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 α7 V | 1 | $80 | $160 | — |
add gear
financials
- deposit
- $1,500
- $ 6.210.000
- subtotal net
- $600
- $ 2.484.000
- IVA (19%)
- $399
- $ 1.651.860
- total incl. IVA
- $2,499
- $ 10.345.860
client
Isabela Acevedo
isabela.acevedo@example.com
+57 302 333 4513
neutralspanish
window
- pickup
- 11d from now
- 2026-07-01 09:00
- return
- 13d from now
- 2026-07-03 13:00
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activity
- created2026-06-16 10:00