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Advanced Equipment Rental Management - Dolibarr

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1. Overview

Advanced Equipment Rental Management turns Dolibarr into a complete, specialised ERP for professional equipment...

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1. Overview

Advanced Equipment Rental Management turns Dolibarr into a complete, specialised ERP for professional equipment rental companies. It covers construction (BTP) machinery, lifting and handling equipment, industrial equipment, tooling, agricultural machinery, event and audiovisual gear, utility vehicles, generators, aerial platforms, cranes, forklifts and furniture — all from a single interface, without any external software.

The module manages the entire rental lifecycle:

Prospect → Quote → Reservation → Contract → Preparation → Delivery → Rental → Return → Inspection → Invoicing → Maintenance → Financial analysis.

2. Architecture

The module follows Dolibarr standards and modular conventions:

·       Descriptor: core/modules/modAdvancedRental.class.php (module number 513400, family “Products”).

·       16 business objects, each extending CommonObject, with self-healing schema (ADD COLUMN on upgrade).

·       Database tables use the arm_ prefix (llx_arm_equipment, llx_arm_contract, …).

·       A generic list/card engine renders every object with elegant filters and a column selector.

·       Dedicated pages: a modern dashboard, a monthly calendar, an availability board and a decisional reporting suite.

·       A dynamic CSS charter (blue / violet / green / teal / orange) and FontAwesome 5 icons.

·       Five languages: French, English, Spanish, Italian, German.

·       Native integration with Third parties, Products, Warehouses, Stock, Invoices, Interventions, Projects and Agenda.

Business objects

Object

Purpose

Equipment

Rental assets: serial, barcode, brand, model, values, daily rate, availability

Category

Equipment families (BTP, lifting, electricity, gardening, agriculture, cleaning, AV, events, vehicles, IT)

Reservation

Bookings: quick, multiple, long-term, recurring; conflict detection

Contract

Rental contracts with lines, deposit, security deposit, insurance, franchise, driver

Contract line

Equipment and accessories billed on a contract

Accessory

Accessories attached to equipment with their own rate

Delivery

Delivery and pickup orders (driver, vehicle, schedule, status)

Return

Return records: condition, meters, fuel, damages, cleaning / repair / penalty fees

Inspection

Pre-departure / post-return checklists, technical and regulatory controls

Maintenance

Preventive / corrective / regulatory maintenance with cost and next due date

Spare part

Parts stock, alert threshold, cost, location

Insurance

Policies: insurer, coverage, franchise, premium, expiry, alerts

Deposit

Security deposits (cash / check / transfer / card): held / returned / partially retained

Pricing

Rate cards: hourly / daily / weekly / monthly / yearly, seasonal, weekend, VIP, pro

Penalty

Penalties: late, damage, cleaning, overuse, fuel

Payment

Deposits, rental, supplements, penalties, extensions; linked to Dolibarr invoices

3. Menus & navigation

The module adds a top menu “Location de Matériel” with a full left menu and an in-page quick-navigation tab bar reproduced on every screen for fast movement between sections.

Menu entry

Content

Dashboard

KPIs, contract kanban and interactive charts

Equipment catalog

Full fleet with search and column selector

Categories

Equipment families

Reservations

Bookings and workflow

Rental contracts

Contracts and their lines

Calendar

Monthly view of reservations and contracts

Availability

Real-time fleet status board

Deliveries & pickups

Logistics orders

Returns

Return processing and fees

Controls & inspections

Checklists and technical controls

Maintenance

Preventive / corrective / regulatory

Accessories / Spare parts

Accessories and parts stock

Insurances / Deposits

Policies and security deposits

Pricing / Penalties / Payments

Rate cards, penalties, billing

Reporting

Decisional analytics

Configuration

Settings and demo data

4. Key features

4.1 Dashboard

The dashboard provides a 360° view: fleet (available, rented, occupancy rate, immobilized, fleet value), performance (total / monthly / daily revenue, active contracts, average contract value), a contract kanban by status, operations (pending reservations, returns today, upcoming maintenance, insurance alerts) and finance (penalties, held deposits, maintenance cost). Four interactive charts show revenue evolution, fleet distribution, most-rented equipment and revenue by category.

4.2 Equipment catalog & fleet card

 

Each asset stores its full technical identity and links to its category, supplier, warehouse and, optionally, a native Dolibarr product. The equipment card exposes a KPI cockpit and all linked records.

4.3 Availability board

Status cards (available, reserved, rented, in maintenance, in repair, immobilized, out of service) filter the equipment list in one click; a colored badge shows each asset’s current state.

4.5 Contracts

 

Contracts carry client, equipment, dates, rate, down payment, security deposit, insurance, franchise and driver. Contract lines detail billed equipment and accessories. Payments and deposits are linked automatically.

4.6 Returns, inspections & maintenance

 

Returns record equipment condition, meters, fuel and accessories, and automatically compute cleaning, repair and penalty fees. Inspections use customizable checklists before departure and after return. Maintenance covers preventive, corrective and regulatory interventions with cost tracking and next-due alerts.

4.7 Reporting & profitability

 

Six analytical reports (contracts, equipment, reservations, maintenance, profitability, finance) are available, each exportable to CSV and printable. The profitability report crosses generated revenue with maintenance cost to reveal the net result per equipment family.

5. Rental workflow

Step

Description

1. Prospect / Quote

Identify the client and estimate the rental (native quote optional).

2. Reservation

Book the equipment; conflicts and double-bookings are detected.

3. Contract

Convert the reservation into a contract with deposit, security deposit and insurance.

4. Preparation & delivery

Issue delivery orders (driver, vehicle, schedule).

5. Rental

Equipment is out; the contract is active.

6. Return

Record condition and meters; compute cleaning / repair / penalty fees.

7. Inspection

Run post-return checklist and technical controls.

8. Invoicing

Generate deposits, rental, supplements and penalties; link to Dolibarr invoices.

9. Maintenance

Schedule preventive / corrective / regulatory interventions.

10. Financial analysis

Measure occupancy, revenue and profitability per category.

6. Permissions

The module ships eight functional right groups. Read and write are granted by default on activation so the module is immediately usable; delete and administration are off by default.

Right group

Scope

Equipment fleet (catalog)

Equipment, categories, accessories, insurances

Reservations

Bookings and calendar

Contracts

Rental contracts and lines

Logistics

Deliveries and returns

Maintenance

Maintenance, inspections, spare parts

Finance

Deposits, pricing, penalties, payments

Reporting

Read access to analytics

Administration

Module configuration

These groups map to operational roles: manager, fleet manager, maintenance manager, storekeeper, sales, accountant, driver, technician and read-only user.

7. Dolibarr integration

The module links to and, where relevant, creates or updates native Dolibarr documents:

·       Third parties & contacts — customers and suppliers of equipment.

·       Products & services, warehouses & stock — optional link of each asset to a native product.

·       Quotes, orders, invoices, shipments — commercial and billing flow.

·       Payments & bank — deposits, rental and penalty payments.

·       Agenda, interventions, projects, documents (ECM), users — planning and traceability.

8. Administrator guide

Configuration page with demo-data buttons

Installation:

·       Copy the advancedrental folder into htdocs/custom/.

·       Enable the module from Home → Setup → Modules.

·       Open Location de Matériel → Configuration to set currency, default deposit rate, late fee per day and return notifications.

Demonstration data:

·       Click “Install demo data” to generate a realistic, coherent dataset (equipment, categories, customers, reservations, contracts, deliveries, returns, maintenance, deposits, payments).

·       Click “Remove demo data” to delete only the demo records — real data is never touched.

The demo generator is versioned: upgrading the module re-seeds an improved dataset automatically.

 

© 2026 DoliResources — www.doliresources.com — Advanced Equipment Rental Management v1.0.0