The counter books and hands over, the manager takes it back and closes it
Who is involved
| Role | What they do |
|---|---|
| Rental agent | Books the hire, confirms it and hands the item over. |
| Rental manager | Takes the item back, records damage, settles the deposit and closes the booking. |
Step by step
- Rental agent
Opens New booking, picks the customer, the item and the dates, and presses Confirm.
What they see:A booking number such as RNT-00012 and the status Confirmed.
- Rental manager
Opens Bookings from their own account.
What they see:The new booking is in the list with the same number, status and total.
- Rental agent
Records the pick-up: chooses the unit, answers the checklist and hands over.
What they see:The booking reads Out with the customer, with the due-back time.
- Rental manager
Records the return, types the damage and its charge, and saves.
What they see:The booking is Returned and the damage is a charge on it.
- Rental manager
Settles any deposit and closes the booking.
What they see:The booking is Closed once the deposit is settled and every charge has gone to Accounting.
- Rental agent
Opens the same booking.
What they see:It reads Closed, with the damage charge the manager typed.
Who is told what
Staff who hand items over get in-app reminders for pick-up due and due back today; quiet notices for confirmed, picked up, returned and closed can be switched on in the notification settings.