Whether you’re renting heavy equipment or event fixtures, RentalSeries works with NetSuite to help you streamline billing, manage inventory, and process returns in one place.
Key RentalSeries Product Benefits
RentalSeries is a comprehensive rental management solution built within NetSuite, designed to streamline operations and improve efficiency. It simplifies quoting, reservations, billing, and inventory tracking, ensuring accurate scheduling and invoicing. With powerful tools for managing rental workflows, businesses can enhance productivity, reduce manual processes, and optimize asset utilization.
Seamless Rental Management
Effortlessly manage the entire rental lifecycle, from quoting and reservations to billing and returns, all within NetSuite.
Streamlined Invoicing & Payments
Generate accurate rental invoices for each billing cycle and streamline payment collection with built-in integration.
Real-Time Inventory Tracking
Gain full visibility into rental asset availability, utilization, and maintenance schedules to maximize efficiency and reduce downtime.
RentalSeries Features
RentalSeries offers a powerful core set of features and can be further personalized to meet your equipment rental business’s unique needs.
Dashboards
Get at-a-glance visibility into your equipment rental business’s key metrics.
- Data visualization with graphs and charts
- Individual tiles allow you to track metrics like revenue, item utilization, and more
- Ability to drill down into detailed reports from each tile
Quoting Tools
Create rental transactions such as Rental Estimate, and Contracts.
- Create rent orders in an ecommerce style interface
- Search items and add to cart
- Check availability in real-time
Contract Management
Oversee customer rental agreements, terms, and schedules.
- Easy contract setup with a user-friendly interface
- Manage renewals, extensions, or early returns
- Customizable Terms & Conditions
Recurring Billing Schedules
Simplify your receivables management and save your accounting team time.
- Ideal for assets with long-term or subscription-based rental models
- Bill weekly, monthly, or at flexible intervals
- Automatic invoicing and payment collection
Item Utilization
Gain insight into the usage and availability of rented assets in real-time
- Monitor each item’s availability and usage history across its lifecycle
- Identify high-demand or underperforming assets by monitoring utilization over time
- Uncover performance issues and time lost due to repairs
Available to Rent Calendar
Gain real-time visibility into your inventory with the available-to-rent feature.
- Calendar view of real-time availability for all items across locations
- Filters let you search for specific items or categories
- View available quantity of high-demand items
Sub Rent
Ensure seamless rental operations even when inventory is insufficient by renting items from vendors to fulfill customer rental orders
- Generate Sub Rent purchase orders when inventory levels cannot meet rental demand
- Customize vendor pricing for more flexible cost management
- Track item receipt from vendors and returns efficiently
Rent Order Calendar
View timelines for multiple agreements with the rent order calendar.
- View daily, weekly, monthly, and yearly rent orders in calendar view
- Filtering options help you find orders by customer or item
- Drill down into individual rent orders from the calendar view
Asset Automation
Streamline the capitalization of fixed assets in NetSuite with our automated asset creation and tracking
- Automate asset record creation directly from item transactions.
- Eliminate manual setup of asset capitalization and improve efficiency.
- Enhance asset tracking with seamless integration between rental items and fixed asset records.
Logistics
Streamline the delivery and return process with digital sign-offs.
- Capture customer signatures at delivery to confirm item receipt
- Verify item returns with warehouse personnel signatures upon off-rent
- Store signed delivery and return records directly within RentalSeries for easy tracking
Quick Return
Easily manage your off-rent processes with quick returns
- Receive items from multiple contracts or a single contract
- Automatically create inspection orders when items are returned
Inspection Checklist
Ensure rental items are returned in optimal condition with a structured inspection process.
- Generate a Rental Check-in Job Card upon item return.
- Track inspection details, including item condition and damages.
- Ensure accountability with a documented inspection process.
Action Items
Streamline repair workflows by defining and tracking task-specific action items.
- Identify necessary repairs when a rental item is returned with damage during inspection
- Generate a list of action items based on the damage type using predefined templates
- Assign tasks to technicians and track progress directly within the Job Card
ePayment
Automate payments with EBizCharge that instantly syncs to RentalSeries and RepairSeries
- Instantly Add Payment Links to Rental & Repair Invoices
- Automated Payment Syncing
- Cost-Efficient Payment Processing
eSign
Easily collect digital signatures for Rental and Repair documents with seamless SignNow integration
- Digitally send Rental Estimates and Orders directly from RentalSeries
- Sign documents from anywhere, at any time, on any device
- Legally binding and secure, ensuring industry compliance while keeping your data protected.
CMMS
Schedule preventative maintenance on your rental equipment to prevent failures, breakdowns, and costly repairs before they happen with this RepairSeries add-on.
- Schedule routine inspections for rental inventory or internal equipment
- Track preventative maintenance KPIs with dashboards and calendars
- Create a maintenance plan and automatically schedule maintenance
Reporting
Track and report on your equipment rental business’s key performance metrics.
- Native integration with NetSuite makes reporting complete and robust
- Data visualization helps you make better decisions quickly
- Track metrics like utilization, turnover, revenue, and more
Mobile
Get access to your inventory, contracts, billing and more, even when you’re not at your desk.
- Mobile-friendly dashboards and reports
- Responsive design
- Clean, easy-to-native interface
How Does NetSuite + RentalSeries Fit Into Your Rental Process?
Planning & Inventory Check
How RentalSeries Supports – Tracks available-to-rent per Item and Location via Calendaring capabilities.
How NetSuite Supports – Provides available-to-sell information for rental consumables. Item Record and Serial Number show rental utilization and turnover metrics.
Rental Contract Creation
How RentalSeries Supports – Provides ease in creating Rental Contracts either from Rental Opportunity, Rental Estimate or Rental Order. E-commerce type experience in selecting Customers, adding items, updating rates and assigning discounts.
How NetSuite Supports – Provides NetSuite Center links to create Rental Transactions via NetSuite User Interface leveraging standard functions in Order to Cash features.
Rental Quick Ship & Delivery
How RentalSeries Supports – Offers smart search capabilities to scan for item and serial or show list of items for delivery by Rent Order or Delivery Order. The Quick Ship process can automatically create Delivery Orders and corresponding Fulfillments to complete the move of items to Customer locations.
How NetSuite Supports – Provides list of Delivery Orders and corresponding Item Fulfillment / Item Receipt for review and reference. Standard NetSuite printout templates for Picking Ticket and Packing Slip may also be utilized.
Billing Schedule and Invoicing
How RentalSeries Supports – Generates Billing Schedule to show forecast of revenue and schedule of invoicing for specific rental contracts. This allows creation of Invoices for definite and evergreen orders. Calculates amount proration for partial returns and early returns.
How NetSuite Supports – Leverages use of standard Invoicing functions and utilizes communications to send invoice to Rental Customers. Standard printout forms may also be utilized.
Quick Return & Inspection
How RentalSeries Supports – Processes return of rental items via the Quick Return that lists down items applicable for return. Preload page allows scanning of item / serial then system automatically identifies related Rent Order and Pickup Order. Both pages can create Pickup Orders and corresponding Item Fulfillment / Item Receipt to complete return from Customer location to Company’s Inspection Location.
How NetSuite Supports – Provides list of Pickup Orders and corresponding Item Fulfillment / Item Receipt for review and reference. Standard NetSuite printout templates for Picking Ticket and Packing Slip may also be utilized.