TODAY'S ACTION BOARD
Today
Today
Cars, needs, receipt cleanup, active rentals, pickups/returns, and customer warnings in one place.
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Inventory
Available cars and needs reset daily at 7 AM. OOS stays until marked picked up.
Available cars
OOS
Inventory Needs
Weekly Truck Rentals
Active box-truck rentals with billing on file. Billing details stay hidden until you reveal them.
Completed · all trucks returned
Truck history · returned, breakdowns & swaps
Store logins & codes
Shared store logins for the Budget truck system. Visible to anyone with CRM access — don't reuse these passwords elsewhere.
Completed · history
TRUCK MAINTENANCE
Add maintenance
TRUCK RESERVATION
Add reservation
SCAN RESERVATIONS SCREEN
Import from Budget screen
Confirmation numbers starting 0000549 or 0000591 are skipped automatically. Review the rows below, fix anything OCR missed, then import.
STORE LOGIN
Add login
Supplies
Supply and cleaning requests by Deptford, Lawnside, and Mickleton.
Resources
Forms stores need on hand — open to print, download, or email to a customer.
Store Handoff
Notes by store for the current operating day. Older notes archive automatically after 10:00 AM.
Notes set for a later date
Recent handoff notes
Ops digest
Sends the same reservations · OOS · coverage digest that goes out at 6 AM to the admin inbox.
Out of service
Emails just the out-of-service list to the admin inbox — forward it to Corporate.
Customer emails to review
Review-request and win-back emails drafted for customers. Approve to send (goes out within ~2 minutes); dismiss to skip.
Status overview
Rental brands
Customer value
Rental activity
Top customers
Top accounts
Upcoming rentals
Revenue by day / brand / location
By day
By brand
By out location
Month & year to date
Daily digest
Portal alerts
Associate activity
Daily inventory history & audit
Data cleanup tools
Recover deleted rentals
Deleted rentals stay recoverable here for 7 days.
Merge duplicate customers
Move rental
Merge duplicate rentals
Finds a manual Upcoming rental paired with its imported receipt (matched by reservation #, RA#, or same customer + overlapping dates) and merges them into one. The duplicate is soft-deleted (recoverable 7 days).
Merge duplicate customers
Scan for customers that share a phone number or the same name. Review each match and merge when you're sure — rental history and flags move to the survivor (kept), the duplicate is deleted.
Fix receipt RA / location / brand
Bulk cleanup
Use carefully — these actions update live portal data.
Export data
One-way routes
Activity log
INSPECTION
New inspection
PRIVATE · ADMIN ONLY