Create and Complete an Exchange Job

Exchange jobs in ServiceCore allow you to complete a delivery and pickup within a single job. This helps you swap equipment while keeping scheduling, inventory, and billing aligned, reducing duplicate work and ensuring accurate tracking from start to finish.

In this article, we’ll walk through how to create an exchange job for a rental. For non-rental jobs, check out our Create a Job and Septic Jobs and Mobile Invoicing Overview articles.

As a best practice, create exchange jobs directly from the rental. This helps keep scheduling, billing, and reporting organized.

Before You Start

Here are a few things to know before you continue:

• You must have an existing rental before creating an exchange job. To learn how to create a rental, please review this article.
• An Exchange Job Type must be set up in your account.
• Exchange jobs include both a delivery and a pickup.
• To see if you have user permissions to create and complete exchange jobs, please review this article.

Create an Exchange Job

1. Click “Rentals” in the top menu.
2. Use the Search bar or Filter to locate the rental.

3. Click the “View Rental” icon to open the rental.

   • TIP: You can also click the Rental Number to open the rental.

   
   
    

4. On the rental overview page, scroll and find the Jobs section.

5. Click the “Create Job” button.

   
   
    

6. Select an Exchange Job Type.
7. Select a Date for the job.
   • If your delivery date is flexible, after selecting a date, you can click "Schedule Suggestion" to view your technicians' availability. To learn more, please review this article about getting schedule suggestions.

8. Assign a Technician, enter a Time Window, and add a job Duration (Optional)

   
   
    

9. Scroll to the Inventory to Exchange section that will be auto-filtered to Show On-Site Products Only.
10. In the Delivery column, enter the quantity of items for each product you want to deliver for the exchange job.

11. In the Pick-Up column, enter the quantity of items for each product you want to pick-up for the exchange job.

    
    
     

12. Click into “What services need to be done?”, search and select any services needed for the delivery job. These will appear to your technician for this exchange job. (Optional)
13. Enter Driver Notes, add or update the Disclaimer and Customer Signature, and check the box to Send Email to Customer as confirmation. (Optional)

14.  Click the “Save” button.

    
    

You can include additional products for delivery on the same exchange job. To do this, clear the auto-filter and add the products in the Delivery column.

This is helpful if the customer needs additional equipment or services during the exchange.
 

If new products are added to the rental, be sure to add rental rates for those products after creating the exchange job.

Complete an Exchange Job

1. Open the exchange job's details page. 
2. Click the "Actions" button.

3. Click “Complete Job” in the drop-down menu.

   
   
    

4. In the window that appears, select a Status for the job completion.

5. Confirm or edit the Job Completion Date and Time.

   
   
    

Inventory selection for what was  delivered and picked up works differently depending on if you are using itemized inventory or not.

Itemized Inventory

• Search and select (check the box) each item that was Delivered.
• Search and select each item that was Picked Up.

Non-Itemized Inventory

• Enter Quantity for Units Delivered.
• Enter Quantity for Units Picked Up.

After selecting your inventory, add any other relevant job details including Job Completion Notes, additional Services, and Attachments.

Once added, click “Mark as Done” to complete the exchange job.

 

If you have any questions, please reach out to our Support team through the chat widget on the bottom of this page or by sending an email to support@servicecore.com!