Having the right technology tools in place to achieve these two customer value drivers is key. This post explores how you can use the enhanced capabilities of Dynamics Software Rental Management to visualize availability and “quick order entry” functionality to help create a delightful customer experience.
1) Availability planning
With the Graphical Planning functionality within Dynamics Software Rental Management, any user can easily create an availability overview. In the Graphical plan board, it is possible to filter easily on rental equipment attributes like: make, category, on and off-rent date/time, warehouse, options, accessories, etc. After applying the filters, the Graphical plan board will show the equipment that meet the applied filter and will display if equipment is available or not.
When a customer requests to rent equipment, you can easily apply the filter and inform your customer if there is availability. The Graphical plan board can also display the availability for multiple warehouses, which helps in assuring that the customer will be able to rent the required equipment.
2) Quick order entry
In the latest release of Dynamics Software Rental Management RMS400 CU 9, “quick order entry” has been added as a new feature for the Graphical plan board. This new feature will enable users to quickly create a new rental order directly from the Plan board. You can easily apply filters to search for equipment, select the applicable equipment, and directly create the Rental order. This way of working will reduce the number of steps to create a Rental order to ensure your customer will receive their equipment as soon as possible.
Dynamics Software Rental Management also offers a user the option to perform availability checks during the creation of Rental Order/Rental Quotations. The user has two options to quickly perform an availability check:
- Check availability for a line/all lines – The system displays line by line if equipment is available or not with a tick checkbox (available) or a red cross (not available).
- Availability planning – The graphical availability planning will open on the items which are entered on the rental/quotation line. The user then has the option to add specific equipment to the rental order/quotation.
The End Goal: Satisfied Customers
Creating a delightful customer experience starts with having the right tools in place for your service team. By arming your team with real-time rental availability and a fast and easy order entry interface, you can provide your customers the information they need, when they need it most.
Looking for additional solutions to improve your equipment rental business? Read our fact sheet to learn how HSO can integrate a complete, end-to-end solution that empowers your team with the insight needed to satisfy customers and drive results.