AI for equipment hire
Stop re-keying what the email already said.
Where hire enquiries, purchase orders, or off-hire requests arrive by email or PDF and someone has to type them into Salesforce — there may be a case for automating that step. We'll assess whether it's worth doing in your business, and tell you honestly if it isn't yet.
Enquiry arrives by email or PDF. It sits in someone's inbox until they get to it — then they type the details into Salesforce by hand.
Record created in Salesforce automatically. Customer, kit, dates, depot — extracted and structured. Your team reviews and acts. No re-keying.
Where this applies in hire
Three places paperwork slows the hire desk down.
These aren't theoretical. They're the moments where a person is acting as a bridge between a document and Salesforce — and that bridge is slower and less reliable than it needs to be.
Inbound hire enquiries
Email arrives. Someone reads it, decides it's a real enquiry, opens Salesforce, creates a lead, types in the customer name, the kit requested, the dates, the site address.
The agent reads the email, extracts the details, creates the record. The hire desk opens Salesforce and the enquiry is already there — ready to quote.
Purchase orders from customers
PDF purchase order arrives. Someone checks it against the quote, re-keys the order into Salesforce, checks the numbers match. If they don't, it goes back and forth.
The agent extracts the PO, matches it to the open quote, flags any discrepancies for a human to check. The routine ones go straight through.
Off-hire requests
Customer emails to say the kit's ready for collection. That email sits in the inbox until someone logs it in Salesforce, updates the hire record, and arranges collection.
The agent reads the off-hire request, updates the hire record, and triggers the collection workflow — without the hire desk needing to act as the manual handoff.
Is this right for your business?
This isn't always the right next step. Here's how to tell.
We built this for hire businesses running a reasonable volume of inbound enquiries or orders through Salesforce already. If the foundations aren't in place yet, automating on top of them makes things faster and messier — not faster and better.
The assessment exists to tell you honestly which side of that line you're on.
Good fit
You're already using Salesforce for quoting and the hire cycle. Your team handles a consistent volume of inbound emails or PDFs that need logging. The re-keying step is a known friction point.
Not yet
Your Salesforce setup is new or partially adopted. Your enquiry process isn't consistent yet — different people handle it differently. In that case, we'll say so and suggest what to fix first.
Worth a conversation
You're not sure. That's fine — the assessment is designed for exactly that. Half the value is in understanding what you'd need to have in place before this would pay off.
The readiness assessment
A structured conversation about how your inbound hire workflow actually operates — enquiries, orders, off-hire. We map where the manual steps are, whether the volume justifies automation, and what the Salesforce foundations would need to look like.
At the end you'll have a clear picture of whether this is worth pursuing now, worth pursuing in six months, or not the right fit at all. If it's the latter we'll tell you that plainly — and suggest what to focus on instead.
Takes around 45 minutes. No obligation. No pitch deck.
Request your readiness assessment → See the equipment hire overview firstWhat we cover
Four things we work through together.
How many documents land, and how often
Automation pays off at a certain volume threshold. Below it, the overhead of maintaining the agent outweighs the time saved. We'll give you an honest read on whether yours crosses that line.
How structured your inbound documents are
A purchase order from a regular customer looks the same every time. An ad-hoc enquiry email might not. The more consistent the input, the more reliable the automation — we look at both.
Whether your Salesforce setup is ready
The agent writes into Salesforce — so Salesforce needs clean, consistent fields and a process people are actually following. If it isn't there yet, this is where we say so.
What still needs a human in the loop
Not every step should be automated. A non-standard enquiry, a pricing exception, a customer query that needs reading properly — these need a person. We map what those moments are and build around them.
“Failure is often caused by trying to force software onto poor processes. Start with understanding how the business should work, then build technology around that vision.
Jake Revell — Sales & Marketing Director, Celsius Hire
We've built document automation for a UK distributor processing 30+ purchase orders a day. The same pattern — extract, match, create record, flag exceptions — applies directly to inbound hire enquiries and off-hire requests.
Not sure if your business is ready for this?
That's exactly what the assessment is for. We'll tell you whether it makes sense now, in six months, or not at all — and give you something useful either way.
“Failure is often caused by trying to force software onto poor processes. Start with understanding how the business should work, then build technology around that vision.
Jake Revell — Sales & Marketing Director, Celsius Hire
We've built document automation for a UK distributor processing 30+ purchase orders a day. The same pattern — extract, match, create record, flag exceptions — applies directly to inbound hire enquiries and off-hire requests.