Loans & Rentals

Track equipment loans to team members and rentals to customers with a checkout/check-in workflow.

Loan Workflow

Equipment loans follow a status workflow:

Status	Meaning
Reserved	Equipment is reserved for a future date
Checked Out	Equipment is currently with a team member or customer
Returned	Equipment has been checked back in
Overdue	Equipment was not returned by the expected date

Internal Loans (Team Members)

Use internal loans when a team member needs to take equipment to a job site.

Open the equipment profile and click Check Out.
Select the team member borrowing the equipment.
Set the expected return date.
Click Confirm.

When the equipment is returned, click Check In to mark it as returned.

Customer Rentals

If you rent equipment to customers:

Open the equipment profile and click Rent to Customer.
Select the customer.
Set the rental period (start and end date).
The rental can optionally generate an invoice based on the equipment’s hourly rate and rental duration.

Overdue Equipment

Equipment that isn’t returned by the expected date is automatically flagged as Overdue. Overdue items appear with a warning in the equipment list and on the dashboard.

Rental Invoicing

When renting to customers, you can generate an invoice for the rental. The invoice amount is calculated from the equipment’s hourly usage rate multiplied by the rental duration.

Managing Equipment — equipment profiles and hourly rates
Invoices — create invoices for equipment rentals