Index
- Customer Facing & CRM Tools
- Staff & Vehicles + Operations
- Timesheets & Wages
- Better Stock Management
- Sub-Rentals & Vendors
- Cost & Profit Calculator
- List of reports you should use.
- Integrations.
1. Customer Facing & CRM Tools
Contact Form
- Add our contact form to your website and social media so all new enquiries are added to your MT account and sent to your email.
- Learn how to do this.
Online Rental Store
- Create a rental store from your rental items. Link the store to your website so customers can build their own quotes.
- View example – Learn how to do this.
Quote & Sales Pipeline Report
- Follow up with good leads and remove time-wasters.
- Watch video – Learn how to do this.
CRM Tools
- Manage your admin, office, and onsite tasks with ease.
- Watch video – Learn how to do this.
Sample Quotes
- Send bespoke quotes in seconds.
- Watch video & Learn how to do this.
Digital Signatures
- Watch video. Speak to our team if you'd like this.
Bonus features...
- Additional fees for pricing brackets
- Upselling to increase booking value
- How to create customer notes
- Upload attachments to quotes
- How to build a quote with dozens of frame tents/ marquees
2. Staff & Vehicles + Operations (Only available for Pro users)
- Upload your staff and vehicles into the system.
- Learn how to do this.
Key Features
- Allocate staff and vehicles to events - learn how.
- Add arrival times for deliveries and collections - learn how.
- Share schedules with your onsite team (crew view) - learn how.
- Utilise the advanced load lists - learn how.
- Utilise the jobs hub - learn how.
- Connect your office with onsite teams - learn how.
- Utilise delivery notes - learn how.
3. Timesheets & Wages
-
Watch video – Learn how to set this up.
(This product is an additional cost. Speak with our team for more information.)
4. Better Stock Management
- Allocate components to tents and packages for accurate load lists & stock reports.
(speak to us if you'd like to do this) - Stock rule automation.
- Add weights to rental items.
- Add warehouse locations to items and components.
- Create a load order.
- Upload images to rental items.
5. Sub-Rentals & Vendors
- Upload suppliers and vendors into the system.
-
Send rental requests and purchase orders.
(find your purchase orders here)
6. Cost & Profit Calculator
- Manage and track costs and profits efficiently.
- Watch video - learn how to set up.
7. Reports you should use.
- Quote/Sales Pipeline
- Invoice report
- Analytics hub (find 50+ business reports here)
- Whats happening report
- Bookings report
- Task report
- Labour report
8. Integrations
Speak to us if you would like any of the below integrations turned on.
- Google Calendar
- Stripe (online card payments)
- Xero Accounting
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