Equipment rental
Applies to version 26.99.5
Track your tools and machinery, book them to projects with date-based rentals, and either keep the cost internal or bill it on to the client.
What you can do
Catalog
Owned and rented-in items with rates, capacity and photos.
Bookings
Reserve equipment for a date range; overbooking is prevented.
Client billing
Charge a project's client automatically at the best-value rate.
Handover
Internal rentals to workers/projects for accountability.
Two billing rails
Internal
- Assign tools to a project or worker.
- Tracked for accountability — not billed to a client.
- Great for your own kit moving between sites.
Client
- Rent to a project that has a client.
- Automatically charges the client at the optimal rate.
- Appears on the client statement as a service charge.
Tracking modes
- Bulk — a pool of identical units (e.g. 3 drills); book any 2.
- Serialized — named assets (Drill #1, Drill #2) each with its own status and history.
In this section
Setting up the catalog
Define equipment items: categories, bulk vs serialized tracking, the per-period rate matrix, deposits and photos.
Booking workflow
Plan, issue and return equipment with availability checks, partial returns, and overdue accrual.
Billing the client
Charge a project's client for equipment automatically at the best-value rate, via the service-charge rail.