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How to Quote Rental Equipment
How to Quote Rental Equipment

Renting/Leasing equipment to your clients with Jetbuilt

Christa Moody avatar
Written by Christa Moody
Updated over a week ago

With a few simple tweaks, you can use Jetbuilt's quoting tools to quote rental equipment.

When quoting items that are specifically meant to be rented or leased, you can set these items up as Custom Products.

Use the normal manufacturer and model number to prevent any confusion, but include the word 'Lease' or 'Rental' in the model number to differentiate this item from products that you sell. 

You can edit the short description to reflect that these items are for renting.

Adjust the "Sell Price" to the price of the rental item,

If there are any costs associated with the rental, add those into the cost field.
For example, if the item is a fog machine that requires juice, you can include the cost of the juice here. You may also want to include some amount for wear and tear into the cost.

Create custom products for each rental item, and add them to your project accordingly.

You can also add a line item for things like delivery or rental discounts. 

Once you have added all of the rental line items, head over to the Designer to set up a Rental Report Group.

The main difference between a rental quote and a normal sales quote will be the language in the Acceptance page, so you will want to create a new custom Rental Acceptance page with different terms and conditions.

To do this, go to the Designer > Company Pages > +Add Page" then select a new Acceptance Page.

Name this page, then adjust the language in the terms section to reflect your rental/leasing terms, and save it.

Once this page is set up, you can create a new Report Group that includes this page as the Acceptance page.

To do this, go to the Report Groups tab, and click +Add Report Group. Name the new group, and click Submit.

Now just add any pages that you want to include in that Report Group by dragging them in from the list of Company Pages:

You can then go back to your project and render a report from your new Rental/Leasing group, and you're all set!

This process will go very quickly for future rental opportunities once you have your custom products and report groups created.

Hope this helps! As always, feel free to ping us on the support chat if you have any questions!

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