Submit Support Ticket CenPOS Status

Frequently Asked Questions

Ensure there are rates assigned to the asset and that the First Available Date listed on the Item Detail page is prior to the date you’re trying to rent it out.

You can only cancel an agreement if there have been no billing events and the agreement has not been started. You will need to delete any billing events then clear out any return dates and switch to start mode so you can use the Override button to Revert to Not Started.

For non-serialized assets, click on the red or blue square for the date you are trying to rent the asset. It will show you what rental agreement it is on that is preventing it from being rented.

For serialized assets, click on the blue box to the left of the colored squares that says “Details” to see the detailed 28 day view. From here you can click on the colored squares to see details of where it is.

If the rental agreement is already closed, ensure there isn’t a dispatch activity that the asset is on that doesn’t have an Actual Dropoff Date. This means the system is waiting for the asset to be dropped off and doesn’t think the asset is back in the shop and available to be rented.

Prepayments should only be used with POS, not recurring. If you’d like a customer to pay ahead of time for a recurring billing contract, you should just use the bill ahead billing mode instead.

Ensure you have the Metered Hours attribute set up on each of your assets you’d like to keep track of. On the menu on the left, click Reports -> Rental Asset -> Attr.Assign.Report(Exp). Filter by the Metered Hours attribute. The Default Value column will be the value entered the last time the asset was checked in after a rental.

If you don’t need the credit or refund to reflect in integraRental, the easiest way would simply be issuing the credit in QuickBooks.

If you want to refund a prepayment, simply click Add and type in the amount you’d like to refund with a “-” in front of the amount.

If you’d like the refund to appear on the invoice/contract, create a Service or a Product and title it something appropriate. Add it to the agreement and put in a quantity of -1. For the price, type in the amount you’d like to credit or refund.

Navigation

Getting Started
Rental Agreements & POS Sales
Service Repair
Dispatch
Waitlist, Currently on Rent & Going Out
Billing

1. Getting Started

1-1 Step 1 First Sign In & New User Setup.

1-2 Step 2 Connecting with your ERP/Accounting solution

First Sign In & New User Setup..

  Your Adoption manager will email you your URL, username and password.

You will be asked to change your password the first time you login.  For more information, please click the link to view the video. 

Video Link: https://vimeo.com/682975997/1630429504

Connect integraRental to QuickBooks Online

The first thing you need to do is connect integraRental to QuickBooks using the QuickBooks Online Account. Then run the initial sync for customers and items. For more information, please click the link to view the video.   

*****NOTE:  After connecting to QuickBooks Online, DO NOT connect integraRental to any other QuickBooks Online account/company without coordinating with integraSoft Support FIRST!  Failure to do so can cause data integrity issues and any efforts to remediate the issue will be billable to the user.*****

 Installing QuickBooks Desktop Web Connector

Connect integraRental to QuickBooks Online

The first thing you need to do is connect integraRental to QuickBooks using the QuickBooks Online Account. Then run the initial sync for customers and items. For more information, please click the link to view the video.   

*****NOTE:  After connecting to QuickBooks Online, DO NOT connect integraRental to any other QuickBooks Online account/company without coordinating with integraSoft Support FIRST!  Failure to do so can cause data integrity issues and any efforts to remediate the issue will be billable to the user.***** 

Connect & Sync with QuickBooks Online 

Setting up Tax Rates

QUICKBOOKS ONLINE:

QuickBooks online has a New and an Old tax rate feature.  The new tax rate feature uses the Bill To or Ship To address to figure out what the correct tax rate should be.  The old tax rate feature requires the user to enter the necessary tax rates that they wish to then assign to transactions.  If you are using the NEW tax rate feature, please continue to follow the steps outlined in the video linked below.  If you are using the OLD tax rate feature, please let your integraRental Project Manager know this so the necessary settings and training info can be provided.  Tax Rate Setup – QuickBooks Online Version

QUICKBOOKS DESKTOP: QuickBooks Desktop requires users to setup individual Tax Rate Items for any tax rates that will be assigned to a transaction.  The tax rates must first be setup in QuickBooks, and then once the QuickBooks Web Connector has been run to synchronize the data, the tax rates will then be viewable and selectable in integraRental. Tax Rate Setup – QuickBooks Desktop Version

 

 

1-3 Step 3 Setup a Cash Customer and Location

1-4 Step 4 System Settings, Rental Agreement Setup & Setting up Service Items

Setup a Cash customer

As part of the minimum setup of integraRental you will need to identify a “Default Cash Customer”.  This QuickBooks customer record can be used for true cash sales where the customer information does not need to be captured, such as a sale of product in a Point-Of-Sale environment.  The default cash customer is also engaged when you want to capture the renting customer’s information in integraRental, but not necessarily setup an account for them in your QuickBooks records.  If you do not have a cash customer in QuickBooks, you will want to add one, typically using your company address and phone number as defaults. 

Setup Locations

The rental “Location” represents the location and address where your rental assets reside when not on rent.  To complete the setup of the Location you will need at least one Tax Rate from the same state, and you will want to have identified or added your “Cash Customer”.  Follow the steps in the video linked below to complete the Location setup. Location add/edit

System Settings

In the System Settings, you will configure the settings that will control billing and system preferences. 

For more information, please click the link to view the video.  Integra Rental System Settings

Rental Agreement Setup

In integraRental, you can add your company logo and configure the terms and conditions.  For more information, please click the link to view the video. 

Video Link: Rental Agreement Setup

Service Items

When you need to add additional fees to a rental agreement, you will use Service Items that represents tasks such as Delivery and Pickup or any additional fees.  

For more information, please click the link to view the video. 

Video Link: Service Item Setup

1-5 Step 5 Setting Up Assets

1-6 Step 6 Creating and Starting Rental Agreements

Import Worksheet

Link to download the asset template Rental Asset Info Template – With Hours

Serialized and Non Serialized Assets

There are two types of assets: Serialized and Non-Serialized.  The setup is different for each, it is recommended that you watch both videos before you begin setting up assets in the system. You will need to know how to setup both serialized and non-serialized assets in the future as you add assets to your company.  If you have a large list of rental assets, contact your integraRental project manager.  They will provide a template for you to enter your assets to be imported.  For more information, please click the link to view the video. 

Serialized Asset Setup

Non Serialized Asset Setup

Live training session 1. Schedule a meeting with your adoption manager!

Before creating your first rental agreement, the integraRental project manager will review the setup you completed. To understand the workflow for creating and starting rental agreements, please watch the videos. get an understanding of the workflow for creating, starting the agreement, returning rental assets, and closing the agreement. 

Creating agreement with a serialized asset

 

Creating an agreement with Non Serialized Asset

1-7 Step 7 BILLING & CLOSING RENTAL AGREEMENTS

1-8 Step 7 Dispatch and Mobile

Live training session 2. Scheduled please reach out to your adoption manager!

The process for returning assets and closing the rental agreements for both POS Billing and Reoccurring Billing are discussed in the video links below. Reoccurring billing is used for agreements that will be billed to the customer throughout the life of the contract, for example monthly billing.  The POS Billing workflow is used when the customer is billed either at the start of the agreement or in full at the end of the contract. 

For more information, please click the link to view the video. 

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Returning & Closing an agreement part 1

Returning & Closing an agreement part 2

Billing modes and payment methods

Billing rental agreement for recurring billing

Billing rental agreements for POS billing

Item 1

Brand Protection

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Contacts

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Customers

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Table Setups

Bank Tender Types

Bank Tender Types Intro (Video)
https://x.com/integra_rental?lang=en&mx=2http://www.vimeo.com/video

Customer Cash Discounts

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Customer Classes

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Customer Groups

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Customer Rewards

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Customer Ship Via Options

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Customer Terms

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Customer Types

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Sales Tax Rates-1: State

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Sales Tax Rates-2: County

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Sales Tax Rates-3: City

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SalesRep Names

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SalesRep Territories

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Supplementary Setups

Setup

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Adjustments

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Other Tools

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Special Functions

Setup

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Adjustments

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Other Tools

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Item 2

Brand Protection

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Contacts

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customers

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Table Setups

Bank Tender Types

Bank Tender Types Intro (Video)
https://x.com/integra_rental?lang=en&mx=2http://www.vimeo.com/video

Customer Cash Discounts

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Classes

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Groups

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Rewards

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Ship Via Options

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Terms

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Customer Types

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Sales Tax Rates-1: State

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Sales Tax Rates-2: County

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Sales Tax Rates-3: City

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SalesRep Names

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SalesRep Territories

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Supplementary Setups

Setup

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Adjustments

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Other Tools

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Special Functions

Setup

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Adjustments

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Other Tools

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Item 3

Brand Protection

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Contacts

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Customers

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Table Setups

Bank Tender Types

Bank Tender Types Intro (Video)
https://x.com/integra_rental?lang=en&mx=2http://www.vimeo.com/video

Customer Cash Discounts

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Classes

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Customer Groups

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Customer Rewards

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Ship Via Options

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Terms

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Customer Types

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Sales Tax Rates-1: State

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Sales Tax Rates-2: County

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Sales Tax Rates-3: City

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

SalesRep Names

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SalesRep Territories

Lorem ipsum dolor sit amet, consectetur adipisicing elit. Optio, neque qui velit. Magni dolorum quidem ipsam eligendi, totam, facilis laudantium cum accusamus ullam voluptatibus commodi numquam, error, est. Ea, consequatur.

Supplementary Setups

Setup

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Adjustments

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Other Tools

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Special Functions

Setup

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Adjustments

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Other Tools

Brand Protection

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Management

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

Templates

Within this section you will find videos, documents, and guides on Brand Protection. If you need any additional assistance, contact integraSoft Support by clicking HERE.

 

2. Rental Agreements and POS Sales

2-1 New Reservation

2-2 Rentals

Item 1

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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2-3 Return

2-4 POS Sale

Item 1

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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3. Service Repair

2-1 Unavbl Assets in Maint

2-2 Service Ticket Search

Item 1

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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2-3 Serv. Ticker Search by PO

2-4 New Service Ticket (Cust)

Item 1

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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4. Dispatch

[Section 2-1]

[Section 2-2]

Item 1

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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[Section 2-3]

[Section 2-4]

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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5. Wait list, Currently on Rent & Going out

[Section 2-1]

[Section 2-2]

Item 1

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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[Section 2-3]

[Section 2-4]

Item 1

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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6. Billing

[Section 2-1]

[Section 2-2]

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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[Section 2-3]

[Section 2-4]

Item 1

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Item 2

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Item 3

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Item 1

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Item 2

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Item 3

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