This book will provide you with some basic forms to organize your day to day business. However, some industry related software programs have been designed to enable you to track everything from the usage of your jumpers through when to reschedule a re-contact. You can do all of this by hand, but the programs will do it much more accurately and efficiently. Software programs are designed to show you what is working and what isn't. If you intend to purchase software you won't need the following forms.
Forms are an important component when running a business. They structure your conversation and keep you focused. All the forms listed in this book are vital to each different segment of the rental process which should flow something like this:
1. Call: The customer will initially call you for pricing and availability. You will check your rental book to see what is available.
2. Reserve: Reserve the inflatable as requested by the customer and fill out a delivery order form with the customer's information; after the call transfer that same information to your rental book.
3. Verify: The Wednesday before the weekend call the customers scheduled in your rental book and verify the order.
4. Chart: It will be necessary to map your delivery days' activities by scheduling your deliveries on a flow chart . (Thursday is a good day to fill out paperwork for the weekend. Print a map on the back of the delivery order form, so that the driver has a copy of your original agreement. Fill out completely, the rental agreement form. Staple the delivery order form map side up to the rental agreement form. Put the forms in order to deliver in the metal ledger with a copy of the flow chart visible on the other side.
5. Deliver: Deliver the jump on time; have a customer sign a Rental agreement form, and provide them with a copy.
6. Pickup: Pickup and clean the unit in a timely manner. Thank your customer.
7. Remind: Re-contact the customer the following year with their information provided on your delivery order form.
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