Rental Requests + Status and Assigned To

A Rental Request enables the technician to inform the [back-office] rental department that a customer wishes to rent one or more pieces of equipment. This serves as a notification for the rental department, which will then follow their existing rental procedures. All Rental Requests can be found in HQ in Service/Rental Requests.

Technicians can submit a rental request via the Service app and Back-Office can create a rental request within HQ.

From HQ

In HQ>Service>Rental Requests: Click the '+' sign at the top, right corner, and then fill out the required information and click [Save]. Once the request is created, attachments, assigned to, status, and notes can be added.

Similar to other request types in HQ, Rental Requests include 'Assigned To' and 'Status' fields, as well as the ability to communicate between the Back-Office and Technicians via the [Add Comment] feature. The Notes section is visible only to the Back-Office, allowing them to track actions taken, calls made, and other relevant details. This ensures all Back-Office staff have visibility into the progress of the request.

From the Service App

Home Screen

A Rental Request can be made from the Home screen, in the Requests card by pressing the '+' sign and then press [RENTAL REQUEST].

Work Order Details

Or, while in the work order details press the three dots at the top, right corner then press 'Rental Request'.

Fill out the required information, add pictures (if applicable), and press [Submit].

Changing/Updating the Assigned To & Status of a Rental Request

To update the status of a request or change the assigned to, there are a couple ways to do this: from the main request screen, within the details of a request OR by Mass Update

1. Main Request Screen: Within the Rental Request Main Screen, with columns Assigned To & Status enabled, hover over the Assigned To or Status and update by clicking on either/or to change the Assigned To or update the Status of a request.

2. Within the Request Details: click the ID Number or click the three vertical dots and select Details.

Next, click the pencil icon next to Status and/or Assigned To, select the respective status/name and then click [Save].

Mass Update Status and Assigned User

To update the status and/or the assigned user on multiple requests at once, follow the steps below:

1. In HQ, within Service>Rental Request, click the box icon in the top right corner

2. The Rental Requests displayed will then have a box to the left of each request. Simply select all the requests you'd like to update the status and/or assigned to by clicking on the corresponding box for each request and then select Update Status and/or Change Assigned To.

3. When selecting Update Status, choose from the list of options within the dropdown menu and click Save. When selecting Change Assigned To, you can either assign to yourself by selecting Assign to Me and clicking Save or select a User within the dropdown menu and click Save or Unassign.

TIP: If ALL requests listed are to be updated, click on the box at the very top of the request list. This will select ALL requests displayed. Click Update Status and/or Change Assigned To and repeat the above steps, click Save.