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 FX6 | 1 | $250 | $250 | — |
payments
received / required$600 / $250
- deposit_releasewompi$2,000
- balance_chargewompi$600
- deposit_holdwompi$2,000
claims
No claims.
financials
- deposit
- $2,000
- $ 8.250.000
- subtotal net
- $600
- $ 2.475.000
- IVA (19%)
- $114
- $ 470.250
- total incl. IVA
- $714
- $ 2.945.250
client
Marcus Webb
marcus.webb@example.com
+1 (917) 555-0117
neutralenglish
window
- pickup
- 20d ago
- 2026-05-31 04:00
- return
- 20d ago
- 2026-05-31 13:00
contract
No executed contract on file.
inspections
comments (0)
No comments yet.
activity
- status_changed2026-06-01 04:30
- status_changed2026-05-31 13:00
- status_changed2026-05-28 09:00
- status_changed2026-05-27 15:39
- status_changed2026-05-26 22:49
- created2026-05-26 06:00