CRM and Field Service

Start a rental quote from a CRM deal, and book delivery and collection as Field Service jobs.

On Professional and up, when your business also uses these apps. Turn them on in Settings > Ellibo apps.

Rental quotes from CRM deals

Turn on Show a "Rental quote" button on CRM deals. On a deal, Rental quote opens a new rental quote for the deal's customer. The quote is linked to the deal, so the deal shows it, and the order shows the deal.

Delivery and collection in Field Service

Turn on Book delivery and collection as Field Service jobs. Orders you deliver (Handover: We deliver) get Book delivery and Book collection buttons. The job goes to Field Service with the customer, the address and the time, for your drivers' phones, and its progress shows on the order.

Workflow rules

On Business, Settings > Workflow rules lets you add your own rules: when a rental is confirmed, picked up, returned, late or cancelled, send an alert, an email or a web call.