Coordinate Delivery, Vendors, and Your Field Team in One View
Delivery, pickup, vendor coordination, and field team dispatch, centralized into one system that’s visible to everyone who needs it.
Getting equipment to and from a job site — on time, with the right operator, on the right vehicle — is often the most chaotic part of a rental business day, typically run over phone calls and group chats with status living in someone’s head until an end-of-day update. Operations & Scheduling centralizes all of it.
What’s included
- Delivery and pickup scheduling tied directly to contract and inquiry requirements
- Operator scheduling: requirement pulled from inquiry/proposal/contract, shift planning by daily usage hours, allocation and confirmation workflow
- Technician and driver assignment with route/site visibility
- Vendor and vehicle records for coordinating third-party logistics
- Schedule state tracking: unscheduled, pending confirmation, scheduled, in progress, completed, cancelled
- Field mobile app support: check-in/check-out, GPS-based validation, confirm/decline schedules, offline draft support
- Driver reports: delivery confirmation, pickup confirmation, digital signatures
- Transport cost estimation and delivery charge preservation carried through to the proposal and contract
- Card-based operational planning view for dispatchers
When delivery status lives only in a driver’s head or a group chat, sales can’t give customers a reliable answer, and a missed pickup means equipment sits idle generating no revenue while another customer is waiting for it. Centralizing scheduling means dispatch, delivery status, and field team availability are visible in real time to sales, operations, and management alike.
Common questions
Do drivers and technicians need a separate app?
Rental Wizard supports a field mobile app built specifically for operational team roles — drivers, technicians, and operators only see their assigned schedules and required actions.
Can delivery cost be built into the customer’s quote automatically?
Yes — transport cost estimation carries through from the inquiry into the proposal and, once accepted, into the final contract pricing.
How does operator scheduling connect to the sales process?
Operator requirements captured during the inquiry and proposal stage flow directly into scheduling, so field allocation isn’t a separate manual step.
See Operations & Scheduling in action
Book a walkthrough configured around your own fleet and workflow.