1. We're building the best in class construction rental software
Construction rental software today is either outdated ERPs, expensive legacy systems, or generic tools that don't fit the workflow. We're building something modern, premium, and priced below all the players. In 2026, we're leveling up our software to support construction operators, allowing us to move ARPA closer to $400 / month. Every improvement we make for construction also benefits our existing trailer customers. We'll ship a focused V1, learn from real operators, and iterate until we build the best in class solution.
2. We're doubling down on what's working—and adding a bigger opportunity on top of it.
Our trailer rental software is already strong, and we'll keep selling it all year. That revenue funds the company while we build. Starting mid-year, we'll begin selling to construction operators—a segment with larger fleets, more complex operations, and higher willingness to pay. Same great software, expanded to handle construction workflows. Higher ARPA, longer retention.
3. The marketplace is a learning lab with monetization attached, not the core bet this year.
We keep the marketplace because it gives us two things we can't get from SaaS alone: real demand signals and fast learning loops. We invest in marketplace work when it (1) accelerates the construction roadmap through learning or partner-driven volume, or (2) increases attach revenue without pulling engineering off construction. We'll monetize where it fits—protection/LDW, platform fees—but if a project doesn't improve ARPA, retention, or software conversion, it waits.
Before starting any work, ask:
Does this project do at least one of the following?
If no → don't build it this year.
The construction rental market is underserved by software. Operators today choose between:
None of these serve the mid-market construction rental company well: 10-100 units, delivery-driven, invoice billing, real operational complexity. These operators need dispatch, inspections, closeout, and billing that matches how they actually get paid. They'll pay $400+ for software that works. They'll stay because switching costs are real once workflows are embedded.
Our positioning: Booqable-level ease, professional-grade workflows.