Features of TrackEasy Software for Rental Management

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Flexibility:
  • Easy one-time setup procedure
  • User manual as HTML document
  • Choice of date format and currency symbol
  • Up to two taxes on rentals
  • Up to two taxes on sales
  • Combined sales and rentals transactions (screen shot)
  • Flexible rates: hourly, daily, weekend, weekly, monthly and annual rates
  • Pay for rentals and sales on return or at time of rental
  • Customer database, with fields for authorized employees
  • Simple POS module
  • Rental reservations
  • Tracking of customer's accounts
  • Prints invoices and receipts
  • Displays photographs of customers and authorized employees
  • Displays photographs of rental items (bmp, jpg, and tif formats)
  • Option to cancel a transaction by transaction number
  • Prints old receipts by transaction number
  • Password protected setup and other functions
  • Network ready
  • Barcode, receipt printer, cash drawer and pole display compatible
  • Customers with special status
  • Deliveries
  • Option to print company logo on receipts and invoices
  • Create mail merge data source
  • Optional taxes on sales of rental items and merchandise
  • Export reports to Excel
  • Renewal or rentals (extension of rental period)
  • Contract text on receipts (can be edited)
  • Option to edit current rental transactions
  • Rental stock locations
  • Coupons redeemable against rentals and sales
  • Option for tax exempt customers
  • Company holidays
  • Data backup
  • Option to print contracts, invoices and receipts in Spanish
  • Part day rentals, eg 4 hours, 6 hours
  • Interim (monthly) payments for long term rentals
  • Quotations for rentals
  • Track rental stock service history
  • Merchandise returns
  • Block customers
  • Rules for one day rentals
  • Discounts for kits
  • Read customer data from WorkTracer repair shop software
  • Sell non-inventory merchandise
  • Rent multiple items
  • Print barcode labels
  • Export email addresses
  • Manage stock which is rented in bulk quantities
  • Remove inactive customers
  • Booking chart for rental stock
  • Accept online bookings (optional)
  • Kits (groups of rental items)
  • Sub components for rental items as an alternative to kits
  • Print tax amounts on invoices and receipts
  • Option to change reservation dates
  • Tracks customer order numbers
  • Option to charge damage/cleaning fees
  • Option for damage waiver
  • Prepayments with reservations
  • Option to change sales quantites when rental stock is returned
  • Option for discounts on sales and rentals
  • Option for hour meter charges
  • Miscellaneous payments (outgoings and receipts)
  • Flag rental stock as temporarily unavailable
  • Function for stocktaking (rental stock)
  • Send SMS messages to customers
  • Reminders
Reports:
  • List customers
  • Customer's rental history
  • Customer's account history
  • Customer's returns history
  • Customer's sales history
  • Sales
  • Rentals
  • Current loans
  • Overdue returns
  • List rental items
  • List merchandise
  • Shift summary
  • Customer activity
  • Rental items utilization
  • Reservations
  • Rental availability
  • Kits
  • Rental stock usage hours
  • Rental stock return on investment
  • Coupons
  • Holidays
  • Receipts
  • Revenue (showing tax exempt revenue)
  • Rental stock service history
  • Cancelled transactions
  • Customers with outstanding balances
  • Merchandise sales
  • Transactions history
  • Account history
  • Current status of rentals
  • Miscellaneous payments
  • Status of rental stock
  • Incomplete returns (bulk items)

New in version 9.4: specify number of bulk items returned and charge for losses; GDPR compliant.