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Fleet / Wholegoods Management

Fully Automate Your Process

The Fleet Management application is designed to fully automate the process of ordering, purchasing, selling, renting, receiving trade-ins, and transferring new and used equipment. This powerful program allows you to track the entire lifecycle of a unit from initial purchase through all subsequent sales and trade-ins.

The application is fully integrated with the Financial Management applications, so as unit transactions are processed, entries to the journals and general ledger accounts are automatically processed. This provides a complete audit trail from the source document to the financial statement.

Powerful Application Features

  • Track unlimited number of units across New, Used, Rental, Ordered, Sold, Historical, and Transferred statuses.
  • Search by Stock Number, Make, Model, Type, Year, Serial Number, Customer, or Location.
  • Process an unlimited number of units and trade-ins on a single invoice.
  • Track unit financing, curtailments, interest payments, and more.
  • Complete Repair Order history and copies of ROs are attached to units.
  • Follow purchase, sale, and trade-in history for the life of the unit.
  • Easily add or move attachments and options between units.
  • Automated equipment purchase downloads from participating OEMs.
  • Sell or take a trade-in against a unit before it is received.
  • Interfaced to Iron Solutions and other online equipment sites.



  • Easily create professional unit quotes with multiple color photos. Convert to an invoice with a single keystroke.
  • System tracks and maintains sequentially numbered versions of all unit quotes.
  • Coded or “hidden” cost and profit information on unit lookup screen.
  • Fully integrated to accounting, service, rental, and customer equipment records.
  • Add trade-in(s) directly to inventory from the sales invoice.
  • Track warranty dates, serial numbers, and other unit information online.
  • Quickly enter multiple units through Bulk Purchase option.
  • Transfer equipment between locations with automatic accounting entries.
  • Keep unlimited sales history online for fast, easy retrieval.
  • Track units on order from OEM.



Application Highlights

Application Highlights

Generate Professional Fleet/Wholegoods Quotes

The fleet/wholegoods management application enables you to generate professional quality quotations that can be printed, saved as a .PDF file, faxed, or emailed to your customer. Nothing is more impressive than sending a quote, complete with photos, to your customer while they are still on the phone with you.

Quotes are individually numbered, so as you update or change the deal structure, each version of the quote is saved online so you’ll always have a complete record of your sales process. The system can handle an unlimited number of unit sales and unlimited trade-ins on a single quote.

Complete History For Life of Equipment

Track a unit from factory order through multiple sales and trade-in cycles. This includes a complete repair order history, which can be a real selling point for dealer-maintained equipment. All historic documents can be retrieved, printed, saved as a .PDF file, emailed, or faxed to potential buyers.

Accept Trade-In Unit Before the Sale

The system allows a unit to be traded-in before the sale of another unit to the customer. This can be handy when selling a used unit to the customer that hasn’t arrived on the lot. It is also useful when the decision on which new unit the customer wants is still pending. All accounting entries are done automatically as the transaction is completed.


Partial Settlement by Condition Line

For large, complex jobs, it’s very common for certain conditions to be completed before others. The Service system allows conditions to be settled by line item, making it easy to collect the customer’s portion of a repair order while leaving warranty lines open for reimbursement from the manufacturer.

Repair orders can be settled by any combination of credit card, manufacturer credit cards, customer account, or cash. The system even allows the charges to be settled across multiple customer accounts.

Attach Photos, Videos, Invoices, Diagrams, or Handwritten Notes to Any Unit

The HBS eDocs application allows reference material to be attached to any repair order. These can be copies of handwritten notes, assembly diagrams, photos, videos, manufacturer bulletins, or any other file you want to make available to system users.

This can be particularly useful to document warranty claims to the manufacturer, or to show customers a photo of their equipment before and after the repair.

Powerful Search Engine

Search for units and generate listings for your sales people. Units can be retrieved by New, Used, Rental, Ordered, Sold, Historical, and Transferred statuses. Further refine searches by Make, Model, Type, Serial Number, Customer, or Location. The application supports “partial” searches when the entire model or serial number is unknown. Search results can easily be sorted on screen with a click of the mouse.

Comprehensive reports can be generated, printed, or saved as .PDF files for email and portable device display.

Case Studies

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Successful Women in the Equipment Dealership Industry

Successful Women in the Equipment Dealership Industry

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