Add Jobs to a Rental

When you create a rental, the only type of job you are required to create is a delivery job. This gives you the flexibility to add service jobs, pick-up jobs and additional delivery jobs in the future if the rental changes. For example, maybe you have a customer that has a summertime rental and they will be adding more inventory in May, and then decreasing inventory in August and September.

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

Before You Start

Here are a few things to keep in mind before you begin this process:

Add Jobs to a Rental

To add jobs to a rental, follow these steps:

  1. Navigate to Rentals
  2. Use the sort by or filter by options to refine the list of rentals
  3. Or, click in the Search box
  4. Type in the full or partial rental number
  5. Hit enter or click the search icon (magnifying glass)
  6. Locate the rental that you are adding the new jobs to
  7. Click View Rental
  8. Scroll to the Jobs section
  9. Click Create Job
  10. Choose the correct rental job type (delivery, service or pick-up) from the Select Job Type dropdown
  11. Continue filling out the create new job form
  12. If you do not see the Inventory section on the create job form, please go to the top of the form and make sure to select a rental job type
  13. In the inventory section, select the quantity of inventory that you will be delivering, servicing or picking-up for this job
  14. If you will be prorating services for these inventory items, look at the Rental Rate column
  15. Click on the Choose Service dropdown
  16. Click the Rental Rate you want to apply to this inventory item
  17. You can tell if the rate can be prorated because the billing period interval will appear after the service name, for example "Every 28 days at 350.00"
  18. Repeat choosing a rental rate for each inventory item
  19. Finish filling out the rest of the job form
  20. Once you're finished, click Save
  21. You will then see the job details page
  22. To return to the rental click View Rental

Repeat the steps above to add additional jobs to this rental.

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