Rental Inquiry & Quotes

Rental Inquiry & Quotes is generally handled by the Rental Desk (i.e. Sales).

Handling Rental Inquiry

A potential client contacts us and wants to know how much it will cost to rent equipment. We will need to generate a quote to answer their query.

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 dates, return date
• Type of project: Feature, Commercial or Student Production
• List of Equipment

This is probably easier to gather via email than over the phone. The next step is to create a new Opportunity in CurrentRMS

Steps to Create a Quote

1. Create a Quote
2. Add Items to Opportunity
3. Email a Quote

Once Quote is approved, proceed with Order Processing