Check if a machine is possible considering the requested dates, then complete your Initial Status below.
Called Customer lets other staff know.
Call Back Customer to get more info later.
Called: Ready To See Contract must be checked to design a contract.
Called But Customer Cancelled or Notify Customer Not Possible sends emails after you mark this step Complete and click Update. That ends this customer's workflow.

In the Workflow box check In progress and click Update to save your work and return later.

While talking to the customer, you can instantly calculate rental cost by filling in below the start and end dates and selecting machine cost.

When you check Complete and click Update the contract goes to the Approve Contract step, and if approved is then sent to the customer.

To send a customer a preliminary contract for review, simply send a real contract, then to revise it, later use the Admin Select an action to send this customer's workflow back to this Review Request - Create Contract step to start over.

Per the above contract, you agree to have insurance by choosing:

For your rental, we will send emails and texts for where to pick up your burner or who is delivering it, how to inspect the machine before and after using it, tell us when you will be done burning, and where to return your burner or who will be picking it up. Who should be our job contact?

For your rental, only one person is registered in our accounting system as the billing contact to receive invoices for payment. Who should be our billing contact?