Differences

This shows you the differences between two versions of the page.

--- rental [2023/07/10 15:07] – tim
+++ rental [2023/07/10 15:49] (current) – external edit 127.0.0.1
@@ Line 21: / Line 21: @@
 We need to create a site to store our Off-Hire rental Equipment at. This could be the same physical site as your office or warehouse, but in Call2Field it should be it's own site.
-To do this
+Setting this up is the same as setting up stock sites. Hover over the Customer Module, and click the plus icon next to site.
+{{ ::rental_site_create.png?nolink&800 |}}
+Make sure that you set it as a warehouse, and the customer is linked to your own internal customer. This will allow you to assign equipment as needed.
+==== Assigning rental Equipment ====
+Next we can create our hire fleet. From your Rental site, Click on the Equipment tab, then click New Equipment. This will allow us to add the new rental equipment to the site. When you add the equipment, in the serial number field, we recommend formatting it as "RENTAL - FleetNumber". This will ensure that you don't lose track of which piece of equipment is which on a site.
+{{ ::rental_new_equipment.png?nolink&800 |}}
+You should also set parts and labour to Not Billable, in case the equipment needs repairs while it is out on hire. This does depend on your business processes as you might still apply a callout charge to rental equipment.