Agree the equipment and rates
Keep the customer, dates and commercial detail with the rental work.
Workflow / Quote to cash
Agree the work.Explain the invoice.
Carry the customer, equipment, rates and dates from the first agreement through the field record and billing review.
01 / Agree & prepare
Start with the promise.Know what can leave.
The rental desk and yard need the same understanding of the job before the first handover.
Explore Rental
Review the actual units
Check the equipment record, component context and readiness evidence before assignment.
Prepare the handover
Carry the assigned equipment and job context into dispatch and delivery records.
02 / Work & evidence
Record what happened.Keep the customer response.
The office should be able to follow the work without rebuilding it from disconnected paperwork.
Capture the field work
Use the field ticket to record the work and its relevant operational details.
Collect the supported signature
Keep the customer’s signature with the field record rather than in a separate conversation.
Review the return
Follow returned equipment into its next inspection, service or availability decision.
03 / Bill & follow up
Trace the amount.Close the loop.
Review the rental period and supporting work before following the invoice and recorded payments.
Review the billing period
Check the rental days, supported charges and source records behind the draft invoice.
Share the invoice
Give the customer the document and a supported route to approve, dispute or sign it.
Follow the remaining balance
Review recorded payments, adjustments and the amount still outstanding.
Can we demonstrate an exception?
Yes. Bring an amended rental, a disputed invoice or equipment needing service on return. Use the walkthrough to see how the team keeps the history and next action clear.
Does the workflow include a payment gateway?
The workflow follows invoices and recorded payments. A specific payment processor or bank integration must be agreed separately.
What should we bring to the walkthrough?
One customer, an example agreement, representative equipment and a billing example. Use authorized or anonymized records.
Bring one rental.Follow it to the balance.
Review the commercial detail, yard handover, field evidence and invoice in one walkthrough.
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