If your business rents out inventory products, ServiceCore lets you create rentals to manage the jobs you do and keep track of the products you rent.

Creating a rental is a simple process that only requires a Delivery job to get started. For event rentals, you may also want to add pick-up jobs.  For more long term rentals, such as construction projects, you can also add service jobs (one-time or repeat jobs).

In this article, you'll learn how to create a rental.

Before You Start

Here are a few things to keep in mind before you create a rental:

1. You must have Manager, Admin or Owner level permission to create a rental
2. Rentals can only have jobs for one site
3. Inventory products are required to create a rental
4. Delivery jobs are the only required job to create a rental

Prerequisites

To make it easier to create a rental, we recommend having the following items already created and setup in your ServiceCore account before creating a rental.

1. Create the customer that will be renting your inventory
2. Add the job site where the rental inventory will be delivered, serviced, and pick-up from
3. Add inventory (itemized or non-itemized) that you will manage for this rental
4. If you will be renting itemized inventory, associate barcodes or QR codes to inventory items
5. Add services
6. Assign services to your inventory products to appear as rental rates
7. View availability to make sure you have units available for the rental time period

Create a Rental

Show Me How

For step-by-step, in-app help adding a customer, follow these steps:

1. Login to your ServiceCore account
2. Then, click on this link: Create Rental

Tell Me How

To create a rental, follow these steps:

1. Click the Plus icon in the header
2. Click Create Rental from the list of options that appear
3. Click into the Customer search box and enter full or partial customer name to search for the customer
4. Select the customer from the list that appears
   
5. Click into the Site search box to view a list of sites associated to this customer
6. Select the site from the list of options that appear
   
7. In the Schedule section, select a Delivery job type
   
8. Select the Date for the delivery
9. Select a Technician (optional - jobs without a technician selected will appear under unassigned on the schedule)
10. Enter in a Time Window (optional - this is the expected time window for the technician to arrive)
11. Add Job Duration (optional - learn about job durations here)
12. Enter in Driver Notes (optional)
13. To add services for this delivery job, click on Add additional charges (optional)
    
    These services will appear for your technician in the mobile app for this delivery job
14. Click into the What services need to be done search box to search for services
15. Once you see the appropriate services, select it from the list of options that appear
    
16. To add a service job, or multiple service jobs, click Create Service Job
    
    
17. Choose a Service job type for each service job
18. Enter the Date for the service job
19. If this will be a repeat service job, select Repeat Job
    
    
20. In the lightbox that appears, fill out the Every field with how often you want this job to repeat
    
21. Set a start date in the From field (it will default to the same date as your delivery job)
22. If you know when the service jobs should end, fill in the Until date (optional)
23. Select which days of the week this job should Repeat on
    
24. If these jobs will be part of a route, click the Recommend route link and choose a route
    
25. Once you're finished, click Confirm in the lightbox
26. If you chose a route, the Technician will be automatically filled out
27. If you didn't choose a route, and this is a repeat job, select a Technician for this service job
28. To add additional service jobs, click Add Service Job again
29. If you want to schedule a pick-up job, click on Create Pick-Up 
    
    
30. Pick-up job date, technician, time, notes, and additional services are all optional
31. Move on to the the Inventory section
32. Narrow your list of products by using the Filter by option
    
33. You can also use the Search box to narrow your list of products
    
34. For a visual display of upcoming inventory, click the View Availability button
    
35. Once you see the inventory product you want to associate with this rental, enter the number of units you want to rent in the Available column for each product (products that are not available will display with a 0)
    
36. As you select products, the will display below the inventory table
    
37. If you select a product by mistake, click the trash can icon to remove the product
38. Once you're finished filling out the form, click Save

Next Steps

Once you've created a rental, you may want to:

1. Add Rental Rates
2. Add Jobs to a Rental
3. Create a Rental with Recurring Billing
4. End a Rental
5. Or read more FAQs about rentals