What is the difference between Rental Ticket and Field Ticket? What type of ticket should I use?
Rental Ticket (RT)
The main purpose – to move the equipment between your shop and client’s location (where the equipment is actually delivered), AND to start and finish the rental period. The date of the document reflects a moment of time when the equipment has been moved from one location to another one. “Deployed Date” – start and end of the rental period. The date of a deployment/return will be included in the rental period.
Field Ticket (FT)
The main purpose – to provide a service to the customer.
Features – you are able to track the equipment and transportation objects (trucks, trailers) that is used in the service provision. Also, you can track Field and Service Technicians service time which can be used for payroll purposes or hourly billing to the customer.
Note that FT is a one day document (for a specific date). If you provide the same services during a week, let’s say, you need to create a new FT for each day. To speed up the process just copy the previous FT (press F9 on the keyboard) and change the date of the ticket.
Simple use case as an example of combining RT and FT in one job.
Assume you’ve been requested to deliver a Light Tower (LT) to the customer’s location. For delivery, you charge by MILES as well as Service Technicians work by HOURS to setup and fixing the equipment. And driver utilizes the trailer to get this LT delivered.
So, you generate an RT with LT to move the equipment in the system and start the rental period.
Next, you generate FT where you indicate the Delivery service (by MILES), select the trailer that is used for that delivery, assign Service Tech to perform the job so he is able now tracking his time at the site.
As a resume, the main difference between RT and FT:
RT – moves the equipment in the system, starts/ends rental period;
FT – does NOT move any equipment and does NOT count rental days, allows tracking service equipment/tools and transportation, track crew members service time.
If you don’t need to track time and service equipment, you can use Rental Tickets only which allows you to add services (e.g. Delivery, Setup, Service calls, etc.) as well.