Equipment rental

Machines out, back and their status. Contracts, orders and breakdown tickets stay on the client.

Contacts
Companies
Forms
Deals
Quotes
Orders
Tickets
Documents
Tasks
Automations
Products
Custom applications
Integrations
Contacts
Companies
Forms
Deals
Quotes
Orders
Tickets
Documents
Tasks
Automations
Products
Custom applications
Integrations

Contacts

Site managers and owners: who signs the exit and who is on the construction site upon return.

Contacts  (3)

Companies Filters Actions New Contact
Contact Tag Type Job role Company Source
SR Sara Riva Day Customer Site manager Quest Riva Telephone
MB Marco Bianchi Week Follow-up Customer Owner Alfa setups Site
LF Luca Ferri Construction site Interior Warehouse worker Beta Packaging Construction site

Which customers keep machines past the date.

Reports
Charts
Type
Source
Companies

Companies

Companies and fitters, with the park they have outside.

Companies  (3)

Contacts Filters Actions New Company
Company Tag Type Industry Contact Source
SR Quest Riva Day Customer Construction Sara Riva Telephone
MB Alfa setups Week Follow-up Customer Events Marco Bianchi Site
LF Beta Packaging Construction site Interior Industry Luca Ferri Construction site

Forms

They ask for a car: dates and construction site arrive before confirming.

Ask for equipment

Machine, dates and construction site. We'll tell you if it's free.

Email
Name
Surname
16/04/2026
How can we help you?
Send
Back Rental expiring, plan to return View logs Run test Active Save
100%
Add action
Start
Fixed schedule
Planned
Return date approaching

read_google_sheet

connector 1
ForEach Loop

loop_foreach

php 2
Return date approaching
Notify construction site and warehouse

create_contact

1
End

The return date is approaching: the construction site and warehouse receive the notice.

Deals

Scaffolding, platform, pallet truck: the deal closes when the machine is assigned.

Deals | Sales

Group by
Board List
Deal
New lead 2
6.500,00 €
1.750,00 €
20%
Construction site scaffolding Riva

€ 2.000

Quest Riva

26 Nov

  • MB
    • 30%
    Platform for Alfa fair

    € 4.500

    Alfa setups

    4 Dec

  • SR
    • Lead qualified 2
    15.000,00 €
    8.500,00 €
    50%
    Pallet truck, one month

    € 5.000

    Beta Packaging

    22 Nov

  • LV
    • 60%
    Construction site renovation

    € 10.000

    Quest Riva

    19 Nov

  • MB
    • Negotiation 1
    10.000,00 €
    8.000,00 €
    80%
    Retargeting

    € 10.000

    Beta Packaging

    17 Nov

  • LV

    • Open rentals and expected rent for the month.

    Reports
    Charts
    Status
    Amount
    Companies

    Quotes

    The offer indicates car, days and transport.

    Quotes | Status

    Actions
    Board List
    Quote
    Draft 2
    4.280,00 €
    Scaffolding offer Riva

    #PREV-5-2026

    € 2.440

    Quest Riva

    24 Nov

  • MB
    • Fair rate Alfa

    #PREV-3-2026

    € 1.840

    Alfa setups

    30 Nov

  • SR
    • Sent 2
    5.700,00 €
    Monthly pallet truck fee

    #PREV-6-2026

    € 3.900

    Beta Packaging

    20 Nov

  • LV
    • Q2 Acme partnership

    #PREV-4-2026

    € 1.800

    Quest Riva

    18 Nov

  • MB
    • Accepted 1
    20.023,00 €
    Fair rate Alfa

    #16-2026

    € 20.023

    Beta Packaging

    12 Nov

  • LV

    • Offers accepted and machines already occupied.

    Reports
    Charts
    Status
    Amount
    Companies

    Orders

    Exits and re-entries, from the state of preparation to closure.

    Orders | Status

    Board List
    Order
    New Order 2
    2.912,00 €
    Scaffolding exit, 15 days

    #OR-29-2026

    € 2.143

    Quest Riva

    18 Nov

  • MB
    • Platform rental, 2 days

    #OR-11-2026

    € 769

    Alfa setups

    23 Nov

  • SR
    • Taken in charge 2
    3.975,00 €
    Pallet truck Beta

    #OR-9-2026

    € 1.952

    Beta Packaging

    16 Nov

  • LV
    • USB-C hub

    #OR-18-2026

    € 2.023

    Quest Riva

    21 Nov

  • MB
    • Revenue 1
    1.098,00 €
    Scaffolding exit, 15 days

    #OR-15-2026

    € 1.098

    Alfa setups

    13 Nov

  • SR

    • What's out and what needs to come in this week.

    Reports
    Charts
    Status
    Amount
    Companies

    Tickets

    Breakdown, delayed return, missing piece: the ticket remains on the machine and on the customer.

    Tickets

    Board List
    Ticket
    Open 2
    Engine not starting

    29707

    Quest Riva

    16 Nov

  • MB
    • Return after the date

    29616

    Alfa setups

    18 Nov

  • SR
    • Progress 1
    Missing piece upon return

    29515

    Quest Riva

    13 Nov

  • LV
    • Closed 1
    Return after the date

    29402

    Alfa setups

    11 Nov

  • MB

    • Which machines come back damaged and how often.

    Reports
    Charts
    Status
    Priority
    Topic

    Documents

    The exit report, with accessories and status, is on the rental.

    Exit report

    Save
    Data Connections (0)
    Preview Download
    Type
    Procedure
    Stakeholders
    MB Marco B.
    SB Sara Bianchi
    Add
    Content

    State of machine and accessories

    Goal

    Align the team on dates, owners and the first deliverable.

    Next steps

    1. Rossi project kickoff: goals and dates in the CRM.

    Tasks

    Preparation of exits and return checks.

    Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    Rossi 3
    Prepare the scaffolding
    Rossi

    2/4

    Tomorrow

  • MB
    • Rossi
    Check the Alfa return

    1/3

    17 Nov

  • SR
    • Order the replacement

    3/3

    12 Nov

  • LV
    • Bianchi 2
    Send monthly report
    Bianchi

    0/2

    16 Nov

  • SR
    • Bianchi
    Check the Alfa return

    1/5

    Yesterday

  • MB
    • Verdi 1
    Prepare the scaffolding
    Verdi

    0/1

    20 Nov

  • LV

    • Tasks | Projects

    Group by
    Board Cards Calendar List
    Task
    08:00
    09:00
    10:00
    11:00
    12:00
    13:00
    14:00
    15:00
    16:00
    17:00
    18:00
    Mo
    9
    Prepare the scaffolding
    Check the Alfa return
    Tu
    10
    Order the replacement
    Rossi project kickoff: goals and dates in the CRM.
    We
    11
    Prepare the scaffolding
    Check the Alfa return
    Th
    12
    Maintenance contract expiry
    Call with Rossi & Co.
    Fr
    13
    Send monthly report
    Rossi project kickoff: goals and dates in the CRM.

    The warehouse week: who leaves and who returns.

    Automations

    Return near: the notice goes out to the construction site and warehouse.

    Start
    Rental expiring, plan to return
    Event Deal
    Condition

    condition

    Control 1

    Yes

    Create Task

    create_task

    2

    No

    End
    Back Rental expiring, plan to return View logs Run test Active Save
    100%
    Add action
    Start
    Fixed schedule
    Planned
    Return date approaching

    read_google_sheet

    connector 1
    ForEach Loop

    loop_foreach

    php 2
    Return date approaching
    Notify construction site and warehouse

    create_contact

    1
    End

    Which returns have already been notified.

    Products

    Scaffolding, platforms and pallet trucks: the park from which the rental comes out.

    Scaffolding
    Total (with VAT) € 108,58

    Net price

    Discount

    Taxes

    € 89,00

    -

    € 19,58

    Margin

    Percentage Margin

    Markup

    € 34,00

    38%

    62%

    Product Code PRD-01
    Stock 24
    Price € 89,00
    Owner Sara Bianchi
    Categories Catalog
    Supplier Rossi
    Warehouse Warehouse A
    Status Active

    Custom applications

    Machine code, location and status: available, out of stock or under repair.

    Equipment
    Tools, devices and gear — codes, warranty, condition.
    Code Brand Model Location Owner Status
    EQ-204 Trumpf P1 scaffolding, on site Plant A Marco B. Available
    EQ-118 Toyota 12 m platform Warehouse Fleet team Assigned
    EQ-055 Amada EQ-118 pallet truck Plant B Luca V. Maintenance
    EQ-301 Haas Generator, in the workshop Plant A Sara R. Available
    Contracts
    Leases, services and subscriptions — code, dates, amounts.
    Code Contract type Start date Amount Owner Status
    CTR-441 Service 01/01/2026 4 800 EUR Marco B. Active
    CTR-220 Lease 15/03/2025 18 000 EUR Luca V. Active
    CTR-088 Subscription 01/06/2025 960 EUR Fleet team Expiring
    CTR-110 Service - - Sara R. Draft

    Construction site contracts: duration, fee and machines included.

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