Working in the demo
- Customer accounts, contacts, and shared notes
- Multi-branch fleet search and physical-unit assignment
- Quotes, reservations, and delivery status changes
- Service calls, technician assignment, and swaps
Equipment rental operations · GUIDED PILOT
One record from the counter to the jobsite.
Rent. Manage. Deliver. keeps the customer, the physical unit, the order, dispatch, and service on the same record. The counter, the yard, and the truck stop retyping the job into a second system.
Guided access. Sign in or request a demo. Fictional sample company. No live charges in the demo. Book a pilot opens your email app. Nothing is submitted on this site.
- COUNTER
- Account and jobsite
- YARD
- Physical unit number
- TRUCK
- Driver and window
- SERVICE
- Same unit, same call
The workday, in order
From the first call to the jobsite.
The guided demo is a workflow, not a slideshow. Each step opens working records in a fictional five-branch rental company and says what to do next.
- 01Find the customerContacts, jobsite access, and terms.
- 02Quote and reserveDates, equipment classes, and illustrative rates.
- 03Assign and dispatchUnit numbers, driver, truck, and window.
- 04Support the rentalBreakdowns, visits, and replacement units.
Fewer handoff gaps
One customer. One machine. A connected team.
Move from the call to a reservation, an assigned unit, and a delivery without losing the jobsite along the way.
- Know the account
- Contacts, shared notes, jobsites, and rental history stay with the customer. Sales and the counter start from the same record.
- See the fleet
- Search physical units across branches. Separate available equipment, reservations, on-rent units, and machines that need service.
- Carry the handoff
- Create the quote, assign real unit numbers, follow dispatch, and open service against that same unit.
Clear expectations
What you can run today, and what is still ahead.
Evaluate the product with a hard line between the working demo and integrations that are not connected yet.
Not in this release
- Phone notifications and delivery email: preview only
- Live location, arrival estimates, and driver calling: not connected
- Machine telematics and fault feeds need a provider integration
- Automated off-rent, final billing, and proof of delivery: not released
Guided pilot
Book a guided pilot for one branch.
There is no self-service signup and no public price list. Choose the people who will use it, then walk the workflow before any real rollout.
What the pilot includes
- Accounts, fleet, quotes, dispatch, and service on one sample company
- The kinds of equipment, how deliveries work, and which connections matter
- A clear line between what you can run today and what is still ahead
What happens after you email
- Book a pilot opens your email app. This site does not send the message for you.
- We reply by email to set a time and name the branch you want to walk.
- Scope and price are agreed directly. A walkthrough is not a production-readiness guarantee.
Email [email protected].
Before the walkthrough
Is the demo using real customer information?
No. Lone Mesa Rentals is a fictional company. Its starting dataset has five branches, 300 physical units, and 50 active plus 50 inactive customer accounts. Changes made in this practice company stay in the demo.
Do we have to switch everything at once?
The pilot starts with an agreed workflow and sample data. Data mapping, imports, roles, and go-live requirements are reviewed before real operations move.
Can we use our existing GPS or telematics provider?
That is the intended approach. Provider API access, device identifiers, and supported readings have to be confirmed. No particular provider is connected today.
What should we bring?
Branch count, equipment categories, current systems, the delivery workflow, and the integrations you need. Bring sample data, not passwords or sensitive customer documents.