Equipment rental
Case Study

A small professional services business who would occasionally rent equipment to their customers. 

They had no system in place to handle the rentals.

Team members had no visibility into what equipment the company had available to rent or at what cost.

There was no process to ensure items were billed to the customer.

Every step was manual and felt like reinventing the wheel each time.

By leveraging Microsoft’s automation platform, Paragus was able to create an inventory of all available assets with statuses. 

In the new system:

Employees chat with a bot via Teams to learn what equipment is available and what the price is.

Employees can ask the bot to rent a piece of equipment to a customer. 

The bot knows the full list of customers by querying the company’s primary line of business application. 

The bot creates an email to the point of contact for the customer, outlining the cost per week to rent the equipment and including a link to approve or deny the request. 

If they click approve, the automation automatically logs into the company’s billing system, generates an invoice, and creates a ticket for a technician to go onsite and deliver the equipment. 

Further reminders are generated confirming the rental is still needed and scheduling the collection of the equipment when the customer no longer needs it. 

The process happens the same way every time—with a 90% time savings.

Rental equipment revenue has increased by 350%.