Valentina Hoyos

templatesquotation

Confirming is blocked until the client has a verified contact (email or phone) and a verified government ID.

manage verifications

lifecycle

  1. 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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. 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.
  7. closedclosedComplete and archived.How you get here: Automatic once settled with no open claims.Next: —
advances automatically as payments, scans, and inspections land

items

itemqtyday rateline totalassigned
Sony FX61$250$500—
Sony α7 V1$80$160—
add gear

financials

deposit
$2,000
$ 8.280.000
subtotal net
$800
$ 3.312.000
IVA (19%)
$532
$ 2.202.480
total incl. IVA
$3,332
$ 13.794.480

client

Valentina Hoyos

valentina.hoyos@example.com

+57 301 333 4503

blacklistspanish

window

pickup
1h ago
2026-06-20 04:00
return
2d from now
2026-06-22 13:00

quotes

  • pending$2,800via email
    sent 2026-06-14 05:05

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activity

  • status_changed2026-06-14 09:00
  • created2026-06-14 05:00