Carolina Restrepo

templatesquotation

lifecycle

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. closedclosedComplete and archived.How you get here: Automatic once settled with no open claims.Next: —
advances automatically as payments, scans, and inspections land

items

itemqtyday rateline totalassigned
Sony FX61$250$500—

units & scanning

Pick the exact units this reservation gets, by serial or short code — intent only, no hold. Once it's confirmed and the pickup inspection is signed, check out each unit to scan it out (claiming it); check in scans it back. The last unit in (with the return inspection signed) advances the reservation to returned.

Sony FX6

0/1 selected

payments

received / required$3,000 / $250
  • deposit_holdwompi$3,000

claims

No claims.

financials

deposit
$3,000
$ 12.390.000
subtotal net
$900
$ 3.717.000
IVA (19%)
$171
$ 706.230
total incl. IVA
$1,071
$ 4.423.230

client

Carolina Restrepo

carolina.restrepo@example.com

+57 300 111 2201

neutralspanish

window

pickup
17d ago
2026-06-03 05:00
return
16d ago
2026-06-04 13:00

contract

No executed contract on file.

The signed PDF, up to 10 MB.

inspections

  • pickuprequired before scan-outnot started
  • returnrequired before settlingnot started

comments (9)

  • staff
    Diego Salazar

    Hi Carolina — your reservation R-43W2XJ is confirmed for pickup on Wed, June 3. Bring a photo ID and we'll have everything boxed and ready at the front desk.

  • client
    Carolina Restrepo

    Perfect, thank you! Quick question — is the LED panel kit part of this order, or do I add it separately?

  • staffinternal
    Ana Quintero

    Heads up — she's a repeat client and always returns clean and on time. Give her the LED kit at the returning-client rate.

  • staff
    Diego Salazar

    The LED kit isn't on this order yet — I can add it for you:

    • 2× Aputure 600d
    • 1× lantern softbox
    • stands + sandbags

    Want me to include it?

  • client
    Carolina Restrepo

    Yes please, add the panels. 🙏

  • staffinternal
    Diego Salazar

    Added the LED kit and re-sent the quote. @Ana — can you confirm the insurance rider covers the extra value before I mark it final?

  • staffinternal
    Ana Quintero

    Confirmed — the rider covers up to 20,000,000 COP per booking. We're well under that, go ahead.

  • staff
    Diego Salazar

    All set, Carolina! Your updated quote is in the portal and the deposit reflects the added kit. See you on June 3.

  • client
    Carolina Restrepo

    Got it — see you then! 🙌

activity

No activity.