Worksheet

Rental workflow checklist

Seven stages run across the top of one page: quote, reservation, dispatch, on hire, return, inspection and invoice, in the order a unit travels. Under each stage sit the fields to capture, such as hour meter, fuel level, photos, signatures and deposit, plus a column for the person responsible.

Name: ______________________   Business: ______________________   Date: ______________

Scroll the table sideways to see every column.

Cross out or rewrite any heading that does not fit your business. From the guide “Equipment Rental Software: Features, Workflow and Buying Guide”, www.gullysystem.com/blog/equipment-rental-software-features-workflow-and-buying-guide