Rental management
Every Rental. Every Stage. One Connected Workflow.
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.
What’s included
Rental Management in EffiFleet
- Rental requests
- Quotations
- Approvals
- Equipment allocation
- Employee assignment
- Delivery scheduling
- Site deployment
- Active rentals
- Rental extensions
- Returns
- Inspections
- Rental completion
How Rental Management works
01
From request to quote to approval
Requests come in from your team or directly from customers in the Customer app. Review them, issue a priced quote with a validity period, and approve — or let the customer accept the quote in the app.
- Requests from staff or the Customer app
- Quotes with a validity period
- Re-quote when requirements change
- Customer quote acceptance in app
02
Allocation without double-booking
Allocate specific units to an approved request. A unit reserved for one rental cannot be booked for an overlapping period, and a turnaround buffer can be applied between rentals.
- Automatic or manual unit selection
- Overlap protection per unit
- Turnaround buffer between rentals
- AI equipment recommendations with reasons
03
Dispatch, delivery and active rental
Prepare equipment, schedule delivery and assign drivers and operators. Delivery meter readings are captured on handover, and billing begins from the actual start.
- Preparation and ready-for-dispatch states
- Driver and operator assignment
- Delivery meter capture
- Site confirmation
04
Extensions, returns and completion
Extensions re-check availability for every unit before they are confirmed. Returns record the return meter, open an inspection where required, and the rental completes once every unit is back and inspected.
- Availability-checked extensions
- Return meter readings
- Return inspections with checklists
- Damage charges from inspection results
What changes for your team
- Know the status of every rental without phone calls
- Stop double-booking machines
- Hand off cleanly between sales, operations and the field
Connected modules
Works with the rest of EffiFleet.
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.
Finance & Expenses
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.
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.