Rental Workflow Definitions
Call Log
Records an initial customer rental request or conversation.
Quote
Proposed rental details created by a Sales or Rental Representative.
Triggers coordinator notification.
Reservation
Creates an editable rental opportunity and reserves equipment expectations.
Reservations can generally be created up to five days before rental start.
Rental Agreement
The official contract authorizing equipment release and rental commencement.
Pre-Shipper
Captures:
- Equipment readiness
- Photos
- Pre-release documentation
Check-Out Inspection
Verification of equipment condition before release.
Shipper
Indicates the equipment is approved for pickup or delivery.
Advance Receiver
Stops billing after call-off, even if equipment has not physically returned.
Receiver
Indicates equipment has physically returned to the yard.
Check-In Inspection
Captures:
- Return condition
- Inspection details
- Equipment photos