Equipment and tool hiring business is a good example how the business integrated assets, work orders and bookings very effectively using BookAndPay application.
The business have thousands of assets ranging from small hand tools to complicated machinery. The assets or inventory items are available for hiring for short term basis or long term basis.
Equipment and tools hiring business have existing accounting software, inventory management software and few adhoc software tools and website. They are not connected or integrated together. This results in manual entry of data. The online booking was limited to a web form and requests coming for estimates, quotes and bookings are manually managed by staff
Invoicing, billing and collection was manual via existing accounting software.
The process is manual and time consuming. Reporting is manual via Excel spreadsheets and billing and invoicing was independent and hence more manual process in the work flow.
|Booking||Manual||Equipment availability and booking was on available online.|
|Cancellations / Changes||Manual||By email and phone calls|
|Reminders||Partially Automatic||Basic email reminder without specific details.|
|Payment||Manual||Manual invoicing and electronic payments.|
|Self Service||Not available||Customers do not have logins or account to manage their bookings. Customer to call office to get past bookings, invoices or make changes to bookings.|
|Reports||No consolidated reports||Separate reports from accounting software and inventory systems.|
The solution was to make the availability of equipment and tools and online and make it bookable with payment option.
The BookAndPay web application is hosted in on premise server and linked to the current website via http interface. The BookAndPay application is also integrated to accounting and inventory software via APIs and webhooks. More details of of integration methods can be found in plugins
“Book Now” button was added to existing website. Some programming was required for integration.
For booking automation, the workflow was divided into two parts
The booking workflow automates the scheduling, booking, notifications aspects of the equipment hire business. Once the BookAndPay application was deployed on customer owned virtual servers and connected to the inventory database, the integration was painless with a simple addition of a “Hire Now” button on the business website.
For full details of the booking functions, see Booking Feature
Self-service function enables customer and staff of the equipment and hiring business to manage various aspects of work orders and bookings. Self-service will also allow all users to view past and current bookings, make changes and update the details without calling staff during 9 to 5.
Self-service allows the users with certain roles to view and create reports. For example, approved staff of business can create reports on customers and their hiring history.
Advanced security including OAuth Authentication
Scheduling and Calendar
Reporting system with exporting capabilities to CSV, Excel and PDF
Work Order service
BookAndPay application server is deployed on customers hosted server in Azure. Connection between existing web server and BookAndPay application via HTTPS.
Connection with existing cloud based accounting software via secure REST APIs. Connection with existing inventory system via HTTPS
The client added “Hire Now” button on existing PHP enabled website running on Apache webserver. Integration with accounting software and inventory database uses HTTP based APIs.
Before the system goes live, equipment and tools hiring company IT staff carries out some tasks.
The company IT staff carries out the following. The steps are often Deploy, Connect and Configure.