Rental invoice checks
Billed dates, rates and fees are compared to delivery and call-off dates; clean invoices get approved and disputes drafted.
Roles
Equipment Manager
a construction professional who manages a company’s fleet of machines, the repair shop, rentals and the cost of equipment on each job
Your job, minus the screen work
You keep machines working and charged to the right jobs. Between the yard, the shop and the rental houses, a lot of your day goes to matching dates, meters and invoices across screens.
Where your week goes
Billed2
- Checking rental invoices against off-rent calls in a spreadsheet
- Finding machines with engine hours but no job charge
Down1
- Disputing a machine billed weeks past its call-off
Idle1
- Turning operator defect reports into work orders
Unassigned1
- Watching a superintendent rent a machine while an owned one sits idle
What an agent takes over
Work orders
Defect reports, fault codes and meter readings become work orders with parts reserved.
Yard first
Equipment requests are matched to idle owned units before anyone calls the rental house.
Job transfers
Every move gets a transfer in the ERP so the machine charges the job.
Inspection records
Reports are filed by date so a roadside or audit request is easy.
What stays with you
-
What is wrong with a machine and whether it is safe to release
-
Buy, rent or sell decisions
-
Negotiating rental rates and waiver terms
-
Relationships with the rental reps who find a machine on a Friday
Apps you already juggle
ERP equipment module, CMMS, telematics, fuel cards, mobile inspection apps, rental portals, Excel, Outlook.
- ERP equipment module
- CMMS
- telematics and fuel cards
- mobile inspection apps
- rental portals
- Excel
- Outlook
A week, before and after
Before
- Sort a stack of rental invoices from memory.
- Lose a call-off number in voicemail.
- A truck goes out with an open defect.
- An owned excavator idles while you rent another.
After
- Approve invoices that passed every check.
- Send disputes the agent drafted.
- The truck is marked down until repaired.
- The idle unit gets booked to the job.
See every workflow for your role
See every fleet and shop workflow an agent can run.
Equipment Manager workflow catalog 26 constructionNo prompts. No babysitting. No Integrations.