Asset rentals are applicable for both non-serialized assets and regular assets; please note, that in order to rent the asset or equipment, it must first be registered in MobiWork. Asset rentals enable users and customers to rent designated assets for a defined period and rate. This feature provides clear visibility and transparency throughout the rental duration, ensuring you always know who has your assets and for how long. You can easily identify which assets are currently rented through the Asset Dashboard or with the Asset Rentals Timeline. This section will highlight some commonly asked questions regarding asset rseservation.
There are several steps in dropping off an asset for asset rental. The subsections below will highlight the procedure for dropping off selected assets.
Step 1: Create an "Equipment Rental - Drop Off" Work Order
When creating a new work order for asset rentals, simply select the "Equipment Rental - Drop Off" option in the "Type" field:

Step 2: Add Asset(s) to the Work Order
Once the work order is created, navigate to the "Asset" panel and click the Plus Sign icon:

The Add Equipment window will then appear. From the "Asset Usage Type" select the "Equipment has to be delivered to the customer" option:

You can then choose the "Entity Type." The "Entity Type" fields are defined below:
Serialized Equipment:
Non Serialized Equipment:
Equipment:
Once the assets have been added, you can then dispatch the work order as you normally would.
Step 3: Load From Warehouse (Delivery by Driver)
On the device, you will be able to load the rented assets for the work order. To load the asset rentals from the warehouse, first access the work order List page's Actions Panel and select the "Load" option:

From the "Load Items" panel, the assets that were added to your work orders will be listed. You can also search for the desired asset:

Tap on the desired assets (this action will turn the Asset button green). Then click the Load button.
The Load From Warehouse to User form will then appear. In this form you can enter notes, take photos, capture signatures or you can ignore these fields and tap Save to continue with loading the asset:

This form also functions as an accountability feature, since the warehouse manager can confirm that the asset is in possession of the user. The user will be able to substantiate this claim as well, in addition to indicating if there are any prior issues with the asset (e.g., if the asset was damaged upon pick-up).
In the View Work Order pop-up window, you will be able to see that the asset is now associated to the user:

Step 4: Asset Drop-off Work Order
To deliver assets to the customer you will first need to complete the work order Action Items on the device. Once you reach the "Delivery Equipment" Action Item, you will be able to select desired assets that should be delivered to the customer:

Note: The assets displayed on the Deliver to Customer list will only show the assest that were previously loaded.
Select the desired asset (this action will turn the Asset button green). Once selected, click on the Deliver button:

You will see a notification that says "Successfully delivered the items." Once the assets have been delivered to a customer location, you will be able to view the history on the View Asset pop-up window's "Tracking" tab. On this tab you will see:
Delivery items have moved from the User to the Customer
Under Customer Installations you can keep track of the date the items were delivered, including the start and end date of the asset rental.
Note: By default, forms are not displayed per piece of equipment. Instead, MobiWork uses a single Action Item with one form applied to all assets, though this behavior can be configured if needed.
There are several steps in picking up an asset for asset rental. The subsections below will highlight the procedure for picking up selected assets.
Step 1: Create an "Equipment Rental - Pick Up" Work Order
To retrieve assets from the customer you will first need to create a pick-up work order. When creating a new work order for picking up asset rentals, simply select the "Equipment Rental - Pick Up" option in the "Type" field:

Step 2: Add Asset(s) to the Work Order
This step is optional, particularly when picking up all assets. If no specific asset is selected, the driver or technician will see the full list of assets at the customer location and can choose which ones to pick up or select all of them.
Once the work order is created, navigate to the "Asset" panel and click the Plus Sign icon:

From the "Asset Usage Type" select the "Equipment has to be picked up from the customer" option:

Step 3: Pick Up Asset(s) From Customer
Once the appropriate work order has been created you will be able to retrieve the rented assets.
Complete the work order Action Items on the device. Then, once you reach the "Pick Up Equipment" Action Item, you will be able to select desired assets that should be collected from the customer:

Select the assets that will be retrieved from the customer (this action will turn the Asset button green). Then tap on the Pick Up button. A notification that says "Successfully loaded the items" will then appear confirming that the assets have been loaded:

You can use the Add button for assets or equipment that were not previously registered at the customer location. For example if the asset or equipment was in a transition period.
Note: By default, we do not display a form by equipment. MobiWork only has one Action Item with one form at the end for all the assets (it could be configured).
Once you tap Pick Up button, the assets are now transfered back to the user and the customer installation is updated in the View Work Order pop-up window:

Step 4: Unload Asset to Warehouse
The asset can stay with the user or can be returned to the warehouse with the unload action.
You can unload assets from the MobiWork mobile device. When the job is done and the assets have been collected, you will need to unload them so that they can be properly returned to the warehouse.
To accomplish this action, please navigate to the work order List page's Actions Panel and select the "Unload" option:

All assets that were collected during day for the listed work orders will be displayed. Tap on the desired assets (this action will turn the Asset button green). Then click the Unload button:

The Unload Form will then appear. In this form you can enter notes, take photos, capture signatures or you can ignore these fields and tap Save to continue with loading the asset:

The selected assets will then be returned back to the warehouse. You can track the return of the assets on through the MobiWork web interface by navigating to the "Tracking" tab on the View Asset pop-up window:
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You will be able to manage and oversee your assets easily through MobiWork's array of dashboards, reports, and more. The following subsection will go over where you can oversee your assets.
Equipment Rental and Leasing Report
All asset rentals and leases are now fully tracked in MobiWork. Reports can be generated on demand or scheduled to be automatically emailed on a recurring basis.

You can define a specific date range and apply a saved search to target particular assets or asset types:


Please note that the report calculates charges using each asset's daily rental rate to determine the amount that should be invoiced and paid by the customer. This can be adjusted in the View Asset window:

Asset Dashboard
You will also be able to see asset reservation from the "Assets / Equipment Reservations and Availability" Dashboard:

Asset Saved Search
With the Asset New Saved Search you will be able to search for asset's with the following rental statuses:
Not Applicable
Rented
Not Rented
You will be able to save this search for future use:

View Asset Window
Whenever you load or unload assets, you can view their tracking movements through the MobiWork web interface. To view the tracking history by navigate to the "Tracking" tab on the View Asset pop-up window:
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Please see the Non-Serialized Assets for more information on how to rent and load non-serialized assets.
To update the daily rental rate for an asset, you can modify the "Daily Rental Rate" column within either the Edit Asset pop-up window.
For detailed instructions on editing an asset, please visit the Edit Asset page:

When calculating the asset rental charge for invoices or quotes, you should add the rental charge as a designated service. This service will then be listed under services on the quote or invoice.
For guidance on creating a new service, please refer to the Add Service page.
In the View Asset pop-up window, you can reserve assets for specific customers and locations. This is especially ideal when an asset needs to be reserved for a work order or project.
You can reserve the asset through the "Reservation" tab on the View Asset pop-up window:

Once on this tab, press the Plus Sign button to add the reservation:

In the Add Asset Reservation enter the following information to complete the reservation:
The customer for whom the asset is reserved.
The location where the asset will be stored.
The start and end date/time for how long the asset will be reserved.
You can also include an optional description with additional details about the reservation.
The "View Asset Reservation" option from the "Asset" drop-down will allow you to view all your asset reservations in an accessible and easy-to-read format. The assets are organized by name and the date and time of their reservations:

You will also be able to see asset reservation from the "Assets / Equipment Reservations and Availability" Dashboard:
