Default Setup & Teardown Duration — Fixed time independent of inventory item settings
Introduction
This feature lets you set a fixed setup and teardown duration (for example, 2 hours) that is applied automatically to leads and deliveries instead of summing setup/teardown times from each inventory item.
Step-by-step instructions
1. Go to Settings -> Delivery Preferences.
2. Find the fields labeled Automatic Setup Duration and Automatic Teardown Duration.
3. Open the dropdown and choose one of the three options: Disabled, Based on Items, or Fixed Duration.
4. If you choose Fixed Duration, enter the duration in hours (use decimals for 15‑minute increments: 0.25, 0.5, 0.75).
5. Click Save.
6. Create a new lead or open an existing lead that uses automatic duration calculation. The system will now use the fixed setup/teardown values (when Automatic is set to Fixed Duration) instead of totaling item-level times.
7. To override for a specific lead, edit the lead’s setup/teardown fields directly on the lead and save.
Use Cases
- Companies that always allow a standard amount of time to set up/tear down (e.g., 2 hours) regardless of which items are rented.
- Reduce manual edits on leads and ensure consistent delivery windows and staff-hour estimates.
If you need help locating the new dropdown or updating existing settings after the release, contact Support.