Industry Specific Workflows
Car Hire Workflow
In the car rental industry, having a streamlined workflow process is crucial for ensuring smooth transactions and customer satisfaction. Below is an e...
Waste Removal
In the waste removal industry, efficient management of item setup and invoicing processes is essential for seamless operations. This document provides...
Mobility Hire and Sales Workflow in HirePOS (and Xero)
This document outlines a particular Hire and Sales workflow for use with Mobility Hire, Rental, Sales and Service companies using HirePOS. This workfl...
Forklift Hire/Sales/Service Workflows
Set up a 'Service Fee' generic item for invoicing. This item should be set as 'Non-Stock' in configuration and should be on a non-hire item type ...
Example Workflow: Quote/Reservation/Booking/Invoice with Mandatory Deposits
Navigate to Sales/Hire > Customer Overview . Select the customer, then click New Quote . Add the desired item(s) and details to the quote. Email the...