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 FX6
0/1 selectedSony FX30
0/1 selectedSony α7 V
0/1 selectedpayments
received / required$15,364.08 / $450
- deposit_holdwompi$15,000
- deposit_holdwompi$ 1.500.000
claims
No claims.
financials
- deposit
- $15,000
- $ 61.800.000
- subtotal net
- $3,800
- $ 15.656.000
- IVA (19%)
- $722
- $ 2.974.640
- total incl. IVA
- $4,522
- $ 18.630.640
client
Sebastián Marín
sebastian.marin@example.com
+57 301 666 7806
neutralspanish
window
- pickup
- 21d ago
- 2026-05-30 03:00
- return
- 16d ago
- 2026-06-04 13:00
contract
No executed contract on file.
inspections
comments (0)
No comments yet.
activity
- status_changed2026-05-24 09:00
- status_changed2026-05-23 15:39
- status_changed2026-05-22 22:49
- created2026-05-22 06:00