Everything Your Rental Operation Needs

OpsReef is purpose-built for AV, event, and equipment rental companies. Not adapted from generic project management or ERP software — designed from the ground up around the way rental businesses actually quote, prep, deliver, and collect. One platform replaces the patchwork of spreadsheets, shared drives, and disconnected tools your team has outgrown.

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Nine Pillars of a Complete Rental Platform

Every module is connected. Data flows from quoting through invoicing without re-entry, and your whole team works from one source of truth.

Job Management

Full lifecycle from quote to strike. Track every milestone from prep through de-prep, manage multiple salespeople, and convert quotes to invoices with one click.

  • Quote-to-invoice conversion in one click
  • Multi-day event timelines with prep, show, and strike dates
  • Custom job statuses, types, and cancellation reasons
  • Salesperson assignment with commission tracking
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Inventory & Availability

See what's available, what's out, and what's conflicting across warehouses. Serial number tracking, barcode scanning, and maintenance scheduling.

  • Real-time availability calendar with conflict alerts
  • Multi-warehouse stock tracking and transfers
  • Serial number and barcode scanning support
  • Product categories, groups, and manufacturer management
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Invoicing & Payments

Generate invoices directly from jobs. Accept payments via Stripe, Square, or Authorize.net. Track aging, automate reminders, and sync to QuickBooks.

  • Invoice directly from any confirmed job
  • Online payment links with cards on file
  • Aging reports and automated payment reminders
  • QuickBooks Online two-way sync
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Clients & CRM

Manage client relationships with contact records, credit tracking, tax certificates, and a built-in lead pipeline from first call to closed deal.

  • Client records with unlimited contacts
  • Lead pipeline with sources and status tracking
  • Tax certificate and credit limit management
  • Complete job history and revenue per client
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Operations & Logistics

Prep lists route pickers to the right bay. Loading manifests organize your trucks. Delivery tracking and return check-in close the loop.

  • Auto-generated pull lists sorted by warehouse bay
  • Truck loading manifests with vehicle management
  • Delivery and pickup scheduling with driver assignment
  • Return check-in with damage and shortage tracking
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Purchase Orders

Create POs for sub-rentals, purchases, and labor. Route approvals by dollar threshold, track vendor costs against job revenue.

  • Sub-rental, purchase, and labor PO types
  • Approval routing by dollar threshold
  • Vendor management with cost tracking
  • PO costs roll up to job profitability reports
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Employee Timeclock

Clock in/out with GPS validation, geofencing, and IP restrictions. Overtime rules, break tracking, PTO accruals, and payroll export.

  • GPS-validated clock in/out with geofencing
  • Configurable overtime and break rules
  • PTO requests, accruals, and approval workflows
  • Link time punches directly to rental jobs
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CAD Event Drawings

Design event layouts with a built-in CAD canvas. Place AV products from your library, plan truss runs, route cables, and calculate power loads.

  • Drag-and-drop CAD canvas tied to your inventory
  • Truss runs, cable routing, and rigging plans
  • Automatic power load calculations per circuit
  • Export drawings as PDF for client approval
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E-Signatures & API

Send quotes and contracts for electronic signature. Signed documents auto-convert to confirmed jobs. REST API for custom integrations.

  • Send documents for legally binding e-signature
  • Auto-confirm jobs when client signs
  • Customizable document templates with merge fields
  • REST API with key-based authentication for integrations
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Works With What You Already Use

Connect OpsReef to your accounting, payment, and calendar tools. No middleware required.

QuickBooks Online
Gmail & Google Calendar
Stripe · Square · Authorize.net
Barcode Scanners
REST API

Enterprise-Grade Security, Out of the Box

Your client data and financial information are protected with the same standards used by banks and payment processors.

PCI DSS Compliant
256-bit SSL Encryption
Multi-Factor Authentication
Complete Data Isolation
Role-Based Permissions

See It All in Action

14-day free trial. No credit card required. Full access to every feature from day one.