Adding sanitation services to a rental quote

Adding an sanitation charge to a rental quote

1. When a rental quote is created the add quote details screen will automatically pop-up

2. When on an existing rental quote, navigate to the Options menu and click add quote details

3. Select the line type labour

4. Select the line Sub-Type

The line type sanitation refers to the ability to add an portable toilet related charge to a rental quote as a one time charge. This is commonly known as a scheduled pump out or clean. The sanitation items are configurable, learn how to configure these in How to configure sanitation services. As a sanitation charge is potential recurring charge, the user can select the frequency. Most businesses will either ask the customer how often they require a pump out, or will have standard frequency.

If the sanitation charge is linked to an equipment, the user can search for the equipment in the Linked To and this will group the equipment and sanitation charge together in the rental quote details.

Fields

• Line Type

• Sanitation Type

• Quantity

• Charge

• Sanitation Service Frequency

• Notes

• Linked To

Example Video