Exchange jobs can be used when you need to swap or switch inventory at a job site.

For example, when you are dropping off an empty roll off, and picking up the full one, you'd use the exchange job type. Or if you need to switch out a damaged toilet for a new one, you could use an exchange job.

Exchange jobs wrap a delivery and pick-up of inventory into one step. Less jobs, less clicks, less to manage when dispatching.

In this article you'll learn how to create exchange jobs.

Before You Start

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

• You must have Manager, Admin or Owner level permission to create exchange jobs
• All user permissions will be able to see exchanges jobs on their schedule on the web app and the mobile app once the job is created
• You must add at least one "Exchange" job type in Settings > Custom Fields > Job Types before you create any exchange jobs (we'll cover how to do this below: How to Add an Exchange Job Type in Settings)
• Exchange jobs require at minimum
  • One inventory item to be delivered on the job
  • One inventory item to be picked up on the job
• If you want to only deliver items for a rental, create a delivery job instead
• If you want to only pick-up items for a rental, create a pick-up job instead

How to Add an Exchange Job Type in Settings

Before you can create your first exchange job, you must first add a new job type via settings. To do so, follow these steps:

1. Navigate to Settings
2. Click the Custom Fields tab
3. Click Add Job Type
4. Enter a Job Type Name
5. Leave the Yes option checked for "Does this job use inventory?"
6. Select Exchange in the "How is this inventory used?" section
   
7. Enter a Unit of Measure (optional)
8. Enter a base service time Duration if you want to include this duration for each exchange job (optional)
   1. For example if each exchange job type takes 5 minutes to get the truck in the correct position at the job site, you would enter a 5 into the "Minutes" field
9. Click Add Job Type

How to Create an Exchange Job

To create an exchange job, follow these steps:

1. Navigate to the Rentals List (shows all rentals) or the Rentals Map (shows only in progress rentals)
2. Using the search box, filters, and sorting options, locate the rental that needs the exchange job created
3. Click View (Rental)
4. Go to the Jobs section and click Create Job
   
   
5. The Create Job form will appear
6. Scroll to the Schedule section
7. Click Job Type
8. Select your Exchange Job Type from the list of job types that appear
9. Fill out the scheduling information for this job (technician, date, time window, etc.)
10. Scroll down to the Inventory to Exchange section
11. On-site products show by default in the list
12. To view other products in your inventory, click Filter by
13. Uncheck the box next to "Show On-Site Products Only" if you want to see other inventory products
    
14. Click Close
15. In the Delivery column, enter the quantity of items for each product you want to deliver for the exchange job
    
16. In the Pick-up column, enter the quantity of items for each product you want to pick-up for the exchange job
    
17. Finish filling out the rest of the form
18. Once you're done, click Save
19. The exchange jobs details page will appear

Add Rental Rates

If you will be delivering a new type of product during this exchange job, and you use rental rates, don't forget to add rental rates at this time! Follow these steps to add rental rates:

1. On the job details page, click the View Rental link to return to the rental details page
   
2. Add Rental Rates

Next Steps

Once you've created an exchange job, here are the next steps you might take:

1. Add Rental Rates
2. Manage Inventory During Exchange Jobs Using the Mobile App