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SYSTEM AND METHOD FOR EFFECTIVE EQUIPMENT RENTAL MANAGEMENT

  • US 20130197959A1
  • Filed: 06/25/2012
  • Published: 08/01/2013
  • Est. Priority Date: 01/31/2012
  • Status: Abandoned Application
First Claim
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1. A method for providing a rental management tool, the method comprising:

  • receiving information via a user interface for renting one or more rental items to a customer;

    generating a project corresponding to a sales order for the customer, wherein the sales order includes a plurality sales order lines, at least one sales order line being a rental item and at least one sales order line being a service item associated with the rental item;

    converting each of the plurality of sales order lines into corresponding individual task items in the project;

    determining one or more resource requirements for at least one task item for the project;

    identifying at least one candidate resource and associated competency information for the one or more determined resource requirements;

    displaying, in the user interface, the at least one candidate resource and associated competency information;

    assigning the at least one candidate resource based on selection information received from the user interface and updating the project to reflect the assignment;

    generating a rental invoice for the sales order, wherein the rental invoice incorporates cost information associated with the plurality of sales order lines and the at least one selected candidate resource.

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