Special Job Configurations

4 min read

Updated January 18, 2025

Special ConfigurationsIndefinite RentalsPriorityService Jobs

Learn about special job configurations for complex scenarios.

Indefinite Rentals

For equipment staying indefinitely:

In Step 2, toggle "Indefinite Rental"

No pickup date is scheduled

Add optional notes explaining the arrangement

Billing continues monthly until pickup requested

Indefinite Rental Characteristics

Status shows "On Rent - Indefinite"

Appears in indefinite rental reports

Pickup created when customer requests

Multi-Pickup Jobs

For phased equipment returns:

Create a delivery job

Toggle "Add Partial Pickups"

Add pickup dates for each phase

Assign different items to each pickup

Example: Event with 3-day breakdown

Day 1: Pick up stage equipment

Day 2: Pick up tables and chairs

Day 3: Pick up remaining items

Priority Jobs

Mark jobs as high priority:

Toggle the priority star icon

Job receives visual highlighting

Appears at top of driver lists

Priority badge shows throughout system

Night Billing

For overnight rentals:

Toggle "Charge by Nights"

System bills N-1 nights instead of N days

Example: 3-day rental bills for 2 nights

Service-Only Jobs

For service work without equipment:

Select "Service" as job type

Skip products selection

Add services in Step 6

Configure frequency and pricing

Survey/Estimate Jobs

For on-site assessments:

Select "Survey/Estimate" as job type

Schedule the survey date/time

Skip products and services (optional)

Add notes for what to assess

Often leads to quote creation

Customer Experience

Field Operations

Business Management

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Support & Training

Special Job Configurations

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Special Job Configurations

Indefinite Rentals

Multi-Pickup Jobs

Priority Jobs

Night Billing

Service-Only Jobs

Survey/Estimate Jobs

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Indefinite Rentals

Multi-Pickup Jobs

Priority Jobs

Night Billing

Service-Only Jobs

Survey/Estimate Jobs

Was this article helpful?

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