UpRate

Mobile crane hire software in Cardiff

Manage the office work behind mobile crane hire in Cardiff: customers and enquiries, quotes and contracts, crane and crew assignments, timesheets and invoices. Start with the local handover question below, then choose the documented UpRate workflow. External permission and safe lifting decisions stay with the responsible people.

Sign up for FREESee the workflow

Free CRM for 1 user with Sales Manager: customers, enquiries, quotes and hire contracts. Larger teams use paid capacity; scheduling, timesheets and invoicing are optional modules. No credit card needed to create your account.

UpRate Sales Manager customer records with hire contracts grouped under each customer
Sales Manager groups hire contracts under customer records. Static product screenshot.

Built around the hire desk.

Settle the customer handover

Keep the enquiry, relevant contacts and agreed contract clear before operations confirms the booking.

Review crane and crew together

Resource Manager schedules plant and labour and collects timesheets; responsible people review suitability and access separately.

Keep accounts in context

Invoice Manager adds contract charge-item preparation and the reviewed Xero handoff.

Wider UK customer experience.

Read the full customer stories

“UpRate has replaced many of our manual processes, allowing us to manage everything in one centralised system.”

Alan McCaig, Hire Desk Manager
Alan McCaigHire Desk ManagerForsyth of Denny · Scotland

Cardiff: connect the local check to the hire desk

Illustrative workflow: Illustrative Cardiff office handover: the customer requests crane attendance while the relevant local arrangement is being confirmed.

  1. Identify the outstanding decision

    Confirm the customer and site contact, then name the responsible person for the local question described below.

  2. Agree the working window

    After external arrangements are settled, review the contract and crane/operator assignment against the whole attendance period.

  3. Keep the handover connected

    Review recorded work against the agreement before preparing invoice charge items and the accounts handoff.

Choose the workflow you need.

Start with Sales Manager. Add the modules and capacity your hire desk needs.

Sales Manager
Browse customers and contracts with search, filters and tables, alongside enquiries and quotes. Where enabled, add dated records and follow-ups.
Invoice Manager
Add invoicing with the monthly capacity you need.
Resource Manager
Add plant and labour scheduling, with timesheets.
Sign up for FREECompare modules and capacity

Free CRM for 1 user. No credit card needed to create your account.

Questions before you start.

Does this page imply a local UpRate office?

No. Locations describe the intended reader and a source-scoped operational example, not an office, local endorsement or authority integration.

Does a booking approve permissions or lift planning?

No. The responsible people confirm site access, permissions, equipment suitability and safe lifting arrangements externally. UpRate organises the commercial and operational records.

Which workflow should a team in Cardiff start with?

Start with the task you need: enquiries and customer records, Quotes where enabled, owned follow-ups, crane and crew allocation, timesheet review or invoice preparation. Use the UK task links below for the product detail; the local operating decision remains external.

The Cardiff question to settle before booking

Cardiff publishes crane highway licensing and an applicant checklist covering traffic and site arrangements. Ask the responsible operator to confirm permissions; a schedule entry cannot authorise highway occupation.

For Cardiff highway crane work, the published applicant checklist makes the responsible operator an important early contact. Ask that person to confirm the relevant site and traffic arrangements before the desk turns a requested date into an agreed attendance. If a road closure, parking arrangement or crane position changes, return the detail for external review rather than only amending the allocation. Operations needs the confirmed working period, including setup and removal, to review crane and labour availability. A checklist status is a team record, not a licence or certification. Keep the commercial scope and external permission decisions distinct when preparing the contract and when explaining any later change to accounts.

Your next job.
A little simpler.

Free CRM for 1 user with Sales Manager. No credit card needed to create your account.

Sign up for FREE