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: —
items
| item | qty | day rate | line total | assigned | |
|---|---|---|---|---|---|
| Sony FX6 | 2 | $250 | $1,000 | — |
add gear
financials
- deposit
- $3,000
- $ 12.420.000
- subtotal net
- $1,200
- $ 4.968.000
- IVA (19%)
- $798
- $ 3.303.720
- total incl. IVA
- $4,998
- $ 20.691.720
client
Tomás Henao
tomas.henao@example.com
+57 302 000 1210
neutralspanish
window
- pickup
- 8d from now
- 2026-06-28 04:00
- return
- 10d from now
- 2026-06-30 13:00
quotes
- rejected$5,000via emailsent 2026-06-15 04:00rejected 2026-06-15 11:00
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activity
- created2026-06-16 04:00