Step 21: Your first real day
One rental walks the same path every time, and each stage has one screen that owns it.
Start the morning on Today's Hub
Four counters: Total, Upcoming, On water, Overdue. Click any of them to filter. Search by name, phone or boat, or use the QR button to scan a customer's booking straight open.
Anything already returned or completed counts in Total and in none of the other three.
The order page answers questions
Expand a booking and click Open order.
| Where | What it tells you |
|---|---|
| Pipeline bar | Which stage the rental is at |
| Renters & Waivers | Every guest, checked in or still pending |
| Payment card | What is owed and paid. Show order breakdown for the lines |
| Activity | Every charge and refund, in order |
| The ... menu | Reschedule, send email, cancel items |
Getting them out
Rundown Board.
- Work the Rundown Ready column. Click Check In and run the condition form for each unit: fuel, photos, notes, signature. Those two minutes settle an argument three weeks later.
- The card moves to Rundown In Progress.
- Click On Lake when they actually leave.
The return time is recalculated from the actual departure, keeping the duration they paid for. A party that gets away forty minutes late is due back forty minutes later. Pressing it early takes that time off them.
While one staff member has a rundown open, the card is flagged and the button greys out for everybody else, so two people cannot run the same boat.
Getting them back
Return Board.
- Find the party under On Lake and log fuel on each unit with Add Gas. That is what moves it to Returned. If your location does not run fuel, you get Move to Returned instead.
- Under Returned, click Check Out to open Complete Checkout.
- Enter Employee Name, which is required, then answer the damage question. Yes opens the damage record with photos.
- With several units, every asset chip must be green before the order closes.
Navboard > Filters > Overdue Only finds anybody who should have been back by now.
The first week
- Watch the dashboard daily for failed payments, unsigned waivers and unassigned bookings.
- Check payment failures. A declined card on a future booking is recoverable for days, and invisible if nobody looks.
- Read your daily flash.
- Reconcile your first payout against the ledger.
- Ask your staff what is slow. The fixes are usually settings, not training.
You are done when
You have taken one real booking from arrival to complete checkout, and the money on the order page matches what you collected.