Equipment Rentals
Flexible rental scheduling & pricing
 

CR2’s logical work flow walks the user thru the entire rental process starting from a customer quote to invoicing to returning the equipment and opening a service ticket.

Flexible rental billing options include 28 day, calendar month and length-of-contract and bill in advance and arrears options.

Use the availability calendar to know when to expect equipment back to the day.

Dealer Tips:

• Quick and simple billing procedures.
• Yard tasks track assets from the onset of rental to their pickup and return.
• One contract can track multiple asset rentals while generating periodic invoices.
• Swap assets on the same rental order.
• Off-rent equipment to stop customer billing but still track equipment locations.
• Inspection tickets automatically generated for dispatched and/or returned equipment.
• Multiple depreciation options include straight line and per cent of rental amount.
• Accounting integration supports automatic periodic invoice billing.
• Accounting integration includes depreciation and accumulated depreciation.
• Credit and debit memo capabilities.

 

Parts Inventory Management
Improve fill rate, reduce carrying costs, optimize inventory levels, detect static stock
 

CR2’s parts reorder system allows you to track parts inventory and establish points of reorder, classify and organize parts by ownership groups and commodity codes and improve customer service rates.

Transfer parts between warehouses for stock or emergency orders and view the inventory snapshot company-wide.

Use the costing method that most closely meets your needs (FIFO, LIFO, Average Cost), and analyze reports to help you with your decision-making.

Dealer Tips:

• Quick counter sales.
• Customer parts return controls.
• Simple remanufacture and core charge relationships.
• Tracking of “clean” and “dirty” cores.
• Automatic pricing based on customer and part manufacturer.
• Track replaced / superseded parts.
• Track inventory at each branch or warehouse.
• Transfer parts between warehouses.
• Multiple costing methods for accounting: FIFO, LIFO and Average Cost.
• Fully user-defined parts classifications (ownership groups, commodity codes, etc.)
• Multiple supplier sourcing for each part or by manufacturer.
• Physical inventory with interface output to accounting system.
• Manufacturer internet data communication.
• Integrates with manufacturer electronic parts books.
• Accounting integration supports output for accrued purchases (purchase receipts).

Service Department
Service Work Orders
 

Schedule work orders and mechanics and track customer and fleet equipment.

CR2 simplifies the work order process with a straight-forward graphical interface.  

Work order segmentation allows for multiple client billing with the ability to track all work in a single service ticket. 

Monthly recurring work orders automatically generate invoices with no user input.

Dealer Tips:

• Work estimates
• Automatic invoicing of monthly recurring work orders.
• Instantly recognize work orders over customer authorized limit.
• Equipment service history tracks customer and warranty billing invoices.
• Work order segments track invoices
• Charge jobs to customer, warranty, internal.
• Track regular labor hours and overtime.
• Specialized labor pricing based on customer.
• Automatic pricing based on internal or customer billing.
• Job scheduling.
• Every work order can be tracked back to a single piece of equipment.
• Capitalized repairs and make ready work orders made simple.
• Mechanic labor entry can performed thru a centralized batch.
• Invoice, credit and debit memo support integrates with accounting.

 

Accounting/Financials
Integrate with the best for access to top shelf accounting information
 

CR2 was designed around Microsoft Dynamics GP, the dominating accounting control package in the market for medium and large businesses for more than a decade.

Post payables and receivables invoicing for every department.  Also manage manual journal entries, accrued purchase transactions and branch transfer costing.

Dealer Tips:

• Powerful controls and prevention features secure user activity.
• Customizable chart of accounts.
• Accruing CapEx receipts tracks inventory expenses to be paid.
• Voucher (pay for) received purchase orders.
• Trade-in accounting: over/undertrade dollars can adjust NBV of equipment.
• Accounts Receivable and Accounts Payable invoice integrations.
• Posting register reports detail invoice batches.
• Reports can be previewed on screen before printing and posting batches.
• Generates output files to tax remittance authority (inquire for details).

 

Manufacturer | 3^rd Party Integrations
Seamless Data Communications
 

Communicating with your vendors and partners is a critical and often times daily process.  CR2 contains several points of integrations from loading 3^rd party tax updates to sending stock orders to your manufacturers to sending data to your favorite accounting system.

Integration points:

• CCH - a Wolters Kluwer business (tax import and remittance)
• Volvo VIPS (Volvo online parts ordering system)
• Volvo MMI (Manufacturer Managed Inventory)
• Great Plains (accounting package)
• Quick Books (accounting package)

 

Reporting
Customizable Data Management

Analyze and present data the way you want.  Select data elements from an ever-growing library of report views for a comprehensive view of any aspect of your business.

Dealer Tips:

• Choose from a wide variety of canned reports or build your own.
• Easy to use report writing assistant.
• Modify and fine-tune existing reports.
• Single click data export to Microsoft Excel.