Your Team Shouldn't Be the Customer Portal
Client Portal Software for Equipment Dealers and Rental Businesses
Give Them a Place to Check Before They Call Again
Requests Need a Place to Go
Let customers submit service, rental, and account requests without starting every conversation by phone.
Documents Should Be Easy to Find
Give customers access to invoices, contracts, records, and account details without another office search.
Account Details Stay Connected
Keep customer activity tied to the same records your team uses across rental, service, sales, and billing.
The Office Gets Fewer Interruptions
Handle routine customer needs without turning every invoice copy or status check into a desk-side scramble.
A Lot More Than a Login
Rental Management
See what's booked, out, late, damaged, or ready before another machine leaves the yard.
Service & Work Orders
Keep jobs, techs, labor, PMs, warranty notes, and parts requests from scattering across the shop. Generative AI helps techs draft notes and work-order descriptions faster.
Parts & Inventory
Know what's in stock, what's promised, and what needs ordering before one missing part backs up the day. AI-powered forecasting flags shortages early and suggests what to reorder.
Sales & CRM
Keep the quote, trade-in note, follow-up, and commission tied to the account sales is working.
Logistics & Dispatch
Assign the driver, plan the route, and keep delivery details visible after the truck pulls away.
Financials
Keep invoices, payables, GL, and asset details close to the activity that created them. Upload a bank statement and let AI match transactions to your records in minutes.
Customer Portal
Let customers check invoices, request service, and book equipment without another call to the front desk.
eCommerce
Let a buyer reorder parts online while pricing, stock, and account activity stay connected behind it.
Mobile Field Service App
Give techs the job details, notes, photos, and updates they need before they leave the truck.
Analytics & Dashboards
See what's moving, lagging, selling, waiting, and costing money without building five reports first. Or just ask Skipper, the built-in AI assistant, for the numbers you're cleared to see.
Integrations
Bring outside data in without making the team babysit another login, export, or spreadsheet.
Asset Bridge
Pull OEM asset details into the record before someone has to type model numbers by hand.