Welcome to the Chet’s Rent All Documentation Portal!

Main Procedures

• Overdue Equipment
  • Daily Tasks
  • Failure To Return
  • Demand Letter
• Driver Check Lists
  • Delivery
  • Pick Up
  • Transfers
  • Afternoon Preparation
• Towing Policy and Guidelines:
  • 5 Questions
  • Verify Customer Can Haul
• Damaged Equipment Procedure

Contents

• Daily Close Out (GUI)
  • Deposits are to be made at the bank’s after hour deposit box immediately following shift.
• Credit Card Processing
• Credit Card Return Process
• Navigating GUI Pages
• Basic Order Entry
  • Customer Selection / Adding Customers
  • Authorized Users
  • Job Addresses
  • Contract Header
  • Deliveries and Job Numbers
  • Adding Rental Items
  • Payments and Printing
• Adding Customers
• Scheduling
• Using Dispatch
• Using The Availability Screen
  • Main Screen
  • Searching
  • Item Details
  • Using The Cart
  • Miscellaneous
• Adding And Removing Equipment From Shop
• GUI Cheat Sheet
  • Sale Of Rental Equipment
  • Open Order Report
  • Deposit Report
  • Time Sheet Report
  • Lost Rental Report
  • Daily Totals
  • Late Equipment Report
  • In Shop Report
  • Rental History By Item
  • Inventory Transfer Function
  • Inventory Transfer Log
  • Inventory Expense Function
  • Order Processing
  • Inventory Expense Log
  • Messaging
  • Flip Screen
  • Stuck? Use The Search Function
• S Mode Order Processing
  • Contracts and Reservations
  • Customer History
  • Rental Items On Orders
• Daily Invoice Mailing
  • Running the R-8-8 Report
  • Generating the Invoices
• Attaching Packing Slips to PO
• Saving Lift Files to Y:drive
• Saving PO to Y:drive
• Inventory Valuation Processing
• Inventory Transfers Via S-9-1
  • Sending Items
  • Receiving Items
• Annual Inspection Forms
• Work Orders
• Working With Images And GIMP
  • Image Size
  • Image Scale
  • Image Canvas
  • Adding Layers
  • Export As
• Finding Home Store Equipment
  • Manual
  • Saved Criteria
• Report Dispatch Document
  • file:
  • includes:
  • to do:
  • Notes
• Approval Limits:
  • Managers can approve up to $500
  • Director of Operations, Fleet Manager - $5,000
  • Finance $20,000
  • Small purchases and credit card transactions:
• Entering contracts after system access is restored
  • Contract written before the new year, returned while system down
  • Manual Contract written and returned while the system is down
  • Manual contract still open when system access is restored
• Manal Operations
  • Beginning of the day
  • Manual Contracts
  • Paytrace Requirements
  • Refunds in paytrace
  • End Of The Day

Applications

• Runboard
  • Logging In
  • The Main Page
  • Adding New Runs
  • Editing a Run
  • Deleting a Run
  • On Rent, Repair, Long Term
  • Movement
• Using The Helpdesk
  • Creating A New Ticket
  • Checking On An Open Ticket
• Employee Portal
• Inter-Company Parts and Salable Transfers
• Centralized Procurement
  • Use Of Manual
  • Misson
  • Requisition Process (Portal)

Indices and tables

• Index

• Module Index

• Search Page