Billing Questions about Accessories and Long Term Rentals
We provide luxury mobile restroom trailers for rent.
We have an accessory, Pumping & Trailer Support, Pumping & Trailer Support is where we travel out to the event site and pump the waste water, clean and restock the trailer. The customer will need this service after the trailer has been delivered and paid for. This most likely occur for a weekly or monty rental. It happens on demand we don't know when it will happen. I was looking for a recommendation of how to bill for this service and how do we schedule the driver and truck and tie it to the event location?
Second question about long term rentals a customer rents a trailer for a month and has competed the contract and paid for a month but now they need it for another month how do we handle that?
The best way for the question would be to set up the Pumping & Trailer Support on a separate lead (you could $0 out the amount if paid on original?) and schedule the service to go out as needed. Be sure to use same Customer Profile/venue info. You can consider this a "dummy" lead for scheduling/delivery truck info.
Second question would be up to you? You can extend the times/dates on the lead and send out new contract w/ balance to pay. Or you can set up a brand new lead (with same customer info/venue) with the new dates.
The best way for the question would be to set up the Pumping & Trailer Support on a separate lead (you could $0 out the amount if paid on original?) and schedule the service to go out as needed. Be sure to use same Customer Profile/venue info. You can consider this a "dummy" lead for scheduling/delivery truck info.
Second question would be up to you? You can extend the times/dates on the lead and send out new contract w/ balance to pay. Or you can set up a brand new lead (with same customer info/venue) with the new dates.
I don't quote understand the answer to the first question. Can you explain that in more detail?
I do understand the second answer. thanks you
I don't quote understand the answer to the first question. Can you explain that in more detail?
I do understand the second answer. thanks you
For the first question...you would just set up a second lead w/ the service the original lead needs.
For example. If a customer is getting the restroom trailer from February 1 until February 29th... You could set up a separate lead for the Pumping & Trailer Support service...on a date of let's say Feb 15th. Even if they already paid on the original lead...you can zero the price out. Then, this second lead will show on delivery planner, scheduling, etc.
For the first question...you would just set up a second lead w/ the service the original lead needs.
For example. If a customer is getting the restroom trailer from February 1 until February 29th... You could set up a separate lead for the Pumping & Trailer Support service...on a date of let's say Feb 15th. Even if they already paid on the original lead...you can zero the price out. Then, this second lead will show on delivery planner, scheduling, etc.
Ok we have two scenarios, the first one is for the customer paid for the pumping service on their original invoice. The second one is where they haven't paid for it and we need to bill for it. Do we handle this the same way or do we have to send them a new contract?
Ok we have two scenarios, the first one is for the customer paid for the pumping service on their original invoice. The second one is where they haven't paid for it and we need to bill for it. Do we handle this the same way or do we have to send them a new contract?
Yes, you could still set up a second lead just send the contract from the second lead as well....with the new balance on it
Yes, you could still set up a second lead just send the contract from the second lead as well....with the new balance on it
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