Rental Process Workflow

Overall Workflow

Updated 11-01-21

The 3 main phases of the rental process are:

• Inquiry & Quotes – discuss with client what they need and how much it will cost
• Order Processing – Client goes ahead and we collect client paperwork, issue invoice
• Fullfilment – Client gets and uses the equipment and returns it.

Document Organization

JML Rental embraces the use of electronic documents whenever possible. Client Agreements, contracts, etc… are stored on our server.

All documents are maintained on the JML Server (JMLSvr). The shop computer maps the J: drive to the server for ease of access.

The Server contains the following main folders:

• 0 – Labels - Contains various label designs for the Zebra Label Printer
• 0 - Manuals for Equipment - Manuals & User Guides for our Gear
• 0-Equipment Assets - Various info on gear (screw sizes chart, Vehicle Info Sheet, etc..)
• ASSETS - Logos, Music we purchased, etc...
• Equipment Images - Images of gear we use in CurrentRMS
• Forms - Employment Forms needed when a new employee comes in
• W-9 - JML W-9 forms we can send to vendors when they request them.

There is also an administrative Drive on the server than only management should access. This drive is used to store confidential information like contracts, contact information, etc…