Recurring Rentals in ServQuest

Guide on managing recurring rentals within ServQuest, your comprehensive solution for rental management. This section of the documentation is designed to help users efficiently set up and manage ongoing rental agreements with ease.

Welcome to the guide on managing recurring rentals within ServQuest, your comprehensive solution for rental management. This section of the documentation is designed to help users efficiently set up and manage ongoing rental agreements with ease. Whether you're dealing with tools, vehicles, or any other rentable assets, our software facilitates the creation of a seamless and automated rental schedule tailored to meet both your business needs and customer demands.

Key Features:

• Rental Schedule Creation: Learn how to establish a rental schedule that automatically books assets for regular intervals.
• Setting Frequency: Customize how often rentals recur, whether daily, weekly, monthly, or any custom interval, ensuring flexibility and adherence to customer agreements.
• Asset items: Create items used to bill.
• Generate Rental Invoices: How to generate these rental invoices at those dates set on the rental schedules.

Follow the detailed instructions and best practices to enhance your rental management process using ServQuest.

Important note:

Rental schedules only generate invoices, never tickets. It’s important that all steps are understood and followed to avoid customers not being billed. In summary: Schedule ID = RENT, Frequency set on the delivery calendar, item with quantity > 1 and a price

See the steps below Create a Rental Schedule:

1. Create a Schedule with Sched# = RENT
   1. You can do manually
   2. Or, see the Copy a schedule article: https://www.prismvs.com/knowledge/sq-utility-copy-schedule-utility

1. Add in rental items
   1. These are the items you’ll be billing with on your rental
   2. Must have
      1. Quantity greater than 1
      2. Price
   3. $0 invoices will not be created.

1. Update Frequency
   1. Rentals are generated in batches depending on your billing cycle, not individually. Often this is the 1^st of the month:
      1. Enter your newly created schedule
      2. Once the Schedule form pops up, click the Del / Route Sell Calendar tab
      3. Use Special Calendar
         1. Set Every nn weeks = “S”
         2. Select Special Calendar
         3. Press set dates!
         4. Save the form!
       
      1. Batch Generate Rentals
         1. Navigate to the batch ‘Generate Rental Invoices’
         2. Select the Rental Date
            1. Make sure the date selected matches the dates on the rental calendars
         3. Generate
            1. Be sure to write down or the number and dollar amount total of invoices generated