Pricing

Getting Started
With Hire That

Follow these simple steps to set up your equipment hire business and start managing your operations more efficiently.

Step 1

Set Up Your Business

Before you can start managing hires and customers, you need to configure your business details. This information will appear on invoices and throughout the platform.

Information Needed

Business Name
Your company's legal or trading name
Email Address
Primary email for customer communications
Phone Number
Primary contact number
Website URL
Your business website
Address
Line 1, line 2, city, postcode
VAT Number
Tax registration number
Company Registration
Company registration number
Company Logo
PNG or JPG format
Where to Set This Up

Navigate to Settings from your dashboard, then select the Business tab. Fill in your details and click Save. You'll be automatically assigned as the business owner.

Note: Most dashboard features require business setup to be completed first.

Step 2

Add Your Customers

Customers are the heart of your hire business. Add detailed customer records to track rental history, manage credit limits, and maintain professional relationships.

Information Needed

Customer Name
Business or individual name
Email Address
Primary contact email
Phone Number
Primary contact number
Address
Line 1, line 2, city, postcode
Company Type
Sole trader, partnership, or limited
Company Registration
Company registration number
VAT Number
Tax registration number
Business & Staff Details
Contacts and job positions
Credit Limits & Periods
Payment terms and credit allowances
How to Add Customers

Go to Customers from the dashboard and click Add Customer. After creating a customer, you can manage their details, documents, and notes from the customer management page.

Step 3

Add Your Stock

Your stock inventory is what customers hire. Set up your equipment with detailed specifications, pricing, and availability tracking to prevent double-bookings.

Information Needed

Category
Equipment type/classification
Make & Model
Manufacturer and model details
Reference Number
Stock reference number or SKU
Important Dates
Date of purchase, date of registration
Identification Details
Serial number, registration and age
Hours & Service Due
Current hours and next service interval
Pricing & Costs
Cost in, monthly cost, RRP, selling price
Hire Rates & Bundles
Rental pricing and product packages
How to Add Stock

Navigate to Stock and click Add Stock Item. Fill in the details and upload photos. The system automatically tracks availability and prevents double-bookings.

Assisted Setup

We're Here to Help You Onboard

If our team is assisting with your onboarding, we'll need some information from you to get everything set up quickly and accurately. Here's what to prepare:

Your Business Information

  • Business name
  • Email address
  • Phone number
  • Website URL
  • Address (line 1, line 2, city, postcode)
  • VAT number
  • Company registration number
  • Company logo (PNG or JPG)

Customer Data

For Each Customer, Please Provide:
  • Customer/business name
  • Business type (sole-trader, partnership or limited company)
  • Operating address
  • Email address
  • Phone number
  • Staff details
  • Credit limits and periods

Stock & Equipment Data

For Each Stock Item, Please Provide:
  • Item name/description
  • Category
  • Make and model
  • Stock reference number
  • Serial number
  • Registration number (for vehicles)
  • Current hours
  • Service due at hours
  • Cost in, monthly cost, RRP and selling price
  • Hire rates and bundles
Data Format Flexibility

Don't worry about formatting your data perfectly! We accept information in any format:

Excel/CSV filesPDF documentsWord documentsExisting system exports

Our team will handle the data migration and ensure everything is set up correctly in your new system.

You're Ready to Go!

Once you've completed these three steps, you can start creating hires, generating invoices, and managing your equipment hire business.

Create Hires

Combine customers and stock to create rental bookings with dates and delivery details.

Generate Invoices

Create invoices for hires, add custom line items, and send them directly to customers.

Use Calendar

View upcoming hires, check equipment availability, and plan logistics from the calendar view.

Track Analytics

Monitor revenue, identify popular equipment, and analyze customer trends.

Ready to transform your equipment hire business?