Modules

Every module, in depth.

A complete workspace for each part of the operation, all of them sharing one set of records. Each is shown below with real screens from the current build, running against a seeded demonstration company.

01Catalogue and stock

What you offer, and what you actually hold.

A catalogue item is the thing you rent or sell; stock is the physical units and quantities behind it. LoadOut keeps them distinct, so a 55-inch display can be eighteen bulk pieces at one depot, six serial-tracked units at another and four hired in from a supplier, with one availability figure across all of it.

/inventory/AV-1022Live
An inventory item's overview tab: stock position, upcoming rentals and recent movement.

Serial-tracked or bulk

Units with their own custody and history, or counted quantities, chosen per item.

Variants and kits

White chair against black chair. Kits are built from components, and the buildable quantity comes from the scarcest one.

Containers

Cases with an identity and verified contents that stay packed between jobs and load as a single scan.

Value on the books

Fleet and retail value, purchase cost, and the replacement cost for the day something does not come back.

The stock tab: units and quantities by warehouse, owner, location and condition.
/stockEvery holding, by warehouse, owner and condition.
The pricing tab: rental and sale rates with quantity breaks and duration tiers.
/pricingRates, quantity breaks and duration tiers per item.
02Orders and quotes

One record for the whole job.

Rental, event, sale or installation: an order carries its lines, crew, transport, documents and money as tabs on the same page. The quote is a versioned, customer-facing view of it, and once accepted, the agreement is what both the plan and the invoice follow.

/orders/ORD-2001/linesLive
An order's equipment lines with quantities, periods, rates and line totals.

Versioned quotes

An issued version is fixed. A change creates a new version, and acceptance records which one the customer agreed to.

Lines that behave differently

Rental, sale, service and internal-use lines each do their own work, and only stock lines create demand.

A workflow with stock effects

Confirm, prepare, check out, return, complete. Each step runs the availability engine rather than setting a status field.

Pack lists and documents

Generated from the same lines the warehouse picks from, then sent and tracked from the order.

A quote's details with its version, status, lines and totals.
/quotesVersioned, issued, sent and accepted as separate facts.
An order's financial tab: charges, costs and margin.
/financialCharges, costs and margin on the same order.
03Availability and shortages

Calculated over a window, never read off a shelf.

Availability is the quantity that can cover a whole operational window (preparation, transport out, the job, transport back and turnaround) after existing reservations and maintenance holds. Because it is a calculation, it is honest about the Thursday between two Friday jobs.

/shortagesLive
Shortages split into open, coverable by transfer and true shortages, with each short line naming the depot that has free stock.

Soft and hard reservations

A quote marks intent; confirmation hard-reserves. Taking another order's soft stock is an explicit, notified choice.

Shortages that say which kind

Coverable by a transfer from another depot, or genuinely short, with the depot that has stock named on the row.

Three ways to cover

Transfer, sub-rent, or swap for an alternative. Always an explicit decision, never a silent substitution.

Sub-rentals with a state machine

Expected and actual return dates, cost basis, sell rates and purchase orders for equipment hired in.

A sub-rental's overview: supplier, period, delivery method, expected and actual return.
/sub-rentalsEquipment hired in, with a tracked return obligation.
The calendar with bookings spanning their hire dates.
/calendarBookings span their window, so a clash is visible early.
04Warehouse and scanning

Everything else is a view over the scan.

Pick, stage, load, return and count are scans against an order. Each read receives the office's verdict as it lands (done, already scanned, not on this order, unknown, blocked), and a case whose contents were verified loads as one scan without being opened.

/orders/ORD-2001/fulfilmentLive
An order's fulfilment tab: each line's picked, packed and loaded progress and the units assigned.

Barcode and RFID

The phone's camera, a handheld, or a typed code. The scan event is the same whichever produced it.

Offline first

Scans are written to the device before they are sent. A device-minted id makes every replay safe.

Fulfilment per line

Picked, packed, checked and loaded are counted per stage, never added together.

Return in three facts

Collected, received, cleared for use. Nothing is back on the shelf until it has been checked.

The scan station on the phone.
A stock item on the phone: on hand, free now, out, booked, and which jobs have it.
mobileThe scan station and a stock item on the phone.
A printable pack list for an order.
/pack-listGenerated from the order's lines, ready to print.
05Transport and fleet

Planned by the office. Captured by the driver.

A run is a vehicle, a driver and ordered stops serving one or several orders. The office plans it; the driver works it on the phone in the order it happens, from walkaround and opening reading to each drop, the closing reading and the refuel, and the office sees every capture as it lands.

/vehicles/VAN-01/complianceLive
A vehicle's compliance tab: required documents, expiry dates and roadworthiness.

Compliance you define

Each organisation names its own vehicle document types (licence disc, certificate of fitness, MOT) and which vehicle types each applies to.

Who can drive it

Licence classes and professional permits on the person; the vehicle knows what it requires.

Odometer and cost per job

Readings bracket each run. Distance is allocated to the orders it served, and the cost lands on their margin.

Outcomes, not ticks

Delivered, partial or failed, with who signed, the time, and the reason a drop did not go.

The runs list.
/runsDeliveries and collections with driver, vehicle, window and status.
A vehicle's schedule: runs, maintenance and unavailability over time.
/scheduleRuns, maintenance and gaps, with a reason for each gap.
06Crew

People, shifts, and what they are actually owed.

A person may be an employee, a freelancer or a contractor, and may drive, rig and do warehouse work in the same week. Shifts are set by work role and headcount; assignments are tentative until conflicts clear and confirmed once the person has committed.

/crew/rosterLive
The crew roster: people across days with their shifts and any conflicts.

A roster that shows conflicts

Double bookings, travel between sites, and unknown availability shown as unknown rather than assumed free.

Qualifications with expiry

Certificates that need verifying before they satisfy a mandatory requirement, and a warning before they lapse.

Overtime from actuals

Attendance, breaks and waiting recorded once; pay rules derive the overtime. Never from what the customer was billed.

Their day, on the phone

Shifts and runs in time order, with directions to the site and a tap into the job.

The crew list with roles, types and status.
/crewEveryone the business schedules or pays, with or without a login.
A crew member's profile: roles, rates, qualifications and upcoming shifts.
/crew/…Roles, rates, qualifications and upcoming work.
07Maintenance

A hold is released by clearance. Nothing else.

A failed check, reported damage, a due service or an external repair places a maintenance hold on a unit. The hold survives the item turning up, the repairer's report and the date passing; it is released only when a permitted person clears the item for use.

/maintenanceLive
The maintenance workspace: what needs a decision, what is due and overdue, and this week's booked work.

Equipment and vehicles alike

One maintenance model for a moving head and a panel van.

Rules with real counters

Due after a number of rentals, hours on hire, meter hours or distance, counted from actual events rather than billed quantities.

Bounded deferrals

A permitted, recorded postponement that neither resets the counter nor pretends the work was done.

Return checks

Checklists by category run at check-in, and a failed check creates the requirement automatically.

The maintenance work list: open, waiting and done, searchable by asset, serial or reference.
/workEvery job by state, with repeat failures called out.
A vehicle's costs tab: fuel, maintenance and running cost over time.
/costsFuel, maintenance and what each kilometre costs.
08Finance

From the agreed charge to the money in the bank.

Invoices are issued from charges that are ready, and charges follow the agreement: an overrun on site never becomes a line on the invoice by itself. Payments, allocations, credit notes and refunds are separate facts, so the balance is always explainable.

/invoicesLive
The invoices list with status, totals, outstanding amounts and due dates.

Invoices, payments, credit notes

With allocation, ageing and statements. Recurring and consolidated invoicing for long hires.

Public customer pages

A quote, invoice or credit note reached from an emailed link, to accept, download, or pay through a gateway.

Advances and refundable security

Both optional on an order, and neither pays an invoice by accident.

Your tax, your currency

Tax rates, pricing mode and document templates per organisation. Nothing assumes one country.

An invoice's details: lines, totals, and its sending and payment activity.
/invoices/…Lines, totals, sends and payments in one place.
The aged debtors report.
/reportsAged debtors: who owes what, and for how long.
09Customers and suppliers

Both sides of the trade.

Customers with contacts, geocoded addresses, an account owner and everything they have ordered, been quoted and been invoiced. Suppliers with the items they can provide, at what cost and lead time, which is what sourcing a shortage reads from.

/customers/…Live
A customer's profile with contacts, address and account owner.

A customer record that answers the question

Orders, quotes, invoices and billing on the customer, rather than three searches away.

Supplier arrangements

Items, cost and lead time feed suggested quantities and sub-rental purchase orders.

Call, email, directions

On the phone, a customer is one tap from a call or the route to site.

The customers list.
/customersBy industry, status and account owner.
The suppliers list.
/suppliersWho you hire from, and what they can provide.
10Settings

Your vocabulary. Your rules. Sensible defaults.

An organisation sets its currency, tax, rental day basis, shortage lead time and release-hold policy once. Vocabulary that varies by country or by business (document types, vehicle types, return conditions, work types, variant templates) is a list you own, not a fixed set we shipped.

/settings/rolesLive
The roles settings page with a permission grid.

Roles and permissions

View, perform and approve granted separately, and per warehouse once there is more than one.

Rate schedules and tax rates

Vehicle rate schedules, item pricing rules, and the tax rates that appear on documents.

Document templates

Your logo, your terms and your numbering sequences on quotes, invoices and credit notes.

Organisation settings.
/organisationName, currency, units and formats.
Finance settings.
/financePayment terms, reminders, the gateway and numbering.

See it against your own kit list.

We are onboarding a small number of hire companies ahead of general availability. Tell us what you rent and how many depots you run, and we will arrange a walkthrough against your own kit list.