lifecycle
- drafteddraftedBeing built — add dates and gear, then send the quote.How you get here: Where a reservation begins (early inquiries are leads, not reservations).Next: Send the quote (email / WhatsApp / SMS) to move it to quoted.
- quotedquotedThe quote has been sent to the client.How you get here: Reached when staff send the quote from a drafted reservation.Next: Waits for the client to accept in the portal.
- acceptedacceptedThe client accepted the quote.How you get here: The client clicked Accept in the portal (sends a calendar invite).Next: Confirms automatically once the deposit clears.
- confirmedconfirmedDates locked, deposit met. Gear going out and coming back is tracked by scans, not extra stages.How you get here: Automatic once the deposit threshold is reached.Next: Returns once all gear is scanned in (or damaged/lost) and the return inspection is signed.
- returnedreturnedAll gear is accounted for and the return inspection is signed.How you get here: Automatic when the last unit is scanned in (or marked damaged/lost) and the signed return inspection lands.Next: Settles once the balance is paid and the deposit is returned.
- settledsettledBalance paid and the remaining deposit returned.How you get here: Automatic once charges and the deposit refund net out.Next: Closes once any open claims are resolved.
- closedclosedComplete and archived.How you get here: Automatic once settled with no open claims.Next: —
Terminal state — no further transitions.
items
payments
received / required$1,100 / $330
- deposit_releasewompi$4,000
- balance_chargewompi$1,100
- deposit_holdwompi$4,000
claims
No claims.
financials
- deposit
- $4,000
- $ 16.340.000
- subtotal net
- $1,100
- $ 4.493.500
- IVA (19%)
- $209
- $ 853.765
- total incl. IVA
- $1,309
- $ 5.347.265
client
Mateo Gómez
mateo.gomez@example.com
+57 301 222 3402
neutralspanish
window
- pickup
- 2026-05-18
- 2026-05-18 04:00
- return
- 2026-05-19
- 2026-05-19 13:00
contract
No executed contract on file.
inspections
comments (0)
No comments yet.
activity
- status_changed2026-05-26 04:00
- status_changed2026-05-19 14:30
- status_changed2026-05-19 13:00
- status_changed2026-05-14 09:00
- status_changed2026-05-13 15:39
- status_changed2026-05-12 22:49
- created2026-05-12 06:00