PORTABLE STORAGE SOFTWARE TO SUPERCHARGE YOUR BUSINESS

Software Built Specifically for the Portable Storage Industry

PORTABLE STORAGE SOFTWARE TO SUPERCHARGE YOUR BUSINESS

Software Built Specifically for the Portable Storage Industry

Dive into The Features

  • Real-Time Data Across the Whole Company
  • Real-Time Analytics
  • No More Double Entry Into Multiple Systems
  • No more paper – reduce human error

Quickly create your own Shortcut Buttons. Create buttons to do all the typing, clicking, and emailing for you. 

Set Group Level and User Level Authorizations: Full Authorization, Read-Only, No Authorization

  • Window Level e.g. Create Sales Order vs. Outgoing Payment
  • Tab Level Authorizations e.g. Update Customer Contacts vs. Update Customer Payment Terms
  • Report Level Authorizations e.g. Run Backlog Report vs. Profit and Loss Statement
  • Email Authorizations e.g. Reading Sent Emails vs. Sending Email
  • Document Layout Authorizations e.g. Updating Rental Contract Templates
  • Form Setting Authorizations e.g. Which Columns Are Active / Hidden
  • Account Balances of G/L Accounts
  • Customer Balances e.g. Total Open Invoices
  • Employee Data
  • Customization Tools e.g. Creating Custom Fields, Tables, and Windows
  • A/R, A/P, Inventory, Financials, Service, Rental, Fixed Asset Accounting, Post Periods, and more...

  • Avalara
  • VoiceOne
  • MailChimp
  • SalesForce
  • 350+ Apps to Choose From

Finally, a complete website that allows your customers to serve themselves.

  • Shop Inventory
  • Download Product Specifications & Attachments
  • Compare Products & Create Wishlists
  • View Volume Discounts & Special Pricing
  • Build Quotes
  • Build Shopping Carts
  • Pay Online via Credit Card or Paypall
  • Log In to their Own Account

  • View Special Pricing
  • Pay Invoices Online
  • Make Partial Payments on Invoices
  • Make Payments On-Account
  • Accept Payments via Credit Cards, ACH, Paypall,
  • Accept ACH (US ONLY)
  • Create Sales Quotes & Orders
  • Create Service Tickets
  • Track Account History
  • Run Reports on their account

  • Fully Mobile CRM
  • Manage Leads, Sales Activities, Quotes, Reservations, and Contracts
  • Log Emails & Create Leads directly from Microsoft Outlook
  • Integrate with Salesforce or Hubspot
  • Create Marketing Campaigns

  • Create Leads and Customers
  • Email Quotes
  • Request Signatures
  • Check Inventory Availability across multiple branches
  • Convert Quotes to Contracts
  • Create Delivery/Pick Up Tickets
  • Process Credit Card Payments
  • Call Equipment Off-Rent
  • Process Final Billing

  • Full Counter Functionality
  • Build/Assemble Equipment
  • Schedule Your Drivers
  • Delivery & Inspect Your Equipment
  • Capture E-Signatures
  • Cycle Billing
  • Keep Up with Preventive Maintenance
  • Monitor Your Equipment (Telematics)
  • Bill for Damages Upon Return
  • Get Paid Faster with a Customer Portal
  • Automate Your Taxes
  • Capitalize Rental Equipment

Simply tracking containers isn't enough. You need a complete 360-degree breakdown of revenue, utilization, cost, capital improvements, net book value, outstanding loans, and more.

  •  Depreciation
    • Unlimited # of Books for Depreciation
    • 8 Methods Supported
  • Asset Splits
  • Asset Improvements

  • Create Work Orders from Mobile Apps
  • Track Work Order Stages
  • Request Parts from the field
  • Track and Approve Technician's Time
  • Identify Stocking and Non-Stocking Parts
  • Manage Multiple Bins within Warehouses
  • Manage Mobile Van Stocks
  • Allocate Parts to Work Orders
  • Invoice Customers Directly from the Work Order

Most of what you do happens in the field. That's why our software is built to be right by your side, so everyone knows what's going on - including your customers.

  • Mobile CRM
  • Mobile Inspections
  • Mobile Deliveries & Pick Ups
  • Mobile Field Service
  • Mobile Rental & Sales
  • Mobile Warehouse Management

  • Purchase Requests
  • Purchase Quotations (Bidding from vendors)
  • Purchase Orders
  • Multi-Stage Approvals
  • Partial-Receipts Against Purchase Orders
  • 2-Way and 3-Way Matching (PO, Packing Slip, A/P Invoice)
  • Automated Journal Entry Creation
  • Purchase Return Request and Transactions
  • Landed Costs
  • Automated Purchase Order Creation
  • Automated Purchasing Suggestions (Material Resource Planning)
  • Electronic Data Interchange (EDI)

  • Multi-Warehouse & Multi-Bin
  • Unlimited Price Lists
  • Multiple Valuation Methods: Moving Average, FIFO, Standard Cost, and by Serialized Number
  • Preferred Vendors
  • Cycle Count Recommendations
  • Mobile Pick List Management
  • Units of Measure
  • Item Groups
  • Set G/L at Warehouse, Item Group, or Item Level

  • Multi-Company, Multi-Branch
  • Full General Ledger
  • Chart of Accounts
  • Account Segments
  • Journal Entries and Vouchers
  • Recurring Transactions
  • Exchange Rates and Multiple Currencies
  • Budget, Dimensions, Profit/Cost Centers
  • Sales Tax Calculations
  • Multiple Financial Periods
  • Deposit Management
  • Deferred Payments
  • Financial Reports, such as:
    • Balance sheets
    • Profit and loss statements
    • Cash flow statement & forecast
    • Transaction reports
    • Multi-period comparisons
    • Budget-to-Actual reports
    • Open Items List

  • Integrate Payroll with Paymate Clarity 
  • Enter and maintain general and personal employee information, such as:
    • Age, marital status, passport and ID number, phone numbers, and home and work addresses
  • Manage information regarding employee education, previous job records, results of professional reviews, and absences.
  • Analyse employee costs and salaries.
  • Track Time Sheets, Approvals, and more.

  • Details Aging Reports
  • Automated Emailing of Statements
  • Dunning Levels and Dunning Letters
  • Assign Collection Agents
  • Approve Credit Limits and Commitment Limits