UpRate

Plant hire CRM in Scotland

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 Scottish public-contract customer record

Illustrative workflow: A hire firm wins Scottish public-sector work and needs to turn the agreed supply into customer and contract records.

  1. Confirm the agreed hire

    Find the actual buying organisation and contact after the procurement activity is complete.

  2. Create the hire contract

    Create the hire contract with the agreed site, job and buyer reference; review any variation with that customer.

  3. Keep the handoff connected

    Pass the connected record to operations or invoicing when included, rather than starting a separate customer file.

A practical check for Scotland

Winning work and managing the resulting hire are different tasks. Public Contracts Scotland provides supplier and procurement guidance; that portal activity remains outside UpRate. For the resulting customer record, establish who is placing the hire and which organisation will pay. Edinburgh’s supplier instructions illustrate why order and invoice details also need a buyer-specific check. Ask whether a main contractor, council or other organisation is the contractual customer and which person may agree changes. Keep the agreed job and site details with the hire contract so operations and accounts can follow the same record. UpRate does not submit bids, guarantee an award or integrate with Public Contracts Scotland.

From a hire desk in Scotland

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.

Is UpRate connected to Public Contracts Scotland?

No integration is claimed. Complete procurement activity through the official service, then use Sales Manager for the actual customer and hire contract records after agreement.

Your next job.
A little simpler.

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

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