Completing Quote Details and Required Fields
Purpose
This article explains the required information needed before submitting a rental quote.
Confirm Customer
Verify the correct customer is displayed.
Jobsite (Required)
Every quote requires a jobsite.
Users may:
- Select an existing jobsite
- Create a new jobsite
Creating a New Jobsite
- Select Search Address.
- Verify the address.
- Select Add Job.
Address verification captures geolocation information used by Coordinators.
Ordered By
Enter the contact placing the order.
Users may select contacts directly from their mobile device.
Rental Start Date
Enter the scheduled rental start date.
Recipients
Select recipients who should receive the quote.
Examples:
- Customer
- Rental Coordinator
Additional Fields
Optional fields include:
- Purchase Order Number
- Delivery Information
- Pickup Information
- Internal Notes
Best Practice
Use Internal Notes for:
- Access restrictions
- Delivery instructions
- Special customer requests
- Equipment requirements