This guide is currently being worked on, it is not finished yet.

Many companies have a substantial Hire or Rental fleet in addition to the equipment that is serviced on site. Call2field does not have a direct method to do this yet, but there is a simple way to keep track of Hire and Rental equipment.

Before we begin there are a few things that we would need to set up:

1. We need a site to store the rental equipment when it is off-hire
2. We need a way to distinguish rental equipment from customer owned equipment when it is on-hire
3. We need a way to deliver and collect equipment.
4. We need a way to invoice for the time a piece of equipment is on hire
5. If something goes wrong with a piece of rental equipment, we need to be able to repair it when it is on site

Some of these can be done using codes, the rest will be done using features in the Customer Module of Call2Field.

We need to create a site to store our Off-Hire rental Equipment at. This could be the same physical site as your office or warehouse, but in Call2Field it should be it's own site.

Setting this up is the same as setting up stock sites. Hover over the Customer Module, and click the plus icon next to site.

Make sure that you set it as a warehouse, and the customer is linked to your own internal customer. This will allow you to assign equipment as needed.

Next we can create our hire fleet. From your Rental site, Click on the Equipment tab, then click New Equipment. This will allow us to add the new rental equipment to the site. When you add the equipment, in the serial number field, we recommend formatting it as “RENTAL - FleetNumber”. This will ensure that you don't lose track of which piece of equipment is which on a site.

You should also set parts and labour to Not Billable, in case the equipment needs repairs while it is out on hire. This does depend on your business processes as you might still apply a callout charge to rental equipment.