Creating a Call-Off Request in IR Deal
Purpose
A Call-Off request initiates the stop-rent process for equipment currently on rent.
Submitting a Call-Off does not immediately stop billing.
Rental Coordinators complete the remaining workflow.
Access Customer Account
- Open the Hamburger Menu (☰).
- Select Customer.
- Search for the customer.
- Open the customer account.
Access Active Agreements
- Select the Person icon.
- Open Call-Offs.
- Locate the active agreement.
Complete Required Information
Enter:
- Person requesting call-off
- Phone number
- Notes (recommended)
Select Equipment
Full Call-Off
Select:
Select All
Partial Call-Off
Select only the equipment being removed from rent.
Submit Request
Select the Green Confirmation Button.
The request is routed to Rental Coordinators.
Confirmation Number
A confirmation number is generated and may be shared with the customer.