Online storefront & portal
Your shop, on their screen.
Let customers explore your equipment, choose what they need and bring a clear request to your team. Give them a place to find their records and ask about the job afterwards.
The customer selects the Kubota KX040-5 four-ton product, not an assigned inventory unit. Its image and name move together into a rental-selection excerpt for Montréal, October 26 at 08:00 to October 28 at 08:00, 2026. No rate, availability, cart creation, booking or payment is shown.
- Select the model
The genuine product image identifies the chosen excavator.
- Open the product selection
The same image well and model move together.
- Keep branch and dates with it
This is a requested period, not proof of a confirmed booking.
01Your equipment website
Help them choose the right equipment.
Start with a useful product page: photos, equipment details and the rental or sale offer. For a rental, the customer chooses the branch and dates to review the relevant options.
A closer look
Find the product
Browse or search the catalogue, then open the equipment page. The customer sees the product and its useful information before calling the counter.
Build the rental selection
Choose the branch, start time, rental period and applicable equipment option before adding it to the cart. The cart keeps the selected equipment and dates. Sale items use their purchase quantity rather than a rental period.
A Search query for Excavator focuses the Kubota KX040-5 product. The same product card opens its detail context. Montréal and October 26–28, 2026 at 08:00 are then shown as rental inputs. The scene stops before selecting a commercial offer and adding to cart; no stock or price is invented and EX-04 is not a public catalogue field.
- Search the catalogue
The query and result describe the same kind of equipment.
- Open the matching product
The real product well stays intact as the card becomes the focus.
- Review the requested period
Dates and branch are inputs; the commercial selection remains a separate next step.
02From the cart to your team
Send a quote they can keep.
A customer can request their cart as an emailed quote, with a note for your team. The equipment and dates stay with the request, so the counter has a clear starting point.
A closer look
Request the quote
Review the cart, provide the required contact details and send the quote request to the chosen email recipients. A separate quote is emailed to the recipients, with the selected items and any customer note. The online cart stays open.
Continue the conversation
Open the quote request in Heyquip, review the equipment and dates and answer the customer’s question. The team can continue towards the appropriate confirmation. Requesting a quote does not hold equipment or take payment.
Ready to book? Online checkout follows your configured card, confirmation or permitted customer-account path. Pickup and delivery choices depend on the order and branch.
This excerpt starts from a prepared cart for the same model and October 26–28, 2026 period, with commercial values outside the crop. Email me the quote opens prepared fictional contact details: John Doe, john.doe@example.com and +1 514 555 0142, plus a delivery question. Get quote produces an illustrative emailed Draft quote with its PDF and note for the shop. It does not reserve inventory, sign, charge or close the source cart; no real email is sent.
- Start with a prepared cart
Offer selection happened outside this excerpt; the dates alone did not create it.
- Review the quote-request details
The fictional email, phone and optional delivery question are prepared.
- Send the quote request
The result is an emailed quote, not an invoice or receipt.
- Leave the question with the shop
The counter can continue the request; the question has not been automatically answered.
03Signed-in customer pricing
Their account. Their applicable prices.
Assigned price lists and discounts can shape the catalogue prices shown to signed-in customers. Regular customers can start with their pricing context instead of a generic public offer.
A closer look
Use the customer’s account
Sign in with the account linked to the customer’s pricing rules. The catalogue can use the applicable assigned prices and discounts.
Review the selected offer
Review the product, requested dates and actual offer before confirming the transaction. The discussion stays grounded in the selected work and the business’s configured pricing.
The displayed price depends on the product, branch and pricing configuration. A catalogue price alone is not a confirmed booking.
John Doe is already signed in. Selecting the KX040-5 product foregrounds its catalogue context while the account remains visible. The illustration explains supported customer catalogue pricing without an amount, discount badge or fictional price-list name. It does not animate sign-in changing a selected-date rental price or guarantee identical personalized values on every surface.
- Recognize the signed-in customer
Authentication happened before this catalogue excerpt.
- Open the product context
The account stays attached to the catalogue view, not a new pricing toggle.
- Review the applicable catalogue offer
No invented rate or discount is displayed.
04The customer portal
Keep the job within reach.
Customers can find their rentals, orders and invoices in their account. When a question comes up about a rental, the conversation can stay with that equipment record.
A closer look
Open the existing record
Select the permitted account context and find the relevant rental, order or invoice. The customer starts from the work already recorded, with its equipment and details.
Ask about that rental
Open the rental’s conversation and send the question there. The team can respond with the equipment and rental context instead of reconstructing the job from a separate message.
Later, after a separate confirmed rental and physical handoff, John Doe opens the active KX040-5 rental, now identified as EX-04. Its rental-linked Messaging context opens with an illustrative unsent question about pickup. No reply, driver notification, extension, off-rent approval, invoice change or return state is generated by the message draft.
- Later, during an active rental
Quote submission did not create this active state.
- Open the rental
The same product now has a specific assigned unit, EX-04.
- Draft a rental-linked question
The machine and the unsent pickup question remain together.
05Structured rental return requests
Tell the shop when the job is done.
From an eligible active rental, the customer can request its return. The request records the chosen rental end and return-ready state. Your team still arranges the pickup or handoff.
A closer look
Send the return request
Open the rental’s return controls, choose the applicable end time and submit the request. Bulk rentals can offer a partial quantity. The structured request updates the rental end and Ready for return state. A plain message does not do the same thing.
Complete the physical handoff
Review the request, arrange collection or customer return and record the equipment’s actual arrival. The team can inspect the returned equipment and continue billing. A return request is not a completed pickup or inspection.
This later active EX-04 rental is reviewed October 28, 2026 at 07:30. Request Return opens the structured panel. Another date is selected for October 28 at 08:00, a future time in this example. Confirming Request return updates the end and Ready for return state. The machine remains with the customer; physical pickup, return inspection and billing remain separate. No real request is submitted.
- Start from an eligible active rental
The example review is October 28 at 07:30, before the requested end.
- Open the structured return panel
This action is different from typing a message.
- Choose the future end time
Another date is October 28 at 08:00.
- Confirm Ready for return
The requested end and ready state update; the machine does not move.
- Leave the physical handoff next
The shop still arranges pickup or customer return.
Your customers’ questions
A website that helps the customer.
Can the website show both rental and sale items?
Yes, for products configured for those offers. Rentals use the relevant dates and equipment selection. Sale items use a purchase quantity. A product does not automatically have both offers just because both are supported.
Does requesting an online quote reserve the equipment?
No. The quote request creates an emailed snapshot of the cart without holding the inventory. The customer and shop still follow the appropriate booking, acceptance and payment steps.
Can a customer book and pay online?
The configured checkout can offer card payment, a confirmation path or a permitted customer-account path. The available choices depend on the business and account. Choosing account terms is not proof that a card was charged.
Can regular customers see their assigned catalogue prices?
Yes. Assigned price lists and discounts can affect the catalogue prices shown after sign-in. The actual selected offer still depends on the product, dates and configuration.
Can customers find invoices and messages in the portal?
Customers can view their permitted invoice records and use conversations linked to their rentals. The dedicated online invoice-payment page is a separate configured path, not a Pay button on every portal invoice.
Is requesting a return the same as returning the machine?
No. The structured request records the relevant rental end and Ready for return state. The shop still arranges the physical handoff, receives the equipment and performs its inspection. Simply sending a message does not trigger that structured request.
Your business online
Follow a customer through your website.
Start with an equipment search, build the request and see how your counter continues it. Then follow the customer’s records through the job.
Talk about your team