Contracts & Agreements

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.