Everything SiteRento does, from quote to cash

Build quotes from pricing templates and customer rate cards, with tiered prices, minimums and delivery priced by driving distance. Send a branded PDF by email or through Outlook, and convert a won quote into a job with its billing rules and install work order.

Calibrate the scale on a PDF site plan, then draw lines and perimeters to measure linear feet. Link the estimate to a quote so the measurements stay with it.

Track bid invites in one pipeline, send one scope to several general contractors with a quote for each, and turn an award into a project.

Drag installs, service visits and takedowns onto crews on a day or week board, with map and split views. Recurring service visits are created ahead on the schedule you set, and approving a completed job drafts its invoice.

Put each crew's assigned stops in the order with the least drive time, using Google traffic data, with an ETA recorded for every stop.

Crews open the field app in their phone's browser to clock in, get directions, check off tasks, record quantities, add notes and photos, and collect the customer's signature. Completing a job updates the equipment on site.

Every completed install, service visit and pickup updates the equipment on that job. Scheduled jobs reserve what they need, and a 90-day forecast flags shortfalls before they happen.

Track serialized units with QR labels, a location history and a record of every rental. Log maintenance work orders with parts and labor, and see the revenue each unit has earned.

Reports on inventory utilization, shrinkage and idle equipment, plus revenue, invoice aging, projects, customers, work orders and discounts.

Bill rentals on 28-day, daily, weekly, monthly or custom cycles, in advance or in arrears, with your choice of proration. Due invoices are drafted for you in the Rental Queue.

Approving a completed work order drafts an invoice from what the crew recorded. Open credit memos apply to the next invoice automatically, and invoices go out by email with the PDF attached.

Send customers a secure link to their quotes, projects and invoices. They can accept or decline a quote and pay an invoice online by card or ACH.

Customers, job sites and invoices push to QuickBooks Online with mapped items and tax codes, and paid status comes back. Choose whether SiteRento or QuickBooks sends your invoices.

Ask questions about your jobs, customers and invoices in plain English, and have the Copilot draft quotes and other records. Before it saves a new quote, customer, project, invoice or work order, it shows you what it's about to do and waits for you to confirm.