Add Jobs to a Rental

With Rentals, ServiceCore lets you manage products and track all of the work you do on a customer's site.

When your customer calls in requesting additional products, extra services, or to schedule a pick-up, you can accomplish this in ServiceCore by adding jobs to an existing rental.

For example, if your customer called in requesting two additional units for their site, you don't need to create a new rental. Instead, you'll just create a delivery job for the existing rental you have to add in the units that way.

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 Rentalsmceclip0.png
  2. Use the sort by or filter by options to refine the list of rentalsmceclip1.png
  3. Or, click in the Search box
  4. Type in your customer's name, site address, or 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 Jobmceclip2.png
  10. Choose the correct rental job type (delivery, service, exchange, or pick-up) from the Select Job Type dropdownmceclip3.png
  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 (Note: Service type jobs won't display an inventory section)
  13. In the inventory section, select the quantity of inventory that you will be delivering, exchanging or picking-up for this job
  14. Add any Additional Services and Driver Notes (optional) mceclip5.png
  15. Add Disclaimer and Send Confirmation Email (optional)mceclip6.png
  16. Once you're finished, click Save
  17. You will then see the job details page
  18. To return to the rental click View Rental

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

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