UpRate

Plant hire CRM in North England

UpRate gives plant hire company owners and hire desk managers a shared place for customer records, contacts and hire contracts. Keep job and site details with the customer, then add scheduling or invoicing when needed. Keep the hire desk’s customer-to-contract handoff clear.

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FREE entry covers customers and hire contracts. Scheduling and invoicing require the appropriate paid package.

UpRate Sales Manager customer records with hire contracts grouped under each customer
Customers and their hire contracts in Sales Manager. Static product screenshot.

Built around the hire desk.

Find the right customer

Keep customer and contact records in Sales Manager, so the hire desk has a consistent place to find the organisation behind the job.

Keep contracts with the customer

Create and edit hire contracts from the customer record. Keep the job and site details attached to the agreement instead of splitting them across email threads.

Add operations when needed

The same Sales Manager foundation is included in every package. Add scheduling or invoicing without treating them as separate customer-management systems.

A Manchester order-to-contract handoff

Illustrative workflow: A Manchester public-buyer hire arrives with separate purchasing and site contacts.

  1. Confirm the agreed hire

    Find the buying organisation and check the contact details instead of treating the project nickname as the customer.

  2. Create the hire contract

    Create the hire contract from the agreed order, with the job and site details the desk needs.

  3. Keep the handoff connected

    Review customer-approved amendments and pass the contract to scheduling or invoicing when those modules are included.

A practical check for North England

The contact who needs a machine may not be the person able to place the order. Manchester City Council publishes purchase-order requirements for suppliers, while Leeds has its own invoice instructions. On a Manchester buyer job, establish the buying organisation, order reference and authority for amendments before the contract moves to operations. Ask whether the invoice recipient differs from the site contact and whether an extended hire needs a revised order. Keep the customer and agreed job details connected, rather than leaving accounts to reconstruct the request from messages. These are named-buyer examples, not a common procurement policy for North England. UpRate does not issue the buyer’s order or automate its approval process.

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

Choose the workflow you need.

Essential: Keep customers and hire contracts in order. No scheduling or invoicing. Business: Manage customers, contracts and invoices. No resource scheduling or timesheets. Standard: Plan your plant and labour, with scheduling and timesheets. No invoicing. Professional: Run the whole workflow: customers, scheduling, timesheets and invoicing together.

Compare packages and capacity

Questions before you start.

Is this an automated sales pipeline?

Sales Manager covers customers, contacts and hire contracts. Automated follow-ups, lead scoring, marketing automation and pipeline tasks are not claimed.

What does the FREE entry include?

FREE Essential includes 1 team member, 20 new customers and 120 new sales contracts per month. Scheduling and invoicing require a paid package.

Do all northern buyers require the same order details?

No. Follow the actual buyer’s contract and invoice instructions. Manchester and Leeds publish their own processes; those examples should not be applied automatically to private customers or other councils.

Your next job.
A little simpler.

Start with customers and contracts. Add more when you need it.

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