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.

The delivery order form is a worksheet. It's what you fill out when gathering information about your customer. This information will be used to file in your database for customer profiles and used the following year to send out postcard reminders for the customer's upcoming birthday party. It's a good idea to have these preprinted to fill in, then flip over the original to print a computer generated map on the other side, that way the delivery person has all the information with him or her when doing the actual delivery. Although most of the information on this form is self explanatory, after the address and zip code of the customer there is an area that asks for surface information. This is asking what type of surface the unit will be placed on (IE: gravel, grass, dirt, concrete) and will tell your driver if they need extra sandbags or tarps. (Always follow the manufacturer's instructions when setting up inflatables) Whether or not you decide to use this template for your order forms always get 2 phone numbers. If you're delivering to a park make sure you get a cell number. It will help you avoid confusion and frustration when there was a miss-communication during the information gathering process regarding the Park Ramada number or time. The following is an excerpt from a rental book it is a brief synopsis of the information in the order form and will help you organize your day at a glance; weekdays don't necessarily require the listing of all the units since it will be rare that you completely book all your weekday slots. (Halloween, even when it falls on a weekday will generally book up, Forth of July as well.)

Saturday July 11

The flow chart is used to look at your day in brief and easily see where you need to be if you are delivering or where your truck s are if you are at the office and a customer calls looking for his jump. A flow chart will at a glance tell you where you are and where you are going next. Use different colored highlighters to distinguish between different routes. For example: use green to show which jumps Tom is delivering and yellow to highlight Greg's deliveries. Have a flow chart for every drive and a master copy for the office. On the flow charts for the drivers, only highlight their route.

You will need to become familiar with your area. When filling out the flow chart direct drivers by using familiar landmarks and major crossroads so they have an idea of where the next inflatable is being delivered and how much time they have in between deliveries. As you become more familiar with the distances and areas you will be able to plan your deliveries in closer sequence. For example if Big Park is 2 blocks from FDR school you might want to put those deliveries on the same truck unless Happy Town is a distance away, then you would need to have them on separate trucks.

The rental agreement form is a two part, and the most important form you have. It is the disclaimer that relieves you of any responsibility if anything should happen. Of course, your attorney would remind you that no contract is worth the paper it's written on and every contract signed could be contested in court. However, it is vitally important you have that document signed because without it you won't have protection.