Reservations
Work from the reservation detail page
Use the customer, invoice, communication, timeline, logistics, agreement, and return tools together.
Four detail tabs
Customer & Rental contains customer, package, date, fulfillment, agreement, logistics, and return data. Invoices contains invoice creation and payment state. Communications records customer contact. Timeline provides an event history.
Common workflow
- Verify the request
Confirm package, quantity, dates, customer contact, delivery or pickup choice, and agreement evidence.
- Check capacity and payment rules
Resolve inventory or required-payment issues before advancing the reservation.
- Confirm and invoice when appropriate
Use the available confirmation and invoice actions only when you intend to send customer communication.
- Record operations
Update logistics, returns, scans, internal notes, and communication history as work occurs.