Rental Inquiry & Quotes

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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 (we have an online form they can fill out in the email template)
  • 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


Updated: 11-01-2021