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
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 selectedSony FX2
0/1 selectedpayments
received / required$5,000 / $260
- deposit_holdwompi$5,000
claims
No claims.
financials
- deposit
- $5,000
- $ 20.700.000
- subtotal net
- $1,400
- $ 5.796.000
- IVA (19%)
- $266
- $ 1.101.240
- total incl. IVA
- $1,666
- $ 6.897.240
client
Emma Ross
emma.ross@example.com
+1 (512) 555-0116
neutralenglish
window
- pickup
- 10d ago
- 2026-06-10 04:00
- return
- 8d ago
- 2026-06-12 13:00
contract
No executed contract on file.
inspections
comments (0)
No comments yet.
activity
- status_changed2026-06-01 04:00
- status_changed2026-05-31 12:21
- status_changed2026-05-30 21:10
- created2026-05-30 06:00