Key Features

Quick Access to Assets

All assets across branches and divisions can be tracked in one single location, giving you quick access to all documentation and history for each asset.

Quick Access to Assets

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The asset listing provides a quick overview of assets in an easily searchable list.

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From the asset listing screen, a set of bulk actions can be quickly applied to a set of assets to avoid performing the same data entry multiple times. Assets can be moved between branches/divisions, moved in and out of collections, checked out, or added to rental tickets.

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The asset details screen provides all information that has been recorded for that asset, as well as allows for quick access to any history for that asset. This includes ticket history, work orders, certifications, additional documentation, etc.

Collections

Simply and efficiently “collect packages” of assets for rental tickets or bulk checkouts for assets to a job site. Collections can contain any number of sub-collections and assets at each level of the hierarchy.

Collections

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The collection listing provides a quick overview of all collections in the system, along with their status. The “more information” button allows users to quickly peak at additional details (sub-collections, assets, etc.) for each collection without having to navigate away from the main screen.

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When checking out a collection, users will be notified if there are pending inspections/certifications for any of the assets that belong to that collection (or any of the sub-collections).

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The user can enter the estimated number of hours for each asset (where applicable) for planning QC requirements.

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The collection details screen provides all information that has been recorded for that collection, the listing of all sub-collections and assets, as well as quick access to any history for that collection. This includes transfers, check outs, additional documentation, etc.

Control Tickets

Quickly create rental or sales tickets with built-in business rules to control what can be changed at each stage of the ticket (and by whom).

Control Tickets

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The ticket listing provides a quick overview of the tickets in the system in an easily searchable list.

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The ticket information tab captures all the important information on a ticket that you want to see, and seamlessly transfers that information to the quote/invoice for that ticket.

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Assets can easily be added/removed from a ticket (depending on the stage the ticket is in), and defaults (minimum days, minimum day rate, additional day rate, etc.) can be adjusted for each line item.

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Assets can be grouped into packages on a ticket and the package discount function can be used to calculate the proper discount percentage to reach a target daily price for that package.

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When assets are checked in from a ticket, actual operating hours are captured (where applicable). The assets are automatically added to a work order where any maintenance/QC can be captured and are linked to the originating ticket.

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Billing dates/ranges can be set for the assets on the ticket to allow for billing only a portion of the period that the customer has the equipment. Tickets can also be progress billed by setting the billing dates for each asset without checking in the equipment, and having a new ticket generated automatically with the information and assets from the current ticket

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Any number of consumables can be added to a ticket to capture items like freight, environmental charges, etc.

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Client signatures can be captured directly from the ticket screen to then be included on any printouts of the ticket. Hardcopy documents can be signed, scanned, and attached to the ticket to keep all important information in one location.

Capture Work Orders

Capture maintenance or QC requirement in real-time. Any time an asset is checked in through the system, it will be added to a work order. Work orders can also be manually created to capture additional maintenance.

Capture Work Orders

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The work order listing provides a quick overview of the work orders in the system in an easily searchable list.

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After being checked in, assets are added to a work order where they become unavailable to check out again until they have been fully processed. Any open QC items will be listed for each asset and can be completed from the work order screen.

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Users completing a QC item can fill out required information (and upload the completed form if applicable) to complete the QC item. A new QC item will then be scheduled for that asset based on the applied rule (each check in, number of operating hours, number of days, etc).

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Consumables can also be added to a work order as a method of capturing inventory used. Optionally, the work order can be billed, which will generate a sales ticket for the customer with the consumable items from the work order.

Reporting

Reports highlight important information in an easily retrievable manner. Our dashboard report communicates key high-level metrics as well as item-by-item calculations, while our timeline report allows for trending utilization/revenue numbers. Our comparison report also allows for comparison between any number of groupings.

Reporting

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The reports available in FlexxAsset highlight important information in an easily retrievable manner. The dashboard report highlights key high-level metrics as well as item-by-item calculations, while the timeline report allows for trending utilization/revenue numbers. The comparison report allows for comparison between any number of groupings.

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The asset list on the dashboard report shows key utilization and revenue numbers broken down by asset in the selected period.

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The upcoming certification report shows all scheduled certifications (by due date) to aid in the planning of maintenance cycles.

Control Your System

Control your system with integrated settings. Designated admin users can maintain a list of branches, employee access, customers, vendors, consumables, asset and collection types, inspection/certification types, scheduling rules, repair types and other metadata fields.

Control Your System

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FlexxAsset aims to give users as much control over the system without having to regularly request minor changes for data entry. Admin users can maintain the list of branches, employee access, customers, vendors, consumables, asset and collection types, inspection/certification types (with scheduling rules), repair types, along with other metadata fields. User permission levels are set per user, per branch, to give administrators high-level control over who has access to functionality and on which assets.

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Inspection and certification types provide a user-friendly method for handling QC requirements.

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When setting up QC rules, administrators can select the scheduling interval as well as the locations and asset types that the rule applies to, allowing users to capture the nuanced requirements for QC items.

Invoicing

Create invoices and flag tickets to track invoicing status.

Invoicing

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Create invoices and flag tickets to track invoicing status at a moment’s notice.

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