I have just watched the webinar about the new Equipment Times Update, and I have a question regarding the new statuses (In Process, Complete, etc.).
How will this work for companies like ours, where we always invoice our projects before the project starts?
As I understand it, Complete is the final status in the process. However, in our workflow, this status should actually come immediately after Confirmed, since invoicing has already been completed at that point.
How has this been taken into account for companies that work this way?
Hi Sofie, thanks for the question! Short answer: you don’t have to change how you invoice. The new statuses follow what happens to your equipment, not when the invoice goes out.
This is how the flow works:
Confirmed: the project is a go: client confirmed the quote. If you invoice upfront, this is where you do it, just like today.
In progress: Rentman sets this automatically when the warehouse books out the first item, but it can also be set manually.
Execution done: Rentman sets this automatically when all equipment is back in the warehouse, but again, it can also be set manually.
Complete: you set this yourself once there’s nothing left to do on the project.
So Complete doesn’t mean “invoiced”. It means “this project is fully wrapped up”. We made it a manual step on purpose, because every company finishes a project differently. Some invoice afterwards, some invoice upfront like you do.
Does that fit your workflow? If you have a case where it doesn’t, please let me know. I’m always curious to hear about those.