From First Inquiry to Money in the Bank — One Flow, One System
Not just marketing lines — the actual screen-level flow: public proposal links, clause negotiation, auto-generated work orders, and ledger auto-posting.
A lead lands, and becomes a structured inquiry
A lead lands through the Website, becomes an Inquiry in Sales — see Website & Lead Capture and Sales & CRM for the full mechanics.
Negotiated, accepted, and locked into a signed agreement
The inquiry turns into a Proposal the customer negotiates and accepts through a secure link, and generates a signed Contract automatically from those exact terms — see Contracts & Legal.
Fleet, delivery, and maintenance run off the same record
The Assets involved are already tracked with full specs, so quoting was accurate from the start. Operations & Logistics handles getting the equipment to site; Maintenance and Parts Inventory keep it running and flag anything that needs fixing; Procurement handles buying whatever that requires.
See Fleet & Assets, Operations & Scheduling, Maintenance, Parts & Inventory, and Procurement.
HR pays the people, Finance posts the books
HR pays the people who did the work, and Finance quietly posts every one of those events into the ledger without anyone re-entering a single number.
See HR & Payroll and Finance. Settings is what keeps the tax rates, currencies, clause packs, and access rules consistent across all of it.
Not that any one screen is impressive on its own
It's that a rental business running on Rental Wizard stops losing information at every handoff between people, tools, and spreadsheets, because there's only one record, and every module just adds to it.
- —A lead captured on your website is the same inquiry your sales team quotes.
- —Which becomes the same contract your customer signs.
- —Which references the same asset your maintenance team services.
- —Which posts to the same ledger your accountant reconciles.
Walk through it on your own fleet
See the actual screens — proposal links, contract generation, work orders, ledger postings — configured around the equipment you rent.