Is equip-soft right for your business?

equip-soft is a great fit for many businesses. Find out if it's the right choice for you! Are you looking for a equip-soft demo, technical support, product or pricing information or to simply to compare equip-soft with competitive options? Quickly get answers and the information you need.

If equipment sales are a key component of your business, you need specific sales functionality that integrates tightly to the other aspects of your equipment distribution business. Your employees need to be able to perform many day-to-day operations right within the system’s sales module; such is the case in the Equip-Soft software.

Sales Orders

  • The sales order is the hub of the sales system; users can create and view most documents from there, and navigate from the sales order to other parts of the Equip-Soft system.
  • An automated approval request can be emailed to designated employees regarding a sales order or quote, if desired. Then the requester receives an email that the transaction is approved or rejected.
  • Users can easily convert quotes to sales orders; all details from the quote follow the order.
  • The ability to keep track of lost and changed quotes.

Integration with Service & Purchase Orders

  • Automatic generation of the service work order and purchase order, if needed, from the sales order, such as for pre-delivery inspection service tickets, etc.
  • Upon receipt of equipment, the purchase order will automatically create the applicable equipment record(s).
  • Service orders can be capitalized or expensed to the unit worked on.
  • Cost of sales will automatically adjust for service orders capitalized after sale of the unit.

Logistics/Warehousing

  • Consolidate all equipment pickups, deliveries and transfers into a single planning sheet.
  • Schedule and dispatch transportation/logistics runs.
  • Manage paperwork via logistics document packages.

Lease Management

  • Accounting functionality to properly record sales type lease arrangements.
  • Utilize a built-in lease calculator to define types of leases, lease rates and maintenance rates.
  • Order equipment and generate recurring lease/maintenance billing contracts.
  • Manage accounting schedules or sales type lease arrangement.

Trade-ins

  • Equipment order screen allows for management of trade-ins: User enters make, model, value of equipment, and allowance value for the sale.

CRM

  • Opportunity management and campaign management to help your sales people get the most from marketing opportunities.
  • Access to customer and work order histories, parts availability, and delivery schedules.
  • Integration of contact information to smartphones so there is no lag time in contacting prospects and customers.
  • Sales management has immediate visibility into sales activities to make faster, better decisions.

Other Applications

The following applications are designed to work hand-in-hand with Sales:

"Sales" is part of the equip-soft line of products, developed by Equip-Soft.