Finance & expense management
Know What Every Rental Is Really Making.
Rental charges, additional charges and operating costs meet on the same rental — so you see revenue, expenses and profitability per rental, without waiting for month-end.
What’s included
Finance & Expenses in EffiFleet
- Rental charges
- Additional charges
- Transportation
- Driver / operator charges
- Fuel
- Maintenance
- Spare parts
- Service expenses
- Invoices
- Payments
- Receipts
- Outstanding balances
- Rental profitability
Rental revenue
Rental + additional charges
100
−Rental expenses
Operator, fuel
−14
−Service costs
Parts, labour
−11
−Transportation
Delivery & collection
−9
−Other costs
Permits, misc.
−4
= Rental profitability
62
How Finance & Expenses works
01
Invoices from the rental itself
Generate interim or final rental invoices from the un-billed period and charges. Periods cannot overlap and a charge cannot be billed twice.
- Interim and final invoices
- Additional and damage charges
- No double billing
- Customer payment terms
02
Payments, receipts and balances
Record payments against specific invoices or oldest-first, issue receipts, and see outstanding balances by customer.
- Payment allocation
- Receipts
- Outstanding balances
- Loyalty redemptions applied to invoices
03
Expenses and profitability
Record operating expenses with approvals and receipts, link them to rentals and equipment, and see what each rental really earned.
- Expense approval workflow
- Receipt requirements you configure
- Costs linked to rentals and units
- Profitability per rental
What changes for your team
- See profit per rental, not just revenue
- Chase outstanding balances with clear data
- Keep expenses tied to the work that caused them
Connected modules
Works with the rest of EffiFleet.
Rental Management
Operations teams see each rental from the first request to the final return — what was asked for, what was quoted, which units are allocated, who is delivering them and what happens next.
Fleet & Equipment
Each unit has one record: specifications, status, location, meter readings, rental history, service history, documents and the revenue it has generated.
Service & Maintenance
Handle breakdowns reported by customers, preventive maintenance and emergency repairs in one service workflow — with the right technician, checklist, parts and costs on every job.
Employee Operations
Drivers, operators and technicians are not separate systems. Every person is an employee with one or more roles — and EffiFleet assigns work based on those roles, permissions, availability and current assignments.
Customer Experience
Your customers get their own mobile app — separate from your internal systems — to request equipment, follow their rentals, raise service requests and see invoices and payments.
Ready to Put Your Fleet in Motion?
Bring rental operations, equipment, service, employees and customer management into one intelligent platform.