More in Whole Goods & Equipment is part of Whole Goods & Equipment in Windward System Five. System Five includes 30 documented capabilities here — 1 in the standard set and 29 optional. Trades that lean on it include RV Dealers, Powersports Sales Service & Rental, Outdoor Power Equipment.
These 30 capabilities sit within System Five's 1287-capability documented set — a selection, not a ceiling.
Know what your machines are worth now
Unit records gain a set of asset cost value fields driven by a configurable table of percentages applied to original cost by age from acquisition, feeding fixed asset depreciation reporting.
Add fitted extras to the machine's cost
Parts and services installed on a unit before sale — a satellite dish fitted to an RV, for example — are removed from stock at cost and added to that unit's landed cost, so the machine carries its true cost when sold.
Add your own labour to a unit's cost
Work done by your own technicians on a unit can be added to that unit's landed cost as an asset rather than expensed immediately, so the labour flows through cost of sales only when the unit is sold.
Add repair cost onto the machine's value
Service invoices let parts and labour from your own inventory be capitalised onto shop equipment such as forklifts and trucks, or onto units you sell or rent, moving the value to an asset or rental maintenance ledger account rather than expensing it. When the unit is sold the full landed cost including the capitalised value comes out.
Know what stage every job is at
An optional module tracks any item through a named series of stages from drop-off to pick-up, with user-defined process name, sub-types and stage counts, due dates and times calculated from lead time settings, barcode-driven quick scan, editing, reporting and its own label designer.
See at a glance where each machine stands
A user-defined status list is applied to units and appears in unit details, inventory stock levels, purchase order receiving when a serial number is added, and the Unit List report.
Keep a record of every machine you service
Units — the machines a customer owns — can be typed as vehicle, heavy equipment, appliance, hearth, trailer, office equipment, vessel, power tools or interior lift truck, each with its own icon. Unit details can be forced onto every work order, and meter readings carry configurable decimal precision for rental meters, recurring meter billing and vehicle mileage.
Know which machines a customer owns
Units — vehicles, RVs, heavy equipment, appliances, computers — are attached to the customer record, can be owned in inventory and sold, and can be transferred from one customer to another.
Set up new machines with the right defaults
Per-item default unit records, including preselected preventive maintenance schedules, prefill unit details every time stock is added, received or data loaded.
Know when financed stock has sold
Floor planning is short-term inventory financing that lets a retailer carry high-cost stock without paying for it up front, typically settling when the item sells. System Five tracks floor-planned units and reports on their activity so the business knows when financed merchandise has sold.
Charge the hours the tech actually worked
Labour lines record who did the work, how long it took and how much time is being charged, with a start-clock button or a scanned mechanic barcode, feeding technician productivity reporting.
Keep every repair against the machine
Serialized rental units are set up so periodic maintenance is captured on Service Invoices against the unit, keeping all service invoices for that machine together and feeding the rental cost side.
Know which machines are due for service
The unit report filters to units that require selected maintenance types, or those that do not, and reports the last maintenance date for up to 30 maintenance types. Maintenance types are tracked by their position in the setup list.
Track a job from work order to invoice
A licensed module that gives work orders their own invoice types, up to four, each with its own sub-types, so a job can be tracked from the production document through completion to the invoice the customer actually receives.
Build and serialise each unit we make
A single customer line is backed by individual production work orders, each automatically serialised and attached to a new unit, with a template estimate used to change all of them at once on multi-unit orders.
Bring new machines into stock
Units are purchased through a normal purchase order; the part is created as inventory type "Units", which automatically turns on serial numbers, and can be a generic part number holding many units or one part number per unit.
Book each machine in with its own details
Keying a quantity against a serialized item opens a serial entry window where each unit gets its own description and cost, and for Units the Unit No, Make, Model and Year are captured too.
Post shop work to the right place
Service invoice sub-types control where the value of parts consumed on a unit posts — Capitalization to Equipment, Pre-Delivery Inspection and Rental Maintenance — either back into the inventory ledger as landed cost or to a separate capitalisation ledger account.
Stop counting shop labour as cost twice
A dedicated labour category is set up with a technician wage offset account in place of the usual income and cost of sales accounts, so capitalised internal labour debits inventory and credits the offset account instead of being counted as an expense twice.
Bill tyres, cores and sublet work properly
Automotive service work supports tire size lookup, core charges, sublet labour billed from an outside shop, trade-ins and shop supply charges.
Find out what keeps failing in the field
A list of trouble codes categorises the service and labour performed on items the business has sold or installed, feeding reporting on what keeps failing. Codes can be retired without breaking history, and renaming a code offers to re-link every record using it.
Code why the repair was needed
Labour lines can be coded against the specific items previously sold or installed on the same job, with a quantity to service per item, so service activity is categorised and reportable.
Fix machine records that have gone wrong
Unit routines set or fix unit type, recalculate unit capitalisation, correct and clear tax on service invoices, update the unit owner and import units from QDS. A rental routine corrects reservation quantities.
Show machine details on the work order
Unit fields such as licence, model and serial number can be dragged onto invoice and work order forms in the forms designer, with separate forms for work orders and invoices, and nothing prints when no unit is attached.
Control who can change unit records
Unit edit security can be switched on to restrict, per user, which fields on a unit record may be changed, with users restricted by default once the feature is enabled.
List every machine and what it needs
The Unit List report lists units and, when preventative maintenance is enabled, gains a maintenance view used both to schedule reminders in bulk and to report on maintenance completed.
Take a sold machine back into stock
A serialised unit that has already been sold can be returned at point of sale, which puts that exact unit back into stock.
Take a machine in on trade
The counter can accept a unit as a trade-in, either by picking from the units that customer already owns or by taking in a unit the business never sold.
Reuse the same job setup every time
One of the production invoice sub-types is a template, used as the framework for generating repeated identical work orders.
Book the service before the customer calls
From the unit report, work orders are raised and service reminders created for the listed units, and those reminders then appear in the Service Reminders calendar.
Yes. An optional module tracks any item through a named series of stages from drop-off to pick-up, with user-defined process name, sub-types and stage counts, due dates and times calculated from lead time settings, barcode-driven quick scan, editing, reporting and its own label designer. This is optional in System Five.
Yes. Floor planning is short-term inventory financing that lets a retailer carry high-cost stock without paying for it up front, typically settling when the item sells. System Five tracks floor-planned units and reports on their activity so the business knows when financed merchandise has sold. This is optional in System Five.
Yes. The unit report filters to units that require selected maintenance types, or those that do not, and reports the last maintenance date for up to 30 maintenance types. Maintenance types are tracked by their position in the setup list. This is optional in System Five.
Yes. Automotive service work supports tire size lookup, core charges, sublet labour billed from an outside shop, trade-ins and shop supply charges. This is optional in System Five.
Yes. The counter can accept a unit as a trade-in, either by picking from the units that customer already owns or by taking in a unit the business never sold. This is optional in System Five.
Yes. Unit records gain a set of asset cost value fields driven by a configurable table of percentages applied to original cost by age from acquisition, feeding fixed asset depreciation reporting. This is optional in System Five.
Every capability on this page is documented in the System Five capability index. Last updated 2026-11-05.