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

For Your Customers

For Your Technicians

For Your Business

Special Job Configurations

For Your Customers

For Your Technicians

For Your Business

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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