Complete a Ticket in Rental Management Mobile

In This Article

• Introduction
• Complete a Delivery or Task Ticket
  • At the Origin Address
  • At the Destination Address
• Complete a Pickup Ticket
  • At the Origin Address
  • At the Destination Address

Introduction

A Ticket is a document indicating that Assets need to be transported from one location to another, usually at the beginning or end of a Contract. Tickets are created in Rental Management (Classic or Next), then assigned to a Driver. The Driver can then use the Service & Rental mobile application to complete the Ticket. The following article will detail the process of completing an assigned Ticket in Rental Management Mobile.

There are three different types of Ticket:

• Delivery: Delivering Assets from inventory to the Customer’s work site.
• Pickup: Picking up Assets from the Customer’s work site and returning them to inventory.
• Task: Moving an Asset from one location to another.

All three Ticket types feature similar completion processes. The primary difference between Pickup Tickets and Delivery and Task Tickets is when the Customer’s signature is required: Pickup Tickets require a signature when Assets are picked up, while Delivery and Task Tickets require a signature when Assets are dropped off.

These processes are outlined in full in the diagram below. Click to see the full-sized image.

Complete a Delivery or Task Ticket

To complete an assigned Delivery or Task Ticket in Rental Management Mobile, follow the instructions below.

At the Origin Address

1. Open a Ticket
   Log in to Service & Rental Mobile and open the Ticket you’d like to complete. See “Browsing Tickets in Service & Rental Mobile” for more information.
2. Start Loading Assets
   Scroll down to the bottom of the Ticket Details page and tap the “Load Assets” button to change the Ticket’s status to Loading.
3. Select an Asset to Load
   Tap on an Asset under the “Assets” header to load it (step 4). Tap the Load All button to load all Assets at once. Note that some Assets cannot be loaded in this way.
   
4. Load Asset
   When loading an Asset, Tap the plus and minus buttons to increase or decrease the quantity loaded. Tap the Add Photo button to take photos of the Asset; see “Add a Photo to a Document in Service & Rental Mobile” for more information. Once you are finished, tap “Complete” to load the Asset.
   
5. Finish Loading
   Once you have finished loading Assets, tap “Load Complete” to change the Ticket’s status to In Progress. You can now drive the Assets to the Ticket’s Destination Address.

At the Destination Address

1. Start Unloading Assets
   Scroll down to the bottom of the Ticket Details page and tap the “Unload Assets” button to change the Ticket’s status to Unloading.
2. Unload Assets
   Proceed with unloading Assets. The process for unloading Assets is the same as for loading them; see steps 3-4 above for more information.
3. Finish Unloading and Review
   Once you have finished unloading Assets, tap “Ticket Complete” to finalize the Ticket. You will be taken to a review screen containing all the information for the Ticket. Review the information for accuracy, then tap “Next”.
4. Sign Ticket
   The next screen allows the customer to sign off on the delivery, with the option to send a copy of the signed Ticket to one or more recipients. See “Electronically Sign a Document in Service & Rental Mobile” for more information.
   
   Once the customer has signed off on the Ticket, tap “Complete Ticket” to finish.

Complete a Pickup Ticket

To complete an assigned Pickup Ticket in Service & Rental Mobile, follow the instructions below.

At the Origin Address

1. Open a Ticket
   Log in to Service & Rental Mobile and open the Ticket you’d like to complete. See “Browsing Tickets in Service & Rental Mobile” for more information.
2. Start Loading Assets
   Scroll down to the bottom of the Ticket Details page and tap the “Load Assets” button to change the Ticket’s status to Loading.
3. Select an Asset to Load
   Tap on an Asset under the “Assets” header to load it (step 4). Tap the Load All button to load all Assets at once. Note that some Assets cannot be loaded in this way.
   
4. Load Asset
   When loading an Asset, tap the plus and minus buttons to increase or decrease the quantity loaded. Tap the Add Photo button to take photos of the Asset; see “Add a Photo to a Document in Service & Rental Mobile” for more information. Once you are finished, tap “Complete” to load the Asset.
   
5. Finish Loading and Review
   Once you have finished loading Assets, tap “Load Complete”. You will be taken to a review screen containing all the information for the Ticket. Review the information for accuracy, then tap “Next”.

1. Sign Ticket
   The next screen allows the customer to sign off on the pickup, with the option to send a copy of the signed Ticket to one or more recipients. See “Electronically Sign a Document in Service & Rental Mobile” for more information.
   
   Once the customer has signed off on the Ticket, tap “Complete Ticket” to change the Ticket’s status to In Progress. You can now drive the Assets to the Ticket’s Destination Address.

At the Destination Address

1. Start Unloading Assets
   Scroll down to the bottom of the Ticket Details page and tap the “Unload Assets” button to change the Ticket’s status to Unloading.
2. Unload Assets
   Proceed with unloading Assets. The process for unloading Assets is the same as for loading them; see steps 3-4 above for more information.
3. Finish Unloading
   Once you have finished unloading Assets, tap “Ticket Complete” to finish.