Event site plans for portable toilet rentals
Send a plan, not a price list.
Pin every restroom bank, handwash station, and trailer on the prospect's venue before they're even a customer, and send a quote that opens on the site plan.
One map, from the first call to the yes.
The same satellite view, four times.
Blueprint the lead
Open the lead and drop pins on the venue before there's a customer record. Each pin carries a service frequency and access instructions, so the note about the low oak limb at the barn corner is on the plan from day one.Every pin has a type
Restroom cluster, handwash station, holding tank, VIP trailer, access point, or hazard. The crew can tell the service gate from the guest entrance before they get there.Place the units on the quote
Pull the venue's pins into a quote as priced lines, or place units on a recurring quote's Site Plan step. The tallies read 12 of 12 placed, so the plan and the price never disagree. Placing more than you quoted gets flagged.They open a plan
The quote puts the satellite plan beside the total, every placement numbered with its units. On a recurring quote the customer can drag a pin before accepting. They can change where a unit goes, never what was quoted.
The plan they approved
is the plan your crew gets.
Pins on a lead carry over when it converts. Activating an accepted quote turns every proposed placement into a real pin, where the customer left it, with its notes and access instructions. Nothing goes live before they say yes.How drivers keep the pins true
A weekend event or a standing contract.
The site plan travels with both, a little differently.
- Event and one-time quotes
- Pull the venue's pins into the quote as priced lines. The plan shows on the accept page as a satellite picture the customer reads but doesn't drag. By default, accepting takes them to pay, and paying books the delivery and the pickup.
- Recurring quotes
- Place units on the Site Plan step against what you quoted. The customer can drag a pin before accepting, and Activate Service, on the start date you confirm, turns each placement into a real pin with rate card rows and a delivery job. The plan prints on the quote PDF too, for the committee that still wants paper.
- A site you already serve
- Units already on the site show in gray, so a quote for four more goes on the real site, not a blank map. Activation only adds.
Questions operators ask
Does accepting the quote start billing?
Not on a recurring quote, unless you turn on automatic activation. Acceptance records the signature and the final pin positions and tells the office. Billing starts from the real start date you confirm when you activate, and activation never creates an invoice.
Can the customer change what's on the plan?
No. On a recurring quote they can drag a pin to say where a unit goes. They can't add or remove pins or change the counts.
Do pins on a quote hold units for the date?
No. A quote's pins are a proposal, kept apart from the live map, so they hold no units and a declined quote leaves nothing behind. On an event quote, the units are reserved for the rental window when the customer pays.
Which plan is it on?
Every plan, Starter included. Pins on leads, the quote's site plan, and the plan on the accept page come with Leads and Deals and with Quotes.
