Construction Heavy Equipment Leasing Management Integrated with Odoo Fleet Contract and Equipment Module

Heavy Vehicle Rental Contract and Maintenance Management

Heavy Vehicle Fleet Service & Leasing for Construction and Job Contracting

Heavy Equipment Rental for Construction

This module provides a solution for managing heavy equipment leasing in construction projects. It covers the entire workflow, from CRM pipeline, sales estimation, contract management, and invoicing to job costing, maintenance, and material requisition. Users can efficiently track vehicle contracts, job orders, and equipment servicing. The module ensures seamless project planning, cost control, and equipment utilization for construction businesses. Designed to optimize fleet operations and improve project profitability in Odoo.

For more details please check below screenshots and watch the video in live preview section.

Main Features:

• CRM & Sales Management:
  • Track leads and opportunities for heavy equipment leasing.
  • Generate sales estimates and customer quotes.
  • Convert estimates into confirmed sales orders.
• Contract & Leasing Management:
  • Create and manage vehicle leasing contracts.
  • Define contract terms, pricing, and renewal options.
• Project & Job Costing:
  • Create projects upon lease confirmation.
  • Plan job costing, including labor, materials, and overhead.
  • Track expenses for each leased vehicle or equipment.
• Equipment & Maintenance Tracking:
  • Assign vehicles and equipment to projects.
  • Schedule preventive maintenance and service requests.
  • Generate job orders for equipment servicing and repairs.
• Material Requisition & Procurement:
  • Request materials for leased equipment and projects.
  • Manage approvals and procurement workflows.
  • Track stock movements and vendor supplies.
• Customer Portal & Invoicing:
  • Allow customers to view quotes, contracts, and invoices online.
  • Generate invoices based on leasing terms and project costs.

Workflow:

• CRM & Lead Management:
  • Create a new lead in the CRM pipeline for heavy equipment leasing.
• Estimate Generation:
  • Generate a sales estimate from the CRM opportunity.
  • Share the estimate with the customer via the portal for review and approval.
• Sales Order Creation:
  • Convert the approved estimate into a sales order.
• Invoice Processing:
  • Generate invoices based on the sales order for lease payments.
• Project Creation:
  • Create a project after the sales order confirmation.Define project tasks related to leasing, equipment setup, and management.
  • Define project tasks related to leasing, equipment setup, and management.
• Job Order Processing:
  • Create job orders for vehicle preparation, inspection, and delivery.
  • Display job orders on the customer portal for tracking.
• Job Costing & Planning:
  • Prepare a job cost sheet for the project.
  • Track labor, material, and overhead costs.
• Material Requisition for Equipment Leasing:
  • Create material requisitions for any required spare parts or maintenance tools.
• Vehicle Contract Management:
  • Generate and manage vehicle lease contracts.
• Equipment & Maintenance:
  • Register leased equipment and heavy vehicles.
  • Track maintenance schedules and generate service requests.
• Job Orders for Equipment & Maintenance:
  • Create job orders for routine servicing and breakdown maintenance.
• Material Requisition for Equipment Maintenance:
  • Generate material requisitions for spare parts needed for maintenance.
• Customer Portal Access:
  • Allow customers to track estimates, sales orders, contracts, job orders, and invoices.

Heavy Equipment Leasing CRM Opportunity Pipeline (Odoo Standard)

Heavy Equipment Leasing Opportunity Form View (Odoo Standard)

Opportunity Form View with Estimate Line Tab and Create Estimate Button

Sale Estimate Creation Wizard for Heavy Equipment Leasing

Sale Estimate Generated from Wizard for Heavy Equipment Leasing

Sale Estimate Form View

Sale Order (Odoo Standard) Generated from Sale Estimate

Generated Invoice Form View (Odoo Standard)

Heavy Vehicle Leasing Projects (Odoo Standard)

Job Orders/Tasks for Heavy Vehicle Leasing Projects (Odoo Standard)

Job Order/Task Form View (Odoo Standard)

Heavy Construction Vehicles/Fleet (Odoo Standard)

Heavy Construction Vehicle (Odoo Standard) Form View

Contract List View (Odoo Standard) for Heavy Construction Vehicles

Vehicle Contract Form View (Odoo Standard)

Vehicle Contract PDF Report

Heavy Vehicle Equipment Kanban View (Odoo Standard)

Heavy Vehicle Equipment Form View (Odoo Standard)

Heavy Vehicle Equipment Maintenance Request Kanban View (Odoo Standard)

Maintenance Request Form View with Job Order and Material Requisition Smart Buttons

Generated Job Order from Maintenance Request with Job Cost Smart Button

Job Cost Sheet with Detailed Material Tab

Job Cost Sheet with Detailed Labour Tab

Job Cost Sheet with Detailed Overhead Tab

Material Requisition Generated from Maintenance Request

Customer Portal Displaying Your Estimate Menu

Sales Estimate List View

Sales Estimate Form View

Print Sales Estimate PDF Report from Customer Portal

User Configuration Required for Full Module Usage

Contact / Support
Introducing Probuse Consulting Services Pvt. Ltd.

If you need any help or want more additional features, you may contact us through:
Email: contact@probuse.com
Website: www.probuse.com
Skype: mustufa_probuse