The Equipment rental pack

Everything in the pack,
and everything it will not do.

The CRM fields and stages that follow every call, what it connects to, and what it never says. Why any of it matters is on the Equipment rental page.

Equipment rental — this pack was built for the calls that reach this kind of business. Illustrative photograph.

Fields that are filled when the call ends

This trade pack is built to order. Below is the design we switch on for you: the fields, stages and never-say list are drafted, so with your price list and hours it can be switched on within days.

Equipment type and specificationHire period and delivery timeSite address and site contactOperator included or notRate and delivery charge quotedStock reserved

The stages an inquiry moves through

How many inquiries sit at each stage, on one line — in the order work actually flows in a Equipment rental.

Inquiry→Stock check→Reservation confirmed→Delivery and use→Return and invoice
PipelinePipelineInquiry4Stock che3Reservati2Delivery 1Return an1

What it will not do

Not a setting you switch on and off. These are blocked when the Equipment rental answering is built; anything that touches them goes to a person instead of being answered.

  • It never reserves a machine that is not in stock.It books only what the inventory shows free. A machine that is not there at seven stops the whole site.
  • It never guesses the delivery charge.Delivery depends on distance, so it takes the address and the hire desk confirms the figure in the morning.
  • It never explains how to operate a machine or what it can safely lift.A 3-ton forklift and a pallet that is “only slightly over” is a safety judgement for the operator and the hire desk. Controls and safety rules are explained at handover by a person.
  • It never says a licence is not needed.Equipment that requires a ticket is described as requiring one, plainly.

This page is the list; the argument is on the other one. What kind of call comes in at night, what a missed one costs, and why a machine must not say certain things are written on the page this pack came from.