The rental workflow
Every job in Flow runs the same spine: enquiry → project → quote → confirmation → prep → deploy → on site → return → close-out → invoice. This section walks that spine once, in order, in plain language — every module in the app hangs off one of these steps, and each chapter links into the detailed guides.
This page is scaffolded — the outline below is what it will cover. Progress is tracked in gearflow#959.
What this page will cover
- The spine, as one diagram — the project status at each step, and who typically does what (office vs warehouse)
- How a project's status drives everything else: what documents exist, what can still be edited, what the warehouse sees
- Where the money is at each step: quoted → confirmed → invoiced
The chapters
Chapter 1: Enquiry to project
A client wants gear on a date. Get it into the system before you forget it.
Chapter 2: Quote to confirmation
Price the job, send the quote, and lock it in when the client says yes.
Chapter 3: Prep and dispatch
The job hits the warehouse — pick it, prep it, scan it out the door.
Chapter 4: Returns and close-out
Gear comes home — scan it in, check its condition, chase what's missing.
Chapter 5: Invoicing and wrap-up
Turn the finished job into money — issue the invoice and reconcile it.