Create an Exchange Job

Exchange jobs can be used when you need to swap or switch inventory at a job site for a rental. 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. Exchange jobs will streamline your rental workflows and cut job creation time in half.

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:

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
    Screen_Shot_2021-07-15_at_4.21.31_PM.png
  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
    Screen_Shot_2021-07-15_at_4.23.41_PM.png
  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
    Screen_Shot_2021-08-02_at_8.07.50_AM.png
  14. Click Close
  15. In the Delivery column, enter the quantity of items for each product you want to deliver for the exchange job
    Screen_Shot_2021-07-15_at_4.31.13_PM.png
  16. In the Pick-up column, enter the quantity of items for each product you want to pick-up for the exchange job
    Screen_Shot_2021-07-15_at_4.32.03_PM.png
  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
    Screen_Shot_2021-07-15_at_4.48.26_PM.png
  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
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