Rental Pilot

Module by module

Yard, rentals, sales, sites, service and work orders — one system

Everything below is live today and runs a working rental yard every day.

• Yard & dispatch

  Schedule, assign, reschedule and swap deliveries and pickups from a dispatch board and calendar. See what is stuck on site or overdue back, print the paperwork, and email site contacts automatically.

• Rent anything

  Serialized units with their own history, bulk items by quantity, flat-rate items, packages, gear you sub-rent from suppliers, fencing, and fuel and propane deliveries, all on one agreement.

• Rental agreements

  Daily, weekly and monthly rates per line, electronic signatures, and work queues from unsigned through active and awaiting return to history.

• Sales & parts

  Mark rented units sold and invoice them, and sell from a parts catalogue priced at cost plus your company markup.

• Job sites & customers

  Sites shared by several customer companies, site contacts with a reporting chain, per-customer pricing and price lists, and an on-rent summary for every customer.

• Service calls

  Log parts and labour on site with photos and a signature, then bill it on the agreement or as its own invoice. Field tickets turn hours worked into billable time.

• Work orders & maintenance

  Queues for approval, purchase orders and ready work, your own work-order types, custom inspection checklists, a maintenance log, and write-offs with reasons.

• Billing you approve

  Cycles run off the bill-through date and nothing invoices until your staff approve it. Payments, credits, voids, fuel billing, statements, aging, and sales tax for Canada, the US and Mexico.

• Equipment exceptions

  Sold, stolen, missing, damaged or stuck equipment goes to the customer’s site supervisor to confirm, then to a pickup call, then resolved.

• Customer portal

  Your customers see their rentals, invoices, orders and requests, place new ones, check their pricing and manage their own team, at an address on your domain.

• Field app

  iPhone and Android, working offline and syncing when back in range: photos, signatures, timesheets and clock-in, fuel logging, chat and push notifications.

• Radar, roles & your brand

  A built-in AI help assistant, seven permission levels with a preview of what each one sees, and your logo, colours, invoice numbers and domain throughout.

Every rental vertical

One platform. Any industry.

Rental Pilot adapts its terminology, modules, and billing defaults to your vertical — so your team sees a portal built for the way they actually work.