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Are you protected with the necessary tools to run your rental business efficiently?

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Presentation on theme: "Are you protected with the necessary tools to run your rental business efficiently?"— Presentation transcript:


2 Are you protected with the necessary tools to run your rental business efficiently?

3 Press Enter For Next Slide Do you feel locked out of operating your business more efficiently because of your antiquated software?

4 Genisys Software can link your business together under one complete inventory management system.

5 AlphaRENTAL is a comprehensive, powerful software package that manages all aspect of a rental, sales, and service business. Our flexible software is ideal for rental companies of any size and structure. Most importantly, AlphaRENTAL is extremely easy to use.

6 AlphaRENTAL Main Menu Version 7.4 The following screens show just some of the important areas of our software package. We are displaying Main Menu, Order Processing, Availability Screens, Equipment Files, Dispatch, Credit Memos, Purchase Orders, Work Orders, and Customer Maintenance Features. If you would like to see a Free WebEx demo for this software please contact the Genisys Sales Dept.

7 Main Menu

8 AlphaRENTAL Easily controlled by a Mouse, Touchscreen, Function Keys or Keyboard

9 AlphaRENTAL Main Menu Drop down menus allow even quicker navigation to any area of the software.

10 AlphaRENTAL Main Menu More drop down menus allow even quicker navigation to any area of the software.

11 AlphaRENTAL Main Menu New Dashboard features six tabs for easy viewing by managers. Most graphs can be modified to show different colors, types of graphs, etc.

12 Order Processing

13 Main screen in Order Processing will allow you to choose from several different Modes. Reservations and Quotes can quickly be converted to contracts, or create a Pick-Up Ticket and record any Lost Rental or Sales.

14 The optional Drivers License Scanner automatically fills in the customers information and stores the image in the customer file plus view customer information such as any open contract dollar amount, YTD dollars spent, credit limit, last active, customer start, A/R Balance, rental and sales discount and much more.

15 Authorized Users can be quickly added for each customer to help protect your customers business, and this information will print on the contract. The Drivers License option can also be used to help identify any employee who is renting under that particular account, which helps decrease any unauthorized charges.

16 The Ship-To/Job Site Address is a way to keep valuable information about job sites while allowing your rental business to be protected for possible lien rights, assist in mapping deliveries, and set tax codes by job site

17 The Order Header allows you to enter important information about the rental from length of rental, job location, any delivery information along with online mapping, setting up delivery for dispatching plus create a Rental Purchase and much more.

18 The Existing Reservation or Quote can easily be converted to a Contract or a Sale, and vice versa: convert it back to a reservation or quote. Contracts are easily searched and opened, viewed or make your changes and then closed back up. See Next Slide for Dispatch Screens

19 The Order Header also allows you to press the Dispatch tab(F7) and go right to a screen that has your delivery trucks and other orders already scheduled.

20 The On-Line Mapping has the ability for you to select a map of address or driving direction from your companys address and select from three sources like MapQuest, Yahoo and Google without opening a new internet session. Example of a map created by MapQuest from the software. From here the map can be printed, linked to an , sent to a cell phone, or to a GPS system like Onstar.

21 The Order Lines window gives you the ability to add rental equipment, merchandise & parts on one screen and in any order you desire. Also, quickly create a re-rental if needed. Each Line has its own options to save, delete, Add a line message, discount, sub-rent, change Rates, look at rental history or cancel the changes.

22 Screen Messages can be modified to add any manufacturers specifications or general information on the item and can also be used to prompt the employee to ask questions about related rental or sales items. This will not print on the contract. Contract Line Message screen will allow you to add on additional information. This will print underneath the selected equipment on the quote, reservation, rental contract or sales invoice.

23 The final screen is the Payment screen and the payment taken is linked to the cash drawer or credit card machine (or internal credit card processing such as PC Charge). Here you can go back and review the entire order, make any necessary changes and if you have the optional signature capture machine – take a customers signature that is attached to the contract.

24 Integrated credit card processing using PC Charge in the AlphaRENTAL system, simplifies credit card processing and keeps all the cards encrypted until the next rental or when the contract is returned.

25 New Print Screen: For Quotes, Reservations and Contracts plus Closed Contracts and Invoicing lets you choose how you want the customer to view their copy. or Fax, print a Contract or Receipt, create a Pick list for the warehouse or now even create a Digital or PDF. feature is the favorite!

26 Rental Contracts prints out on a pre-printed form in 2 color with your stores logo and the back side showing the legalize. This can be a pdf, an , a fax, or a printed contract for your customer or your files. (see full size contracts that are available)

27 Rental return screen displays the actual time the contract was open. Shown is the partial return on equipment when the first contract was closed with the original items. Here is the actual length that the contract was open for. Here is where you can manually change the date or time, in case it was on a delivery truck or you need more return time.

28 AlphaRENTAL will allow you to start a fresh new contract with the partial return closed out. Exchange Contracts work the same way, allowing you to exchange equipment from an Open Contract.

29 The final payment screen shows the balance summary, the payments made plus the ability to view how the contract was figured out, you can finish it, cancel or restart the return and move to the printer page.

30 The contract pdf is then ed to the customer along with the legal page. You can check history to see what was sent prior and send to multiple recipients.

31 The Day Inquiry screen in Order Processing, will allow you to quickly get a snap shot of your days business on one screen. Each transaction can be previewed, edited or converted to a contract with a click of one button. Day Inquiry with Detail On

32 The PDFs screen in Order Processing, will allow you to any or all of the invoices or contracts generated on a certain day. /PDF Screens

33 Availability Screen

34 Availability Screen allows you to search for an item multiple ways including a partial description to a manufacturers name. Rental inventory can be quickly identified as what is available by either on rent and due date, either in-shop or a rental return. Rental rates can be quickly quoted with Tax and Damage Waiver. Enter Date range, enter search method and then press F1 Begin.

35 From the availability screen pressing F10 for more info brings you right into the Equipment File where 10 pages of info are available to help manage your fleet and assist customers. Ability to view any of the 10 tabs

36 From Availability, you can easily start a Shopping Cart to build an order for a customers order, very easy for multiple line orders.

37 Availability Screen Calendar is shown when a piece of equipment is highlighted, the calendar shows the quantity available for the entire month, quantity owned and color coding for where they are. Each red Number shows the number of tables on rent on a given day and the green number shows tables that are available.

38 Equipment File

39 The Main Page of the Rental Equipment File gives you the flexibility to view or change important information about your equipment with just a click of the mouse or the keyboard.

40 Each rental item can be customized to have different rates and you have the ability to set up how you want to charge from a minimum to monthly charge and have up to 12 separate monthly rates for long term rentals.

41 With the interface to DPL America (previously GlobalTracs(Qualcomm) AlphaRENTAL can automatically retrieve equipment meter readings, and provide you with the exact location of your equipment via a Virtual Earth mapping.

42 The Management File gives you valuable information from the purchase date, unit cost, selling price, to the profitability of that item and equipment balance information.

43 Depreciation can be set for up to 20 years. Several types of Depreciation Methods

44 The Maintenance File allows you to set up 10 Maintenance Schedules and 5 Warranty Expiration periods on each piece of equipment plus store the engines make, model and serial number which would be completely separate from the units unique make, model and serial number, great for your parts and service personnel when that information is required or requested to order parts or file warranty claims.

45 Repair History File gives you repair history on one page without sorting through work orders. Selected work order shows breakdown of service work preformed on unit.

46 Rental History will give you a breakdown of the rental history by customer, date, revenue and contract with full drill down ability to see entire original rental transaction. Once selected, you can print, fax or to your customer. Drilled down copy of selected invoice and from here you can select Print to reprint, fax or to your customer. No need to hassle reprinting the contract to fax or scan to your computer just so you can it. With the AlphaRENTAL, you can do it all with a click of a button.

47 The Digital File allows storage of pictures, product brochure and any specification sheet plus any Operating Instructions that you would want to print out when unit is rented and they can easily be faxed or ed to your customer. Main Page shown with digital picture

48 Example of a Product Brochure in the Digital File. These can easily be printed or ed to your customer plus will keep your company from stocking brochures that might become outdated.

49 Example of an Operation Manual in the Digital File. This can easily be printed, faxed or ed to your customer.

50 Dispatch

51 Order Header screen showing the Dispatch / F7 button that is available in the Delivery / Pickup area. This allows you to see what other orders are being delivered or picked up that day, so you can make sure you are able to get the inventory to the customer on time and not over-promise your capabilities.

52 If you then select one of the orders from the prior screen, you can enter the estimated travel time and time needed on site to unload & setup or tear down & re-load vehicle and then designate who is going to be the driver and any crew members that are going to accompany the driver. The dispatch module will alert you of any overlaps with either vehicle schedules or crew schedules so that you are aware of them prior to anything causing any conflicts.

53 Now that the job has been scheduled (from prior page) you can see how it shows up on the time schedule above. Colors are used to designate time in transit or on site, for each vehicle on each date. Orders are shown on the bottom of the screen and designated by color (on the left side of each order) if they have been scheduled on a specific vehicle.

54 Example of how the Toggle / F9 button can change from your delivery vehicles to your actual crew of drivers.

55 Although the red cells would indicate a Overlap – Warning, this feature will show that your vehicles can still be scheduled to make multiple deliveries or pick ups all on the same trip. Overlap – Warning in Red

56 Not only rental contracts and reservations but also sale invoices and work orders can be scheduled through the Dispatch Module with the ability to sort all orders and select them by delivery or pick up time.

57 With just a click of a button, you can easily move to the next day, next week or go back to a particular day. Having this ability will help in scheduling staff for peak delivery times and most important, will help keep your business D.O.T. compliant.

58 Credit Memos

59 Credit Memos are easily created from the main menu. You have the choice of crediting back the whole amount or just the tax and enter a message that stays with the Credit Memo too.

60 Credit Memo detail has the choice of crediting out any of the line items.

61 Credit Memo detail also has a screen to help you to get the right amounts credited easily.

62 Credit Memo payment screen shows the refund going back to the customer.

63 Purchase Orders

64 Purchase Order allows information to be added that includes the terms, ship to, requestor, buyer and a promise date and more. Vendor account number is also stored here for better accuracy of account along with minimum order amount and free freight allowance amount. On the next screen is when you click on Suggest/F2 for a suggested order based on re-order numbers.

65 Suggested Order routine will allow you to quickly create a purchase order for resale/parts that have been purchased from that vendor in the past, it will check to see if any of them should be reordered and will suggest the quantity to reorder..

66 Adding new parts, resale or even equipment can easily be added on the fly to a Purchase Order.

67 All Purchase Orders can easily be printed, faxed or ed directly to the vendor..

68 Work Orders

69 This Work Order listing will show internal, warranty and customer work orders. You can select criterias to narrow down a search of a work order by customer, mfg, category or serial number and more.

70 Criteria Listing enables quick searching of work orders based on specific search information.

71 You can add an unlimited number of Work Order segments to a work order such as internal charges, customer damage repairs, and warranty work all on the same work order.

72 Each Work Order segment allows parts, labor, any sublet and warranties to be added to the work order, plus you have the ability to allocate charges to another branch for that repair. Example of drill down ability to view the parts for that segment of the work order

73 Customer Work Orders will give you a quick breakdown of segment totals for parts, labor and any jobsite information where the unit was rented for possible lien rights.

74 Customer Maintenance

75 In the Customer File main page you have the ability to set up accounts with contact name, account type(s), set credit limits and assign a salesperson to this account and much more…

76 The Customer File helps create a paperless office by scanning into your customers account any forms from tax exempt certificates, insurance certification, credit application or any rental agreement with ability to view or print as needed plus you can set up the Open Order Fax that will automatically fax open orders right to your customers office. Click here to access your 4 digital documents

77 Customer File allows up to 10 addresss with contact information along with phone number and extension.

78 The Phone Log in the Customer File will give you a running history of calls made to customer with unlimited text field, all on one screen. A Call Back Report can easily be ran for any date range desired.

79 The A/R Summary in the Customer File gives you balance on account, average days to pay, account start date, last payment and a Sales / Payment Summary. Also gives you a Sales Summary broken down to M-T-D, Y-T-D and Lifetime with Transaction Totals plus, prior year(s) revenue summary.

80 The A/R Transaction in the Customer File will display all open A/R transactions and payments made by this customer with drill down ability to view, print, fax or invoice(s).

81 The Order History will display all transactions and payments made by this customer with drill down ability. A quick toggle will sort all open, closed or all transactions.

82 Lien Inquiry stores all transactional information by Jobsite or Ship-To-Address for future lien rights.

83 Over 340 Reports are available to be drawn on easily and be printed to the screen, to paper or exported to an Excel program. Easy shortcut Alt-S opens a search box window to type in the report name.

84 Flexibility The AlphaRENTAL package so flexible and has this Options/Info screen right from the Main Menu to allow customizing of the software to fit your needs.

85 Flexibility, cont. The AlphaRENTAL Store Control modules are a group of 10 pages that help drive the flexibility and inner workings of how your rental/supply store is run.

86 Flexibility, cont. The AlphaRENTAL Store Control modules let you be flexible in running your store. Once these are set up, you very rarely need to change them.

87 Genisys offers a full Back Office Menu for all your bookkeeping functions including Accts Receivable, Accts Payable, Payroll (and Time Clock for all) and a complete set of General Ledger modules

88 Language Translation feature can allow your users and our software to virtually run in any language that is entered in. Shown in Spanish

89 All New GENISYS MOBILE APP Mobile technologies for any browser based device: Smart phone, IPad, tablet, net book or laptop Look up customer info, inventory availability and rates Update meters, enter quotes and reservations Check revenues Yard functions: return equipment, take inventory and receive POs Driver functions: deliveries and pickups with signature capture

90 Digital Support Now standard with all systems-built in support. Just type in your issue and then click on the relevant heading and you have your answer in seconds.

91 Standard and Optional Features Complete Inventory ManagementS ingle and Multi-Store Locations Fully Integrated Accounting Module Accounts Receivable Maintenance/Service Department Party/Special Event Features Purchase Orders Fax and Integration Credit Card Software Drivers License Information Technology NEW Genisys Mobile APPEquipment Warning Sheet System These are just a few reasons to consider Genisys Software as one of your business partners. We have some of the latest innovations in the rental software like Touch Screens, Automated Delivery Mapping, real time Web Reservations from your website, Dispatch Module, and integrations with DPL America GPS Tracking. Visit our web site at for the latest innovations.

92 More Standard and Optional Features Extra Document Imaging built-in Language Translation module( ie:Spanish) New Customer Work Order Module Time Clock and Payroll Module Signature Capture for Credit Cards and Rental Contracts HD Screen Resolutions Export Routines and Reports to Excel PDFs to your customers Web Reservations in Real Time including Availability and Rates Barcode Readers and Scanners for ease of inventory control RFIDs are available (radio frequency scanner technology) Receipt Printers to save on large rental contract paper New Network Security Appliances such as Sonic Wall are now available Visit our web site at for the latest innovations.

93 For more information about our AlphaRENTAL inventory management software for your Rental, Sales and Service business - contact Genisys Software to schedule a demonstration of our software. (800) rd Ave N. Minneapolis, MN Local Fax End of Show

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