Yale/Chase Equipment and Services, Inc. saves with EquipSoft

Yale/Chase improved bottom line with ERP system at six locations for seven industrial divisions including material handling, construction and energy

EquipSoft software and services have been implemented at the six Southern California and Hawaii locations of Yale/Chase Equipment & Services, resulting in benefits across its rentals, parts, service, and sales operations. Based in City of Industry, CA, the leading distributor carries equipment including Yale, JCB, Princeton, Drexel, Bendi, Taylor-Dunn, Star, Capacity, Trackmobile and other lines. The company has divisions for materials handling, industrial carts, construction, energy, terminal tractors, railcars, and electrical repairs and services.

“We’ve seen return on investment from the Equipsoft system within the first two years,” says Roger Ketelsleger, President/CEO and owner, who founded the company, then known as Yale/Chase Materials Handling, Inc., in 1994.

Benefits realized with the EquipSoft system, which is powered by the Microsoft Dynamics platform (the world’s fastest growing ERP), include:

  • Rentals functionality: A sortable availability tree means “no lost revenue while trying to locate equipment,” says Ketelsleger, and the easy transfer of used equipment in and out of rentals has “become a revenue enhancer for us.”
  • Preventative Maintenance scheduled on unit utilization “has saved us a lot of money we used to spend over-servicing our equipment.”
  • Real time visibility into KPIs: Customized reporting within EquipSoft has given Ketelsleger “the business metrics to run my business – metrics I didn’t have before.”
  • Robust service dispatching program: User friendly and provides the data needed to set standards “such as getting productivity reports from our technicians.” The company employs 100 field service technicians.
  • Dynamic parts stocking of consignment and service vans; the EquipSoft system automatically sets up parts based on criteria entered, resulting in less labor and more accuracy.

“We selected EquipSoft because it offers more solutions out-of-the-box than other vendors; primarily in reporting and its capability to run multiple business units.”

-Roger Ketelsleger, President & CEO

Yale Chase 700 450