Shawn Mervin

Equipment rental software demo: rental agreement to invoice

An 80-second walk through Rental Pilot, equipment rental software: rental agreements, deliveries, pick-ups, invoicing and equipment history — on a demo yard with made-up customers.

1:21October 14, 2026

About this video

Recorded on Northline Equipment Rentals, a demo company with invented customers and machines. Nothing here is a real customer.

Chapters

  1. 0:00 What Rental Pilot is
  2. 0:13 Rental agreements
  3. 0:25 One agreement, end to end
  4. 0:38 Deliveries
  5. 0:44 Pick-ups
  6. 0:50 Billing
  7. 1:03 Equipment
  8. 1:14 Your name on it

Transcript

No narration; on-screen captions, in order:

Rental Pilot — equipment rental software. Demo yard, made-up customers.

Rental Pilot runs a working equipment rental yard. This is a demo company: Northline Equipment Rentals.

The dashboard: what is out, what is due, and what needs someone today.

Every rental agreement on rent, with its billing status.

Daily, weekly or monthly — the billing cycle lives on the agreement, not in a spreadsheet.

One agreement: created, signed, delivered, invoiced, picked up — every step on one record.

Customer, job site, contact, PO and billing, all editable in place.

The machines on this agreement.

Deliveries (BOLOs): dispatch assigns a driver, and the field app takes it from here.

Pick-ups (BOLIs) come back the same way, with fuel and any damage recorded on the return.

The invoice is built from the same record: days on rent, fuel, damage, GST.

Nothing bills itself. Someone in the office reviews it and sends it.

Every machine with its history: where it is, who has it, what it has earned.

Service calls and work orders stay attached to the machine.

Your yard, your name: Rental Pilot is white-labelled for rental businesses — or I build to fit. mervinc.com.

Want this for your business?

Get in touch — I reply myself, usually the same day.

Got an operation that's outgrown its spreadsheets?

Tell me what your business does and where it's jamming up. If I'm not the right person for it, I'll say so and point you somewhere better.

What to send, and what happens next