List of equipment and attachments that are activated, sold, or pending activation. It allows tracking the stock of equipment and attachments. It gathers key information for each item, such as: rental status, model, family, chassis number, value and opening date, current and historical hour meter readings, statuses (rented, available), and sub-statuses (assigned for sale, sold, under disassembly, etc.).

Contracts are equivalent to a SAP order and contain contract information such as the customer name, start date, and end date. Each contract can have one or multiple pieces of equipment associated with the rental, each giving rise to a separate contract line per machine.

Each contract line corresponds to a SAP order line item for a specific piece of equipment. It records the equipment rented along with customer details, internal equipment number, start and end dates, line item number, rate type, minimum hours, active/inactive status of the contract line, etc. Line items are not reused. There can be multiple line items for the same piece of equipment under the same contract if a machine is replaced and later re-entered. Attachments are treated the same way as machines — that is, one contract line per rented attachment.

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Contracts and contract lines follow the same concept as SAP orders and SAP line items.

The mobile Work Order (WO) can be created directly by the technician or generated from a maintenance request (ticket). In the mobile WO, various data are recorded, including the type of WO (inspection, corrective maintenance, preventive maintenance, etc.), details of the work performed, waiting times, parts used, start and end times, maintenance cycle performed, worksite address, and more.

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All of this is managed from a mobile device.

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The mobile WO can be used both in workshops and in the field. It supports both online and offline functionality.

Tickets are created for technicians for preventive maintenance based on maintenance cycles, corrective maintenance, and inspections.

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Tickets are assigned to each technician and can be in a pre-ticket, open, or closed status. When a ticket is open, it becomes visible to the technician.

An open ticket is converted into a mobile Work Order (WO).

This process allows control over the execution pace of scheduled maintenance, both at the mechanic and customer levels.

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Technicians can view their assigned tickets directly from their mobile devices.

For each delivery/dispatch and reception, an inspection is performed, including photographs of the equipment. This inspection is converted into a PDF document, which is attached to an email sent to a predefined list of recipients.

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These certificates are created using a mobile device, but the most relevant data from the certificate — such as customer, equipment, observations, etc. — are also recorded in Dynamics.

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The certificates are signed directly on the mobile device by the customer, the transporter, and the mechanic or supervisor.

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All of this is managed from a mobile device.

Each end of an equipment rental automatically generates a record in the workshop entry request entity, logging the date of arrival at the branch.

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When the equipment is admitted into the workshop, the system records the workshop entry date, the estimated exit date, and the actual workshop exit date. In case of delays, it also allows specifying the cause (e.g., lack of spare parts). The system calculates both the number of days in the workshop and the number of delayed days.

Standard time activities correspond to a catalog of tasks, where for each equipment model the possible activities and their standard times are defined.

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The standard time activity logging allows the technician to submit a proposed list of activities to their supervisor for a specific piece of equipment. The supervisor can accept, reject, or propose new activities. The time recorded for each activity is based on the predefined standard time.

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All of this is managed from a mobile device.

For each machinery family, each technician has a checklist indicating the condition of each check item upon entry (e.g., Good, Bad), the action to be performed (e.g., Replace, Repair, Clean, Adjust), and the condition of the item upon exit (e.g., Good, Bad). Comments can also be added. Supervisors review the checklists completed by each mechanic and for each piece of equipment from their computers.

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All of this is managed from a mobile device.

It allows the mechanic to request authorization from the supervisor to replace the undercarriage components of a piece of equipment. To do this, the mechanic provides information such as floor type, undercarriage type, and the units to be replaced. The supervisor can then approve or reject the request.

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All of this is managed from a mobile device.

It allows the evaluation of equipment working conditions at each customer worksite address, in order to take this information into account for applicable rate setting and maintenance planning.

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All of this is managed from a mobile device.

It allows monthly recording of data, including billed and billable hours for each rented equipment unit, for pricing and invoicing purposes. Each of these reports is linked to a contract line or position

It allows the recording of all operational damages to equipment that are attributable to the customer and must be billed. The objective is to facilitate customer invoicing and collection, and to enable tracking of the collection process. This is complemented by the equipment delivery and reception certificates

It allows mechanics or administrative staff to document, via mobile device, the condition and hour meter reading of machinery stock in the field through photographs. This is important for fixed asset auditing purposes.

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All of this is managed from a mobile device.

Recording of hour meter readings obtained from API calls to the equipment telematics providers. This is important for tracking operating hours for pricing and maintenance purposes.

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The goal is to consolidate data from the telematics platforms of different brands into a single system.

A set of entities where monthly pre-invoices are calculated for each piece of equipment and customer based on the applicable rate type. Various types of rates are supported, including Fixed Rate, Flat Rate with Individual Minimums, Flat Rate with Shared Minimums, Tiered Rate, Individual Minimum Hour Settlement, Actual Hour Settlement with Annual Adjustment, Tiered Rate with Shared Minimums, among others.

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Additional charges such as operator costs, transportation, damages, etc., can also be included.

Mobile functionality (mobile app) that allows users to take a photo of the hour meter and report its reading. The value is recorded in D365, and both the photo and the reading are sent via email to a predefined list of recipients.

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All of this is managed from a mobile device.

Equipment reservation management for future demand—either open or firm—for a new contract. In addition to the ability to specify salesperson, customer, equipment, and dates, each reserved item also shows its current rental status and its workshop status if it’s being prepared for rental.

Mass data upload for each entity.

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Role-based access control by entity.

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Export of entity views to Excel.

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Possibility to use Word templates (PDF) to print entity record data as forms.

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Entities that require it, such as machinery, can be enabled to store documentation like initial registration certificates, homologation certificates, etc.

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Data source for Power BI reports. Power BI reports are created using Power BI Desktop and can be stored locally or published to Microsoft cloud services.

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Native Android mobile app with offline mode available for some entities.