Pickup and return

Step by step

1. Check the reservation Front Desk Agent

   Front Desk Agent opens a Confirmed booking and matches the customer and identified equipment unit to the planned pickup.

   • Matches the pickup to the confirmed rental
   • Updates Bookings, Customers, Equipment

2. Record pickup Front Desk Agent

   The desk records the handoff; the booking becomes Picked Up and the equipment becomes Rented. Draft rental charges and open service tasks remain linked to the booking.

   • Records physical custody and linked work
   • Updates Bookings, Equipment, Rental charges, Maintenance tasks

3. Review the account Finance Officer

   Finance Officer compares posted charges with provider-confirmed payments or records an acknowledged outstanding account.

   • Reconciles posted charges with confirmed receipts
   • Updates Rental charges, Add on charges, Payments, Bookings
   ApprovalA person approves before the work moves on.

4. Record return Front Desk Agent

   The desk records that the unit came back, moves the booking to Returned and moves the equipment to Cleaning.

   • Records returned rental and cleaning state
   • Updates Bookings, Equipment

5. Inspect equipment Operations Reviewer

   Operations Reviewer examines the return evidence and decides whether the unit passed inspection.

   • Reviews condition and remaining service work
   • Updates Equipment, Maintenance tasks, Bookings
   ApprovalA person approves before the work moves on.

6. Release the unit Property Manager

   Property Manager checks completed service work and moves the unit to Available only after a passing inspection.

   • Marks the unit Available after clearance
   • Updates Equipment, Maintenance tasks

Front Desk Agent

Records custody; Finance Officer reviews the account; Operations Reviewer checks inspection evidence; Property Manager releases equipment.