Rental Inquiry & Quotes - Revision history

Benoit at 13:17, 2 November 2021

2021-11-02T13:17:20Z

← Older revision		Revision as of 06:17, 2 November 2021
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	This is the minimal information we need at this point before we can proceed:		This is the minimal information we need at this point before we can proceed:
	* Client Contact Info: Name, email, telephone		* Client Contact Info: Name, email, telephone (we have an online form they can fill out in the email template)
	* Dates of rental: Pick-up date, usage dates, return date		* Dates of rental: Pick-up date, usage dates, return date
	* Type of project: Feature, Commercial or Student Production		* Type of project: Feature, Commercial or Student Production
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	Once Quote is approved, proceed with [[Order Processing \| Order Processing]]		Once Quote is approved, proceed with [[Order Processing \| Order Processing]]

			----
			Updated: 11-01-2021

Benoit at 16:00, 21 October 2020

2020-10-21T16:00:51Z

← Older revision		Revision as of 09:00, 21 October 2020
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	# [[Add Items to Opportunity]]		# [[Add Items to Opportunity]]
	# [[Email a Quote]]		# [[Email a Quote]]

			Once Quote is approved, proceed with [[Order Processing \| Order Processing]]

Benoit at 14:50, 31 March 2020

2020-03-31T14:50:34Z

@@ Line 7: / Line 7: @@
 This is the minimal information we need at this point before we can proceed:
 * Client Contact Info: Name, email, telephone
-* Dates of rental: Pick-up date, usage dats, return date
+* Dates of rental: Pick-up date, usage dates, return date
 * Type of project: Feature, Commercial or Student Production
 * List of Equipment
@@ Line 13: / Line 13: @@
 This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS
-== Create A Quote ==
+= Steps to Create a Quote =
-[[Create a Quote]] for Step by Step
+# [[Create a Quote]]
+# [[Add Items to Opportunity]]
-=== Fill Out Opportunity Form ===
+# [[Email a Quote]]

Benoit at 21:09, 30 March 2020

2020-03-30T21:09:40Z

@@ Line 13: / Line 13: @@
 This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS
+== Create A Quote ==
-== Create Quotation ==
+[[Create a Quote]] for Step by Step
 === Fill Out Opportunity Form ===
-[https://youtu.be/IOXBI7GIux8 Video on Using the Picker]
+[[Add Items to Opportunity]]
 === Sending A Quote ===

Benoit: Video Walkthroughs for the forms

2020-03-30T18:31:51Z

Video Walkthroughs for the forms

← Older revision		Revision as of 11:31, 30 March 2020
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	The Project/Client information form is slightly different if it is a commercial project vs. a student project, but the rental agreement & CCA are exactly the same.		The Project/Client information form is slightly different if it is a commercial project vs. a student project, but the rental agreement & CCA are exactly the same.
	Once the forms are signed, we get an email of their completion. As the template makes clear, all 3 forms must be signed for the rental to proceed.		Once the forms are signed, we get an email of their completion. As the template makes clear, all 3 forms must be signed for the rental to proceed.

			Here are video walkthroughs of the various forms:
			* [https://youtu.be/9WsyCuLVBjo Project Information Form (Student & Commercial)]
			* [https://youtu.be/LRAO_mKiNcs Rental Agreement Signature Process]
			* [https://youtu.be/oavib3v4xs8 Credit Card Authorization Signature Process]

	You can edit the text and make it appropriate to the situation.		You can edit the text and make it appropriate to the situation.

Benoit at 18:32, 27 March 2020

2020-03-27T18:32:50Z

← Older revision		Revision as of 11:32, 27 March 2020
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	=== Fill Out Opportunity Form ===		=== Fill Out Opportunity Form ===
	[ https://youtu.be/IOXBI7GIux8 Video on Using the Picker]		[https://youtu.be/IOXBI7GIux8 Video on Using the Picker]

	[ https://youtu.be/jSbxDCBLAYE Video on Using Add Item Link]		[https://youtu.be/jSbxDCBLAYE Video on Using Add Item Link]

	The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.		The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.

Benoit at 18:32, 27 March 2020

2020-03-27T18:32:16Z

← Older revision		Revision as of 11:32, 27 March 2020
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	=== Fill Out Opportunity Form ===		=== Fill Out Opportunity Form ===
	[ https://youtu.be/IOXBI7GIux8 Video on Using the Picker]		[ https://youtu.be/IOXBI7GIux8 Video on Using the Picker]
	[ Video on Using Add Item]
			[ https://youtu.be/jSbxDCBLAYE Video on Using Add Item Link]

	The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.		The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.

Benoit at 15:00, 27 March 2020

2020-03-27T15:00:21Z

← Older revision		Revision as of 08:00, 27 March 2020
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	This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS		This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS

	~~Here is a video on [https://youtu.be/vz4_AjJGkVI How To Create A Quotation].~~

	== Create Quotation ==		== Create Quotation ==
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	* Create New Quotation		* Create New Quotation

	== Enter Opportunity Details ==		=== Enter Opportunity Details ===
			[https://youtu.be/sNeHScRdNy0 Video Overview of Starting a new Quote]

	* Enter an Opportunity name: Typically <Main Item> - <Contact Name>		* Enter an Opportunity name: Typically <Main Item> - <Contact Name>
	* Organization should be '''TEMP CUSTOMER at this stage'''. If it becomes an actual order, we will update this field with the real organization.		* Organization should be '''TEMP CUSTOMER at this stage'''. If it becomes an actual order, we will update this field with the real organization.
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	[[File:Add-Opportunity.png\|frame\|center]]		[[File:Add-Opportunity.png\|frame\|center]]

	== Fill Out Opportunity Form ==		=== Fill Out Opportunity Form ===
			[ https://youtu.be/IOXBI7GIux8 Video on Using the Picker]
			[ Video on Using Add Item]

	The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.		The opportunity form is where all information on an opportunity is collected. For the purpose of creating a quote, the main area we use is the Items section.

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	Once all the items have been populated, you can send the quote.		Once all the items have been populated, you can send the quote.

	== Sending A Quote ==		=== Sending A Quote ===
	Once all the items have been added to the quote, we need to send it to our potential client.		Once all the items have been added to the quote, we need to send it to our potential client.

Benoit at 16:21, 22 January 2020

2020-01-22T16:21:02Z

← Older revision		Revision as of 09:21, 22 January 2020
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	This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS		This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS

			Here is a video on [https://youtu.be/vz4_AjJGkVI How To Create A Quotation].

	== Create Quotation ==		== Create Quotation ==

Benoit at 14:55, 14 November 2019

2019-11-14T14:55:55Z

← Older revision		Revision as of 07:55, 14 November 2019
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	The various forms we use are under the Print section on the right-hand side of the screen. To generate a quote, we use the JML Quote entries.		The various forms we use are under the Print section on the right-hand side of the screen. To generate a quote, we use the JML Quote entries.

	* JML Quote – NO DAYS contains the total rental cost for each line items, but no per day costs ~~(page 15-1)~~		* JML Quote – NO DAYS contains the total rental cost for each line items, but no per day costs
	* JML Quote – Details contains the daily cost for each item in addition to the total cost ~~(page 15-2)~~		* JML Quote – Details contains the daily cost for each item in addition to the total cost

	The one to use depends on the client and situation and if you want to show the daily rate or not.		The one to use depends on the client and situation and if you want to show the daily rate or not.
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	The template is substantially similar in content and describes in broad terms what the client needs to fill out once they want to proceed with the order.		The template is substantially similar in content and describes in broad terms what the client needs to fill out once they want to proceed with the order.

	The ~~Packet is for commercial projects and~~ contains ~~a link~~ to ~~a PDF~~ with ~~account information sheet the client needs to fill out in addition to the rental agreement~~.		The template contains 3 links to online forms:
			* Project/Client Information (using JotForm) - [https://form.jotform.com/92944304556159 Commercial Version Link] - [https://form.jotform.com/92736575880168 Student Version Link]
			* Rental Agreement with Terms & Conditions (using AdobeSign) - [https://jmlrental.na2.documents.adobe.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhBd-w9gC4XKYs49t6FwgCrZkkuwrCUszV2GEvlyjggXfdn0yOd7OzyD0hOIWF0ktf0* Link]
			* Credit Card Authorization (using AdobeSign) - [https://jmlrental.na2.documents.adobe.com/public/esignWidget?wid=CBFCIBAA3AAABLblqZhC9dVDwktuBY7_8iodhlmvAQOxHe1gDpLlu6hQohIvtxSj82hTApNqzTDAwMiniYyE* Link]

	The ~~Student template contains~~ a ~~link to an Online Form tailored for~~ student ~~projects~~. ~~The form contains contact information for~~ the ~~Director~~, ~~Producer~~, ~~DP and~~ the ~~individual renting equipment. The 2nd page contains the agreement and signature block. [https://form.jotform~~.~~com/92736575880168 Link to Online Form]~~		The Project/Client information form is slightly different if it is a commercial project vs. a student project, but the rental agreement & CCA are exactly the same.
			Once the forms are signed, we get an email of their completion. As the template makes clear, all 3 forms must be signed for the rental to proceed.

	You can edit the text and make it appropriate to the situation.		You can edit the text and make it appropriate to the situation.