Third party equipment rental

SOLVED

We have some equipment that we own and charge to jobs.  We also rent equipment form third party suppliers.  Is there a way to set up our third party rental rates in sage that will be visible in Sage Estimating?

Parents
  • 0
    SUGGESTED

    How we handle our equipment and equipment we rent: 

    Group Phase – Rental Equipment (whatever)

    Phase: Our Equipment

    Item: -xyz- with a Takeoff Unit of ‘use’ – Category= ‘Equipment’ – Price (the amount we plan to charge/recover per use).

     

    Phase: Delivery

    Item: Deliver/Pickup from Rental Company

    Item: Delivery to Jobsite – In House

    (These items are included in each Assembly to capture these expenses.)

     

    Phase: Scissor Lifts

    19’ Scissor Lift/day

    19’ Scissor Lift/wk

    19’ Scissor Lift/mo

     

    26’ Scissor Lift/day

    Etc.

     

    Phase: Boom Lifts

    Etc.

    Phase: Toilets – Trailers – Containers……

    We have Items for all commonly rented pieces of equipment.

    If separate Items are not feasible, you could create an Item/s like ‘Rent a Unit’ and plugin pricing on the Spreadsheet.

     

    I created One and Two-Dimensional Item Tables for each piece – Size and Rental Duration

    Totals Page – we have Addons for the Insurance % rate that we are charged.

    Sales Tax

    Markup

    The Addons target the Phase/s by using the Range Choice.

    On a Spreadsheet Layout – Setup Layout to show the Equipment fields you want to see.

Reply
  • 0
    SUGGESTED

    How we handle our equipment and equipment we rent: 

    Group Phase – Rental Equipment (whatever)

    Phase: Our Equipment

    Item: -xyz- with a Takeoff Unit of ‘use’ – Category= ‘Equipment’ – Price (the amount we plan to charge/recover per use).

     

    Phase: Delivery

    Item: Deliver/Pickup from Rental Company

    Item: Delivery to Jobsite – In House

    (These items are included in each Assembly to capture these expenses.)

     

    Phase: Scissor Lifts

    19’ Scissor Lift/day

    19’ Scissor Lift/wk

    19’ Scissor Lift/mo

     

    26’ Scissor Lift/day

    Etc.

     

    Phase: Boom Lifts

    Etc.

    Phase: Toilets – Trailers – Containers……

    We have Items for all commonly rented pieces of equipment.

    If separate Items are not feasible, you could create an Item/s like ‘Rent a Unit’ and plugin pricing on the Spreadsheet.

     

    I created One and Two-Dimensional Item Tables for each piece – Size and Rental Duration

    Totals Page – we have Addons for the Insurance % rate that we are charged.

    Sales Tax

    Markup

    The Addons target the Phase/s by using the Range Choice.

    On a Spreadsheet Layout – Setup Layout to show the Equipment fields you want to see.

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