To update the daily rental rate for an asset, you can modify the "Daily Rental Rate" column within either the Edit Asset or Add Asset pop-up window.
For detailed instructions on adding or editing an asset, please visit the Add or Enable an Asset or 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:
