This article shares how to fill out the first step of the Request process - Basic Info. In this step, fill out the basic information of the request.
In this article
- Requestor and Project Information
- Start and End Dates for Rental
- Delivery Window, Deadline for Quotes, Shifts per Day, # Estimated Invoices
- Exclude All Assets from Utilization Calculations
Requestor and Project Information
Here, you'll confirm who made the request, which project this is assigned to and the priority level for the request.
Requestor: when you make your selection, it indicates who is the customer of the request.
Project: select from your list of projects. Need to add one? Add it within Projects.
Priority: choices are "Low", "Medium" and "High". Use this to indicate priority within the overall list of requests.
Start and End Dates for Rental
Next, select the dates of your Request. These indicate the start date and end date of the agreement. The assets will arrive on the "On-Site Start Date" and be called off for pickup on the "On-Site End Date".
Note - "Calendar Days" is provided so that you can anticipate the number of invoices that you will have for this request. Remember, the rental industry sends invoices every 28 days, rain or shine.
Delivery Window, Deadline for Quotes, Shifts per Day, # Estimated Invoices
Delivery Window: pick a window of time in which you, or a shipping contact, will be on-site and able to accept and inspect the machine.
Deadline for Quotes: this is a deadline for your Rental Suppliers who respond to your request for quote to respond.
Shifts per Day: a standard part of all rental agreements. It is used to set expectations on the amount of usage of the machine. It is directly used by Rental Suppliers to set the rate multiplier
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Glossary Detail: Find out more about how Shifts per Day impacts Rate Multipliers.
# Estimated Invoices: the invoicing cycle in the rental world is notoriously hard to understand. At IronUp, we believe having a clear expectation of the number of invoices you will receive during your rental agreement is very important. To calculates this, we divide the # Calendar Days by 28. Note, the minimum number of invoices one can have is "1".
Exclude All Assets from Utilization Calculations
All assets, by default, are considered for utilization tracking through the IronUp usage reporting feature. But there are situations where utilization reporting is not ideal or wanted, including:
- The assets may be used in a job type where utilization tracking is unnecessary or not ideal for all assets
- The assets don't have any kind of utilization tracking capability, e.g. scaffolding.
Great! You're done with the Basic Info step. Next, complete Asset Details.