Explain recurring charges
Keep invoice periods and rates linked to the signed commercial terms.
Rental services
Keep every rental linked to its agreement and invoice.
Rental businesses need a clear record of what is rented, to whom, for which period, and at what charge. Map your agreement, billing, and collection process for commercial property, spaces, equipment, or other rentable assets.
Built around your business
Turn daily activity into a clearer business view.
A rental agreement changes over time: an asset is reserved, handed over, billed, renewed, and eventually returned or vacated. Keeping dates, rates, deposits, and service charges connected to the agreement helps explain every invoice and closing adjustment.
Improve collection follow-up
Review outstanding invoices alongside deposits and agreement history.
Avoid incomplete closures
Track handover, return, and final adjustments as part of one agreement.
Solution capabilities to scope
What your rental services solution should connect.
Build the scope around the records your team uses, the decisions it makes, and the exceptions it needs to manage.
01 / SOLUTION AREA
Asset and customer records
Define the rentable units or equipment, availability information, customers, and agreement references you need to maintain.
02 / SOLUTION AREA
Rental terms
Review billing periods, rates, deposits, renewal dates, and any agreed changes in charges.
03 / SOLUTION AREA
Billing and collections
Map recurring invoices, additional service charges, payment receipts, and outstanding balances.
04 / SOLUTION AREA
Returns and closure
Discuss handover or return records, adjustments, deposits, and closing an agreement without losing its history.
Recommended starting point
ERP & rental workflows
Confirm recurring billing, agreement management, availability, deposits, and return workflows during discovery. The final solution may combine ERP configuration with an add-on or custom application.
Explore the solution approach ↗An example operational workflow
How the work moves from start to finish.
Follow a typical transaction through the business. We adapt the sequence, approvals, and handovers to your operation during discovery.
- 01
Identify availability
Register the property unit or equipment, its condition, and the dates relevant to availability and allocation.
Key record
Asset or unit register
- 02
Agree the rental terms
Record the customer, rental period, billing frequency, rates, deposit, and approved additional charges.
Key record
Rental agreement
- 03
Record handover
Capture possession or equipment handover, the effective start date, and any opening condition or meter records required.
Key record
Handover record
- 04
Bill and collect
Prepare invoices for the agreed periods, reconcile receipts, and review renewals, rate changes, and overdue balances.
Key record
Billing schedule and customer balance
- 05
Return or close the agreement
Record return or vacation, final charges, approved deposit adjustments, and the asset's next availability date.
Key record
Closure and deposit reconciliation
Reporting priorities
Know what to review.
Know which records support it.
Agree report definitions, date ranges, ownership, and source transactions before implementation. Use these industry-specific views as a starting point for your reporting scope.
- Asset availability and active agreements
- Upcoming renewals and billing periods
- Rental dues and collection ageing
- Deposits, adjustments, and agreement closure
Implementation approach
A practical path from discovery to daily use.
Agree the scope and acceptance criteria first, then prepare the data and people who will run the process.
- 01
Discover the operation
Walk through a real transaction with your operations and accounts teams. Agree the priorities, exceptions, and reports.
- 02
Design and configure
Confirm product fit, responsibilities, approvals, and data fields. Scope any add-ons, custom workflows, and integrations.
- 03
Prepare opening data
Clean and map master records, opening stock, balances, and active transactions. Reconcile the data before migration.
- 04
Test and train
Run representative transactions and exceptions with your users. Verify calculations, reports, access, and operating procedures.
- 05
Go live and review
Agree the cutover plan and support arrangements. Review early transactions and resolve issues with the responsible team.
Before you decide
Your industry questions, answered.
Can property and equipment rentals use the same workflow?
They share agreements, billing periods, deposits, and collections. Equipment may need condition checks, usage readings, and maintenance holds; property may need unit occupancy and service charges. These differences should be configured or developed within the agreed scope.
What determines the implementation scope and cost?
The scope depends on your users, locations, opening data, approvals, reporting, and integrations. We review a representative workflow and agree what uses standard functionality, what needs configuration, and what needs additional development before preparing the proposal.