Contracts & Agreements
Definition
Quotes, reservations, contracts, signatures, and waivers — the front-counter rental workflow.
Features in this category
Capabilities that belong to Contracts & Agreements. A feature can live in multiple categories.
COI Management
Stores customer Certificate of Insurance documents, tracks expiry dates, blocks rentals when COI is expired or missing for the asset class.
Coupon Management
Discount codes applied at quote or contract creation. Percentage off, fixed dollar off, free-day promotions.
Credit Card Processing
Native integration with card processors to charge cards on file, deposits, and balances. Stores PCI-compliant tokens.
Damage Waiver
Optional fee added to rentals that limits the customer's liability for damage. Three flavors: customer-signed waiver, no waiver (full charge process), or sale of waiver at check-out.
Digital Signatures
Customer signs the rental agreement on a tablet, phone, or email link. Signature stored on the contract record.
Event Space CAD Rendering
Floor-plan and 3D space rendering for event rental businesses. Place tables, chairs, and staging within a venue model.
Extra shift (double/triple time rate management)
Additional charge when equipment is operated beyond standard shift hours (e.g. 2nd or 3rd shift).
Hour Meter Billing
Bills rental usage based on hour-meter readings rather than calendar time. Often combined with a base rate plus per-hour overage.
Job Costing
Allocates rental costs to a customer's specific job or project. Roll-up by job for end-of-job billing or cost analysis.
Late Fee Calculation
Auto-calculates fees when assets are returned past the contracted return date. Configurable grace periods, daily rates, or capped fees.
Mileage-Based Delivery Pricing
Delivery and pickup charges calculated by zone, mileage, or fixed flat rate. Auto-applied to contract.
Point of Sale (POS)
In-store sale of consumables (oil, blades, fuel) alongside rentals. One transaction, one payment, one receipt.
Quote and Contract Management
Create, edit, send, and convert rental quotes into binding contracts. Supports multi-line, multi-day, and recurring rental terms.
Rate Management
Configure rental rates by period (hourly, daily, weekly, monthly), by customer account, and by season or promotion. Includes account-specific pricing and rate-card refresh.
Recurring Invoicing
Automatic generation of repeat invoices for long-term and ongoing rentals — daily, weekly, monthly cadence.
Recurring Rentals
Long-term rentals that repeat on a schedule (monthly, quarterly). Distinct from recurring invoicing — the contract itself repeats, not just the billing.
Rent to Own
Contracts where rental payments accrue toward purchase. Tracks paid-in equity and remaining balance.
Waitlist Management
When equipment is unavailable for a requested date, customers join a waitlist. Auto-notifies as soon as it frees up.
Platforms that include Contracts & Agreements
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