How to Automate Point of Rental

Point of Rental automates the contract: recurring invoices raise themselves, SMS notifications fire on reservations and payments, and Rental eSign chases the signature. Confirming a part, a warranty claim or an insurance certificate happens on other companies' websites, and that is the layer a browser agent like WebRun covers.

A rental yard earns only while the machine is out

Point of Rental is rental management software, sold as Point of Rental Essentials for smaller operations and Point of Rental Elite for the larger and more complicated ones. Behind both is the same idea: a rental business does not sell things, it sells the same thing over and over, and everything depends on knowing where each unit is and when it comes back.

That makes the software a calendar as much as an inventory. A scissor lift is on a contract until Thursday, then it has a service due, then it is promised to a housebuilder on Monday. Miss one of those and the whole chain slips.

The businesses running it are heavy equipment yards, tool hire counters, aerial access specialists, event and tent companies, portable sanitation operators. Different fleets, same problem: an asset earning nothing in the yard is the only real waste in the model, and an asset that goes out broken is worse.

Somebody spends the morning confirming things by phone

Watch a rental counter for an hour and most of the work is not renting anything.

It is ringing the dealer to ask whether the hydraulic pump is in stock, because the machine it belongs to is down and a customer wants it Thursday. It is opening the manufacturer's portal to see whether a warranty claim was paid. It is emailing a contractor's procurement department to get a purchase order number so an invoice can go out. It is checking whether a customer's certificate of insurance expired last month, on the broker's site, before the machine leaves the yard. It is chasing the deposit on a contract that ended two weeks ago.

None of that is on the schedule. It happens between customers, gets interrupted, and gets picked up again by whoever is free. Which is why the certificate that lapsed is usually found after the machine has already gone out.

The point-of-rental.com homepage, the app these three jobs run in. Point of Rental
Cover confirmed before the gate Customer insurance certificates checked on the broker's site, so a lapse is caught before a machine goes out uncovered.
A date instead of a shrug Parts availability checked at each dealer for the units currently down, so the customer gets told when it will be back.
Service scheduled on real hours Machine hours read from the manufacturer's telematics portal and matched to the intervals in Point of Rental, before a unit runs past due.

Automated billing and SMS notifications cover the contract's life

Point of Rental automates the contract itself well, and most of it is included rather than sold separately.

Billing and invoicing can be automated so recurring hires raise their own invoices. SMS Notifications fire on transactions the system already knows about: a reservation confirmed, a payment received, an invoice reminder due. The maintenance, service and repair side holds repair orders, maintenance orders and work requests against each unit, so a machine coming back due for service is not a surprise. Rental eSign sends a contract out for signature and tells you when it comes back, which removes the trip to site that used to be the only way to get a name on a form.

That is a full set for a business this size, and all of it is triggered by something that happened inside Point of Rental.

The facts that stop a hire going out are usually elsewhere. The dealer's parts availability. The manufacturer's warranty portal. The insurance certificate on the broker's system. The purchase order sitting in the main contractor's procurement portal. The machine hours the manufacturer's telematics site records, which is what actually decides when a service is due. None of those can be reached from the counter's own software.

Every machine has a fact sitting on somebody else's website

A hire that cannot go out is usually waiting on one date held by one other company, and that company puts it on a screen.

Insurance certificates checked against the broker's portal every morning, with anything expiring inside thirty days flagged before a contract is written rather than after a machine is on site with no cover. Parts availability checked at each dealer for the units currently down, so the answer to when it will be back is a date rather than a shrug.

Warranty claims tracked to payment on the manufacturer's portal, since the ones that quietly fell out are only found by looking. Purchase order numbers pulled from the main contractor's procurement site, so the invoice goes out this week rather than sitting in a pile waiting on an email nobody answered.

The fleet side is the quieter win. Machine hours read off the telematics portal each week and compared with the service intervals in Point of Rental, so a unit due at 500 hours is scheduled at 450 rather than found at 620.

Anything touching a customer stops short of sending. A chase for an overdue return or an unpaid deposit gets written, then waits for someone to read it.

The counter should be serving whoever walks in

Three logins stand between a question at the counter and its answer: the dealer's parts site, the manufacturer's warranty portal, the broker's certificate page. The customer waits through all three.

WebRun is an AI agent that works a real Chrome browser, signed in as you. It opens those portals, reads what is on the screen, and writes the answer back into Point of Rental or the sheet the yard works from.

It runs on your schedule in your own private environment, and you can watch a run and stop it mid-way. Anything that chases a customer for a machine or for money is drafted and waits for a person.

The workflows below are already built, and each one names the sites it opens.

Questions people ask

Our overdue chases are touchy. Does it send them?

No. It builds the list of what is out past its return date and drafts the message, then stops. On a trade counter the relationship is worth more than the day rate, so sending stays with a person.

We run Elite on our own servers. Does that rule this out?

No. It works whatever screen you log into, self-hosted or cloud, because it reads and types the way your counter staff do. There is nothing to install alongside Point of Rental and no API to enable.

Half our suppliers have no online portal at all. Then what?

Whatever is online gets checked, and the rest stays a phone call. In practice the parts sites, warranty portals and insurance certificate pages cover most of the daily chasing, and the calls left over are the ones worth a person making.

14 ready-made Point of Rental workflows

Each one names the apps it touches and the exact steps it takes. Open one to read what it will do, then turn it on.

Point of Rental Seasonal Restock Alerts
Every Monday, WebRun compares this year's booking pace against last season in Point of Rental, drafts a purchase request in QuickBooks for equipment categories trending toward a shortage, and posts your fleet manager a Slack alert to approve before ordering.
Point of RentalQuickBooksSlack
Point of Rental Automated Inspection Reminders
Every hour during the day, WebRun finds equipment checked into Point of Rental without a completed return inspection, texts the on-duty inspector a reminder, and posts your yard supervisor a Slack queue so nothing goes back out unchecked.
Point of RentalTwilioSlack
Point of Rental Booking Conflict Alerts
Every hour, WebRun scans upcoming reservations in Point of Rental for the same asset booked to two jobs at once, marks each conflict on a shared calendar, and posts your reservations team a Slack alert so it gets resolved before delivery day.
Point of RentalGoogle CalendarSlack
Point of Rental Automated Quote Followups
Every morning, WebRun finds quotes sitting open for 3 days or more in Point of Rental, drafts a follow up email for each prospect, and posts your rental rep a Slack list to review and send before the job goes to a competitor.
Point of RentalGmailSlack
Automated Point of Rental Maintenance Due Alerts
Every Monday, WebRun checks engine hours and calendar intervals against each asset's service schedule in Point of Rental, logs everything due to a maintenance sheet, and posts your shop team a Slack alert ranked by how overdue each asset is.
Point of RentalGoogle SheetsSlack
Automated Point of Rental Return Alerts
Every morning, WebRun finds equipment rentals past their scheduled return date in Point of Rental, drafts a text reminder to each renter, and posts your yard team a recovery list ranked by days overdue.
Point of RentalTwilioSlack
Point of Rental Automated Invoice Chasing
Every morning, WebRun finds rental orders with a past due balance in Point of Rental, confirms each invoice in QuickBooks, drafts a text payment reminder for each customer, and posts your accounts team a Slack chase list ranked by amount overdue.
Point of RentalQuickBooksTwilio
Point of Rental Equipment Utilization Report
Every Monday, WebRun reads rental days and idle days per asset in Point of Rental, matches each asset to its revenue in QuickBooks, and posts your ops team a Slack utilization report ranked from best to worst performing equipment.
Point of RentalQuickBooksSlack
Point of Rental Deposit Refund Alerts
Every night, WebRun finds returned equipment cleared of damage in Point of Rental, matches the held deposit in Stripe, drafts the refund for that amount, and posts your accounts team a Slack list to approve before it processes.
Point of RentalStripeSlack
Point of Rental Automated Dispatch Digest
Every morning, WebRun reads today's scheduled deliveries and pickups in Point of Rental, builds a driver-by-driver run sheet in Google Calendar, and sends your dispatch team a Telegram digest before the first truck leaves the yard.
Point of RentalGoogle CalendarTelegram
Point of Rental Automated Damage Billing Alerts
Every night, WebRun reads the return inspection and damage waiver status in Point of Rental, drafts a billable damage line item in QuickBooks for anything not covered, and posts your billing team a Slack alert to approve before it goes out.
Point of RentalQuickBooksSlack
Point of Rental Automated Contract Renewals
Every morning, WebRun finds long-term rental contracts ending within 5 days in Point of Rental, drafts an extension offer in DocuSign for each renter, and posts your rental coordinator a Slack list to review and send.
Point of RentalDocuSignSlack
Automated Rental Fleet Maintenance Due Alerts
WebRun checks your rental platform weekly for assets coming due for scheduled maintenance and posts your team a prioritized service list in Slack before anything goes out dirty or broken.
Point of RentalGoogle SheetsSlack
Automated Rental Invoice Balance Chaser
WebRun reviews your rental invoices each week, finds balances past due, drafts a polite payment reminder for each customer, and posts your team a Slack chase list ranked by overdue amount.
Point of RentalQuickBooksGmail

Want one of these running on your own Point of Rental?

Show WebRun the process once and it will run it on schedule, in your own private browser environment.