Equipment Review

The equipment review is done quarterly to check on the following things:

• Is there equipment we should purchase and what are our top performers
• What are our most subrented items
• What items are in repair
• What items have not been used at all this quarter.

Zero Usage

Go to the Reports Section

• Select Rental Inventory Usage Report

• Settings Tab select Zero Usage

• Create Trello card of a checklist of items you think we can sell or discard. Also if there are any items that it does not seem like we own, we can use this time to check our inventory of that item. It may need to be retired.

Equipment Usage and Analysis Export/Import

To insert data you'll create reports from rentalworks and then import it into Google Sheets

Export

• In Rentalworks go to the report section

• Export the Rental Inventory Usage report

Under Settings, make sure you have Excel Export selected.

• Set the dates as this quarter.

• Export it as an Excel file.

Import

• Open the Sheet -Equipment Usage Analysis Sheet

• Delete the sheet Rental Inventory Usage Report

• Import the new file and click insert new sheet in this spreadsheet.

• Delete all of the columns until the Description column, you will leave the description column intact.

• Once you have it imported you will have to refresh the formulas on the Carried Values sheet. Just double click on them and then press enter. This will force them to refresh for the new sheet you've imported.

Rental Inventory Master

Export

• Export this from the reports section of rentalworks. Its called Rental Inventory Master.

Make sure to use the Excel Export Setting

Import

• Delete the old Rental Inventory Master Report

• Import this into the Equipment Usage Analysis document. Use insert new sheet.

• Delete all columns except for Description, ReplacementCost, Quantity

Make sure to leave them in that order.

• Go to the Average Equipment Value Sheet and paste this into where this pivot table points to

'Rental Inventory Master Report'!A1:C

Troubleshooting

• Billed days and days out don't match up or are 0

The Billed days are days that went onto an invoice, days out are ones with out contracts associated to them. You will get a 0 days out if you don't scan an item out and set it to complete manually.