Onboarding Training Hubs
Rental Department
- How to Enter Rental Contracts from Your Legacy System
- What Are the Statuses of a Rental Contract
- What are each of the tabs in the rental daybook
- How to Create a Rental Contract
- How to Create New Customers From a Rental Contract
- How to Create New Customer Sites From a Rental Contract
- How to Add Equipment to a Rental Contract
- How to Add Sub Hire Equipment to a Rental Contract
- How to Edit the Details of a Rental Contract
- How to Add One-Time Sale Items to a Rental Contract
- How to Request an E-Signature
- How to Generate a PDF of the Rental Contract
- How to Email a Rental Contract
- How to Change Equipment From Reserved to On Rent
- How to Create an Internal Delivery Docket
- How to Create an External Delivery Docket
- How to Create a Customer Collection Docket
- How to Create a Site Move Delivery Docket
- How to Take Deposit / Pre Payment for a Rental Contract
- How to Charge Cash Customers in Advance Using Eway
- How to Edit a Charge That Invoices at the End of the Rental
- How to Process a Stand Down
- How to Create an Equipment Swap
- How to Change Equipment on Rent
- How to Process an Off Hire
- How to Cancel an Off Hire
- How to Process a Return
- How to Cancel a Return
- How to Create a Pro Forma Invoice
- How to Create a Progress Invoice
- How to Create a Return Invoice
- How to Create a Final Invoice
- How to Complete a Rental Contract
- How to Reopen a Completed Rental Contract
- How to Cancel a Rental Contract
- How to View the Audit Trail of a Rental Contract
Equipment Department
- How to Search for Equipment
- What are the Equipment Rental and Service Statuses
- How to Create an Equipment Category, Class, Make & Model
- How to Create a Checklist Template
- How to Assign an Inspection Checklist to a Class / Model
- How to Assign a Service Schedule Checklist to a Class / Model / Equipment
- How to Add Portal Documentation to the Equipment / Model
- How to Assign a Fuel Type to an Equipment Model
Service Department
- How to Create an Equipment Breakdown
- What Are the Statuses of a Work Order
- What Are the Tabs in the Work Order Daybook Screen
- How to Assign a Service Schedule to an Equipment
- How to Create Equipment Due For Service Work Orders
- How to Update the Next Service Due Date or Hours for Equipment
- How to Create New Work Order Reasons & Categories
- How to Add a Timesheet to a Work Order
- How to Add a Part to a Work Order
- How to Create a Picking List From the Work Order
- How to Add an Expense to a Work Order
- How to Set Up User as a Skilled Person
- How to Allocate a Single Work Order to a Mechanic
- How to Navigate the Service Allocation Screen
- How to Add Mechanics to the Service Allocation Screen
- How to Complete a Work Order on a Mobile Device
- How to Add Suppliers to the Service Allocation Screen
- How to Raise a Purchase Order From a Work Order
- How to Generate a Service History Report
- How to Create an Equipment Issue
- How to Generate a Work Order PDF and Email to a Customer
- How to Invoice a Work Order
- How to Reopen a Work Order
- How to Add a Checklist Template to a Work Order
Accounts Receivable Department
- How to Run End of Day Cycle Billing
- How to Run End of Month Cycle Billing
- How to Create a Customer Invoice
- How to Bulk Email Customer Invoices
- How to Create a Credit Note from Rental Contract
- How to Create Credit Note from Customer Invoice
- How to Bulk Follow Up Emailed Customer Invoices
- How to Take Payment for a Customer Invoice
- How to Drawdown Deposit for a Customer Invoice
Accounts Payable Department
- How to Create a Purchase Order
- How to Request Approval & Confirm a Purchase Order
- How to Receipt a Purchase Order
- How to Cancel Receipt for a Purchase Order
- How to Create a Supplier Invoice for a Purchase Order
- How to Create a Supplier Invoice for Multiple Purchase Orders
- How to Add Purchase Order Detail to an Existing Open Supplier Invoice
- How to Dispute a Supplier Invoice
- How to Approve and Complete Supplier Invoice