Rental Coordinators
Rental Quotes
When sales reps are talking to customers they often need to provide a rental quote. Rental quotes can be created directly from the CRM. Rental quotes can only be generated for customers, and will pulling the company rental rates automatically. The Latner rental quote module allows for:
Rental Quote - A unique rental quote number
Site Contacts - Site contact details and delivery address
Detail Lines - Detail lines against a quote for equipment, stock, transport, labour and admin charges
Statuses - Tracking statuses such as open, quoted, won and converted
Duplicating - A previous rental quote can be duplicated
Revising - Once a rental quote has been sent a revision to the rental quote can be created
Activities - CRM Activities can be created from within the rental quote
Documents - PDF & images can be uploaded
Lost Sales - Lost sale & cancel reasons can be assigned
Generating a PDF - A PDF with a rental quote template can be generated
Emailing - Emails can be sent directly to customers
Converting to a contract - Quotes can be converted into rental contracts
Below are some How To Guides on functionality within the Rental Quote module
Searching & Quick Filters in Rental Quotes
How to search for a rental quote
How to add details to a rental quote
How to view the detail lines on a rental quote
How to upload a document to a rental quote
How to duplicate a Rental Quote
How to convert a rental quote to a rental contract
How to link rental quote detail lines
How to update the start date & excepted off rent date on a rental quote
How to set the damage wavier percentage on a rental quote
How to set the environmental levy percentage on a rental quote
How to set the standard expiry date on a rental quote
Adding equipment to a rental quote
Adding damage charges to a rental quote
Adding fuel charges to a rental quote
Adding sanitation services to a rental quote
Adding stock to a rental quote
Adding admin charges to a rental quote
How to create or edit a new customer site address from a rental quote
Rental Contracts
There are some important exception reporting that rental coorindators need to closey manage. These are available in the Rental Daily Overview covering the below functionality:
Reservations - A list of reservations that can be filtered by date and C.O.D customers
Deliveries - A list of deliveries that can be filtered by date, unassigned and overdue
Customer Collections - A list of collections that can be filtered by date and overdue
Pick Ups - A list of pick ups that can be filtered by date, unassigned and overdue
Active - A list of active rental contracts
Off Hire Not Returned - Equipment that has been be off hired but not returned
Past Expected Off hire Date - Equipment that is pasted the expected off hire date
Overdue C.O.D - C.O.D customers that are overdue for payments againsts rental contracts
Returned Not Invoiced - Equipment that has been returned but not invoiced
Awaiting Completion - Active rental contracts that can be completed
Below are some How To Guides on functionality within the Rental Contracts module
Using the Rental Daily Dashboard Screen
Rental contract quick filters
How to search for a rental contract
Creating a rental contract
Adding details to a rental contract
Editing rental contract detail lines
Generate a rental contract PDF
Emailing a rental contract to a customer
Creating a transport docket
Putting a rental contract on hold billing
Creating a stand down
Creating an equipment swap
Changing equipment on hire
Creating an off hire
Creating a pick up
Creating a return
Generating a pro forma invoice
Invocing a rental contract
Cycle Billing
Duplicate a rental contract
Cancelling a rental contract
Completing a rental contract