Confirming is blocked until the client has a verified contact (email or phone) and a verified government ID.
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: —
advances automatically as payments, scans, and inspections land
items
| item | qty | day rate | line total | assigned | |
|---|---|---|---|---|---|
| Sony FX30 | 1 | $120 | $240 | — |
add gear
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 FX30
0/1 selectedpayments
received / required$0 / $120
No payments recorded.
financials
- deposit
- $2,500
- $ 10.337.500
- subtotal net
- $700
- $ 2.894.500
- IVA (19%)
- $133
- $ 549.955
- total incl. IVA
- $833
- $ 3.444.455
client
Sophie Bernard
sophie.bernard@example.com
+33 612 345 618
neutralenglish
window
- pickup
- 13d ago
- 2026-06-07 04:00
- return
- 12d ago
- 2026-06-08 13:00
contract
No executed contract on file.
quotes
- accepted$2,500via emailsent 2026-05-30 07:00accepted 2026-05-31 04:30
- rejectedarchived$2,700via emailsent 2026-05-29 07:00rejected 2026-05-29 13:00
comments (0)
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activity
- status_changed2026-05-31 02:00
- status_changed2026-05-30 10:00
- created2026-05-30 06:00