative maintenance.

Real-Time Operational Visibility

Paired with AvailabilityPortal, it provides real-time unit availability and status updates, keeping customers and teams informed through notifications, while dashboards offer actionable insights into inventory utilization and performance.

Unified ERP Integration

Seamless, automated syncing with your ERP ensures critical data consistency for customers, products, inventory, pricing, sales orders, and transactions across all departments and systems. Learn More About Integration Capabilities

Transform your Rental Operations with Rental360—Precision, Efficiency, and Innovation from Start to Finish.