Rental Planning Software

Plan, forecast, and manage diverse equipment portfolio with AI-enabled ERP

 

Efficiently schedule and monitor regional and global resources, including equipment and staff, across rental contracts and projects using Rental Planning Software embedded in Microsoft Dynamics 365 Finance and Supply Chain Management. 

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G2 rating STAEDEAN Microsoft Dynamics 365 ERP Solutions

Equipment rental planning

The efficient use of resources directly correlates with revenue and customer satisfaction in the equipment rental industry. Proper planning and scheduling of rental equipment are pivotal in ensuring smooth operations and optimal outcomes. 

Rental Planning Software enables you to meet diverse client needs, forecast demand, and manage inventory with the right quantities, minimizing the risk of shortages or excesses. With careful scheduling, you can reduce idle time and downtime, ensuring every piece of equipment is available when needed. 

Key Challenges

Low utilization
Without proper planning, rental equipment may sit idle for extended periods, reducing revenue potential and return on investment. Downtime accelerates equipment depreciation and increases maintenance costs, leading to underutilization and missed revenue opportunities.
High operational costs
Poor equipment planning increases operational overhead through maintenance expenses, inefficient transport, and inadequate workforce use. These additional costs erode finances and hinder your ability to have competitive pricing strategies. 
Mismanaged inventory
Inaccurate planning and dispatching can lead to inventory shortages, where essential equipment is unavailable when required, causing delays and disgruntled customers. Conversely, overestimating demand results in surplus inventory, unnecessarily tying up capital and storage space. 

Monitor equipment availability 

With end-to-end visibility into equipment availability, status, and location, you can minimize sales gaps to plan, schedule, and dispatch rental orders. The Equipment Planning Software helps anticipate demand, improve operations, and enhance customer experience. 

Provide insights to planners

Rental Planning Software gives planners insight into schedules, resources, equipment, and transport across locations. You can configure the graphical scheduling board to view pending tasks and available resources for each task. 

Manage serialized and bulk inventory

Planners can reschedule tasks using drag-and-drop actions to accommodate any planning changes. You can reschedule and reallocate jobs, equipment, and resources with system-wise updates in the Equipment Planning Software. 
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Benefits

Improve planning accuracy

The graphical plan board in the Rental Planning Software offers details on customer requirements in a centralized area to streamline planning and dispatching. 

Maximize equipment utilization

The Equipment Planning Software ensures assets are ideally performing by focusing on quality, performance, and availability to improve revenue and overall equipment effectiveness. 

Maintain equipment regularly

Proper Proper planning using the Equipment Scheduling Software minimizes downtime and repair costs by ensuring timely maintenance and service, keeping assets operational and productive.    

Optimize inventory management

With data on spare parts, equipment availability, and personnel, you can ensure you have the right equipment in the right quantities, minimizing inventory shortages and surpluses. 

Simplify equipment logistics

The GPS navigation capabilities in the Equipment Scheduling Software helps dispatch and transport your fleet on time, maximizing efficiency. 

Manage complex projects

Manage large and complex projects using the Rental Planning Software by scheduling and planning personnel along with the rental equipment under a single platform. 

Features

Resource Management

Resource Management

Schedule the spare parts and sub-parts you need with any additional components or consumables using the 'material requirement planning' in the Rental Planning Software. 

Work Order Management

Work Order Management

Plan and schedule equipment for service, delivery, or transport by generating work orders and tasks with personnel in the intuitive graphical dashboards. 

Long-Term Scheduling

Long-Term Scheduling

Utilize information from business object availability by setting up on-rent and off-rent dates to predict future equipment availability and strategically plan your equipment for long-term success. 

Transport Planning

Transport Planning

Streamline the movement of rental equipment from the warehouse to the customer site, enabling collaboration between the planning department, operators, and drivers. 

Remote Service Execution

Remote Service Execution

Assign and schedule jobs to field technicians with a mobile app and execute timely on-site or off-site maintenance to maximize your rental equipment's uptime. 

Frequently asked questions

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Does your Rental Planning Software have a graphical plan board?

Our Rental Planning Software in Microsoft D365 F&SCM has an intuitive, comprehensive graphical plan board. You can streamline the planning, scheduling, transport, and delivery of rental equipment across projects and locations. 

The graphical plan board offers a visual summary of project work orders related to equipment maintenance, performance, and utilization to generate tailored quotes, allowing you to plan and schedule service and transport with instant access to resources, vehicles, and fleet availability. It has a simple user interface with a "drag and drop" option to plan equipment and fulfill rental orders quickly. 

Do you offer field service support for maintenance?

Yes. Planners can leverage the graphical service plan board within our Equipment Planning Software to view the availability and capability of technicians and assign jobs accordingly. The field technician receives the job using an AI-enabled mobile field service app and can access data remotely, online and offline.  

Planners and technicians can also document and view the progress of equipment maintenance using the dashboards, as the status change is automatically updated after each step in the maintenance process (such as travel to the next job, start job, or end job). The same is reflected in the graphical plan board in a different color, easing visualization and tracking of service jobs. 

Can I combine and plan standard items (consumables) with rental equipment/objects?

Yes. You can combine and plan rental assets (equipment/objects) with standard items in one rental contract and easily sell the consumables as part of the main rental object. For instance, you can rent a crane and individual consumables such as brake shoes or crane cables.  

The Rental Planning Software allows you to build rental kits or bundle packages often rented together. This also makes it easier for your customers to rent out all the required equipment from one place at competitive prices. 

Can I plan personnel together with the rental equipment?

Yes, you can plan personnel such as operators, drivers, and technicians, along with the rental equipment and service. The Equipment Planning Software allows you to select multiple resources to fulfill rental orders and add staff, such as crane operators with the crane.  

If special requirements (such as skills and certificates) are necessary to perform a job, planners can select only those who meet those requirements using advanced search options. This centralized view to plan and schedule equipment with specialized personnel drastically reduces the workload of the planning department and increases productivity. 

Resources

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    Project-Driven Solution in Dynamics 365 F&SCM Factsheet

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    Digital Transformation in the Rental Industry

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    A Guide to Manage Your Global Equipment Rental Fleet

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