Next best actions
What needs attention first
Rentals
Upcoming rentals / returns
Service attention
Jobs that need eyes
Owner workspace
My personal calendar
Private owner-only notes, appointments, reminders, and schedule items.Assets
Equipment fleet
Machine check-in
Prep new inventory
Use this when a purchased machine arrives. Each check-in stays tied to the machine in Fleet.Request to close
Rental orders
Each rental opens into its own process screen for quote, reserve, dispatch, signature, return, billing, and closeout.| Rental | Customer | Machine | Dates | Status | Agreement | Dispatch / Delivery | Total |
|---|
Missed rentals
Lost rental opportunities
Track why a rental did not happen so you can spot demand and inventory gaps.| Date | Customer / Prospect | Requested | Reason | Est. Value |
|---|
Equipment sales
Open sales and quotes
| Sale | Customer | Machine | Sale Date | Total | Profit |
|---|
Rental calendar
Machines on rent
Delivery desk
Rental deliveries and pickups
Deliveries are created when a rental is started and delivery is selected on the order.On the phone
Quick customer actions
Log the call, set the next step, or start a quote.CRM calendar
Customer history
Open recent customer activity
Optional quick-jump cards. Use Customers for the full database.
Open
Customer history
Open recent customer activity
Optional quick-jump cards. Use Customers for the full database.Accounts
Customers
Service desk
Service
Company equipment
Fleet Service
Internal repairs and maintenance that add to a machine's cost history.
Billable work
Customer Service Jobs
Outside equipment owned by a customer. These jobs create service revenue and invoices.
Billing
Billing / Accounts Receivable
View invoices from rentals, sales, and customer service. Sort by date, customer, or invoice number.Document signing
Signature Center
Create, send, track, and complete 2M Secure Signature Packets for rentals, sales, service jobs, invoices, and customers.Packet desk
Active signature work
Start from a record
Records ready for signature
Backend setup
Email, public signing, and locked storage
The front-end signature packet is ready. To make it DocuSign-style, connect the backend pieces below: email sending, Supabase storage, public signing links, and completion notices.
Monthly reporting
Business reports
Owner controls
Activity Log
Permanent history
Who Changed What
Recovery
Recently Deleted
Only the Owner can restore these records. Restoring an item also creates a permanent activity entry.
Company setup
Settings
Customer tools
Import or Clean Up Customers
Import customers from CSV. Owner-only bulk delete removes only visible customers without rental, sales, invoice, service, or CRM history.
Fleet tools
Inventory Setup and Import
Manage equipment categories, import machines from CSV, or remove visible machines without history.
Service setup
Technicians and Shop Settings
Manage technician names and protected internal labor costs used on service work.
Sales tax
Tax Rates
Create the sales tax rates that show up on rental, sale, and service invoices.
Accounting and payments
QuickBooks Online
Create customers and invoices in QuickBooks, email secure ACH/card payment links, and synchronize payment balances.
Connect the Owner's QuickBooks Online company to begin.
Customers enter bank or card information only on QuickBooks' secure payment page. This app never stores those payment details.
Document Center
Company PDF Library
Upload Terms and Conditions, wire instructions, waivers, and other PDFs once. Documents can attach to customers, rental orders, invoices, service tickets, and sales.
2M Secure Signature Packet
Create and track signature requests from one place. Use the Signature Center to send rental contracts, sale terms, service approvals, invoices, or customer PDFs for electronic signature.Data backup
Import or Export App Data
Download a backup or restore one previously exported from this app.
Team access
Invite Employees
Create a one-time code and give it to the employee. Codes expire after seven days.
Current access