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Repair and Rental

The full Movement Action sequence for a Repair & Rental claim type. The client gets a rental vehicle and has their own vehicle collected for repair, so the CC Workflow handles both handovers in one visit. Once the job is On Hire, three actions become available depending on what's needed next.


Hire Status → Flow​

Hire StatusEntry PointFlow
PendingBook New Job Pickup → Update New Job PickupCC Workflow
On HireBook Loan Car Swap → Update Loan Car SwapLoan Car Swap Workflow (optional)
On HireBook Rental Only Pickup → Update Rental Only PickupRental Only Pick-Up Flow (optional, early rental collection)
On HireBook DeliveryDelivery Workflow — Path A (combined client hand-back + rental collection)
On HireBook Client Vehicle DeliveryDelivery Workflow — Path B (client hand-back only, after Rental Only Pick-Up)

1. CC Workflow — Hire Status == Pending​

Both the rental handover and the client vehicle pick-up happen in this one workflow.

Hire Status == Pending
│
▼
Book New Job Pickup
│
▼
Update New Job Pickup
│
▼
Rental Vehicle Inspection
│
▼
Add Fuel Receipt
│
▼
Accident Detail Confirmation
│
▼
Authority to Act
│
▼
Rental Vehicle Drop-Off with Client
│
▼
Client Vehicle Pick-Up
│
▼
Add Fuel Receipt
│
▼
Client Vehicle Drop-off Location
│
▼
WORKFLOW COMPLETED ⚠

1.1 Book New Job Pickup — Reserve Vehicle V1 form​

The Book New Job Pickup step opens the Reserve Vehicle V1 form.

FieldRequired
Preferred Language
Collection Details✅
Assign the Claim to (Claims Consultant)✅
Rental Vehicle
Delivery Fee Structure
Unreserve Rental Vehicle (checkbox)
Rental Drop Off Date-Time✅
Is customer's vehicle being repaired or a total loss?✅
Movement Duration✅
Drop Off Address
Same person who is assigned to the Claim (checkbox)
Drop Off Driver✅
Chase Driver
Notes

Booking Details

Field
Booking Coordinator
Driver
2nd Driver
Validator
Tow Operator
Booking Email

Baby Seat

Field
Is a baby seat required?

1.2 Update New Job Pickup form​

FieldRequired
File Number
Assign the Claim to (Claims Consultant)
Rental Vehicle
Delivery Fee Structure
Rental Drop Off Date-Time
Movement Duration✅
Reason For Towing
Drop Off Address
Same person who is assigned to the Claim (checkbox)
Drop Off Driver
Chase Driver
Notes

1.3 Rental Vehicle Inspection​

See the Rental Vehicle Inspection V1 form used in the CC Workflow.

1.4 Add Fuel Receipt — Add Fuel Receipt V1 form​

Do you want to add fuel receipt?
│
├── Yes ──► Related Hire
│ Upload Receipt
│ Fuel Amount (Inc GST)
│ Payment Method
│ Notes
│
└── No
FieldRequired
Do you want to add fuel receipt?✅
Related Hire (shown if Yes)✅
Upload Receipt (shown if Yes)✅
Fuel Amount (Inc GST) (shown if Yes)✅
Payment Method (shown if Yes)✅
Notes (shown if Yes)

1.5 Accident Detail Confirmation​

Opens the Accident Detail Confirmation V1 form — shared across most Movement Action claim types, documented on its own page under Forms.

1.6 Authority to Act​

See Authority to Act V1 for the full field reference.

1.7 Rental Vehicle Drop-Off with Client​

See Rental Vehicle Drop-Off With Client for the full field reference.

1.8 Client Vehicle Pick-Up​

See Client Vehicle Pick-Up for the full field reference.

1.9 Add Fuel Receipt — Add Fuel Receipt V1 form​

Do you want to add fuel receipt?
│
├── Yes ──► Related Hire
│ Upload Receipt
│ Fuel Amount (Inc GST)
│ Payment Method
│ Notes
│
└── No
FieldRequired
Do you want to add fuel receipt?✅
Related Hire (shown if Yes)✅
Upload Receipt (shown if Yes)✅
Fuel Amount (Inc GST) (shown if Yes)✅
Payment Method (shown if Yes)✅
Notes (shown if Yes)

1.10 Client Vehicle Drop-off Location​

See Client Vehicle Drop-off Location for the full field reference.


2. Loan Car Swap Workflow — Hire Status == On Hire (optional)​

Hire Status == On Hire
│
▼
Book Loan Car Swap
│
▼
Update Loan Car Swap
│
▼
Rental Vehicle Inspection
│
▼
Add Fuel Receipt
│
▼
Pick-Up Rental Vehicle
│
▼
Rental Vehicle Drop-off with Client
│
▼
Add Fuel Receipt
│
▼
Rental Vehicle Drop-Off Location
│
▼
WORKFLOW COMPLETED ⚠

2.1 Book Loan Car Swap​

See Book Loan Car Swap for the full field reference.

2.2 Update Loan Car Swap​

Same form page as above — see Book Loan Car Swap § Update Loan Car Swap.

2.3 Rental Vehicle Inspection​

See Rental Vehicle Inspection (Loan Car Swap) for the full field reference.

2.4 Add Fuel Receipt — Add Fuel Receipt V1 form​

Do you want to add fuel receipt?
│
├── Yes ──► Related Hire
│ Upload Receipt
│ Fuel Amount (Inc GST)
│ Payment Method
│ Notes
│
└── No
FieldRequired
Do you want to add fuel receipt?✅
Related Hire (shown if Yes)✅
Upload Receipt (shown if Yes)✅
Fuel Amount (Inc GST) (shown if Yes)✅
Payment Method (shown if Yes)✅
Notes (shown if Yes)

2.5 Pick-Up Rental Vehicle​

See Pick-Up Rental Vehicle for the full field reference.

2.6 Rental Vehicle Drop-off with Client​

See Rental Drop Off With Client V1 for the full field reference — distinct from the Rental Vehicle Drop-Off With Client form used in the Delivery Workflow.

2.7 Add Fuel Receipt — Add Fuel Receipt V1 form​

Do you want to add fuel receipt?
│
├── Yes ──► Related Hire
│ Upload Receipt
│ Fuel Amount (Inc GST)
│ Payment Method
│ Notes
│
└── No
FieldRequired
Do you want to add fuel receipt?✅
Related Hire (shown if Yes)✅
Upload Receipt (shown if Yes)✅
Fuel Amount (Inc GST) (shown if Yes)✅
Payment Method (shown if Yes)✅
Notes (shown if Yes)

2.8 Rental Vehicle Drop-Off Location​

See Rental Vehicle Dropping Location V1 for the full field reference.


3. Rental Only Pick-Up Flow — Hire Status == On Hire (optional, early)​

Collects just the rental vehicle from the client, ahead of the full delivery. Doesn't close the job — Hire Status stays On Hire once this finishes, and once the rental vehicle is dropped at HQ, the Book Client Vehicle Delivery button becomes available for the client-vehicle half.

Hire Status == On Hire
│
▼
Book Rental Only Pickup
│
▼
Update Rental Only Pickup
│
▼
Pick-Up Rental Vehicle
│
▼
Add Fuel Receipt
│
▼
Rental Vehicle Drop-Off Location
│
▼
Hire Status remains On Hire

3.1 Book Rental Only Pickup​

See Book Return Form V1 for the full field reference.

3.2 Update Rental Only Pickup​

Same form as above — Book Return Form V1.

3.3 Pick-Up Rental Vehicle​

See Pick-Up Rental Vehicle for the full field reference.

3.4 Add Fuel Receipt — Add Fuel Receipt V1 form​

Do you want to add fuel receipt?
│
├── Yes ──► Related Hire
│ Upload Receipt
│ Fuel Amount (Inc GST)
│ Payment Method
│ Notes
│
└── No
FieldRequired
Do you want to add fuel receipt?✅
Related Hire (shown if Yes)✅
Upload Receipt (shown if Yes)✅
Fuel Amount (Inc GST) (shown if Yes)✅
Payment Method (shown if Yes)✅
Notes (shown if Yes)

3.5 Rental Vehicle Drop-Off Location​

See Rental Vehicle Dropping Location V1 for the full field reference.


4. Delivery Workflow — Hire Status == On Hire​

The Delivery Workflow only closes the job (Hire Status → Off Hire) once the client vehicle itself has been signed off — it runs one of two ways depending on whether the rental vehicle was already collected via the Rental Only Pick-Up Flow.

Path A — Book Delivery (combined): rental vehicle not yet collected, so the driver hands back the client vehicle and picks up the rental vehicle in the same visit.

Hire Status == On Hire
│
▼
Book Delivery
│
▼
Update Delivery
│
▼
Vehicle Inspection
│
▼
Add Fuel Receipt
│
▼
Client Vehicle Condition Sign-Off
│
▼
Pick-Up Rental Vehicle
│
▼
Add Fuel Receipt
│
▼
Rental Vehicle Drop-Off Location
│
▼
WORKFLOW COMPLETED ⚠ (Hire Status → Off Hire)

Path B — Book Client Vehicle Delivery (rental already collected): the Rental Only Pick-Up Flow already ran, so this visit only needs to hand back the client vehicle.

Hire Status == On Hire
(Rental Only Pick-Up already completed)
│
▼
Book Client Vehicle Delivery
│
▼
Update Client Vehicle Delivery
│
▼
Vehicle Inspection
│
▼
Add Fuel Receipt
│
▼
Client Vehicle Condition Sign-Off
│
▼
WORKFLOW COMPLETED ⚠ (Hire Status → Off Hire)

Path A — Book Delivery (combined)​

4.1 Book Delivery​

See Book Return Form V1 for the full field reference.

4.2 Update Delivery​

Same form as above — Book Return Form V1.

4.3 Vehicle Inspection​

See Vehicle Inspection V1 for the full field reference — this inspects the client's vehicle, not the rental.

4.4 Add Fuel Receipt — Add Fuel Receipt V1 form​

Do you want to add fuel receipt?
│
├── Yes ──► Related Hire
│ Upload Receipt
│ Fuel Amount (Inc GST)
│ Payment Method
│ Notes
│
└── No
FieldRequired
Do you want to add fuel receipt?✅
Related Hire (shown if Yes)✅
Upload Receipt (shown if Yes)✅
Fuel Amount (Inc GST) (shown if Yes)✅
Payment Method (shown if Yes)✅
Notes (shown if Yes)

4.5 Client Vehicle Condition Sign-Off​

See Client Vehicle Sign-Off V1 for the full field reference.

4.6 Pick-Up Rental Vehicle​

See Pick-Up Rental Vehicle for the full field reference.

4.7 Add Fuel Receipt — Add Fuel Receipt V1 form​

Do you want to add fuel receipt?
│
├── Yes ──► Related Hire
│ Upload Receipt
│ Fuel Amount (Inc GST)
│ Payment Method
│ Notes
│
└── No
FieldRequired
Do you want to add fuel receipt?✅
Related Hire (shown if Yes)✅
Upload Receipt (shown if Yes)✅
Fuel Amount (Inc GST) (shown if Yes)✅
Payment Method (shown if Yes)✅
Notes (shown if Yes)

4.8 Rental Vehicle Drop-Off Location​

See Rental Vehicle Dropping Location V1 for the full field reference.

Path B — Book Client Vehicle Delivery (rental already collected)​

Reuses several of the same forms as Path A above.

4.9 Book Client Vehicle Delivery​

See Book Return Form V1 for the full field reference.

4.10 Update Client Vehicle Delivery​

Same form as above — Book Return Form V1.

4.11 Vehicle Inspection​

See Vehicle Inspection V1 for the full field reference — this inspects the client's vehicle, not the rental.

4.12 Add Fuel Receipt — Add Fuel Receipt V1 form​

Do you want to add fuel receipt?
│
├── Yes ──► Related Hire
│ Upload Receipt
│ Fuel Amount (Inc GST)
│ Payment Method
│ Notes
│
└── No
FieldRequired
Do you want to add fuel receipt?✅
Related Hire (shown if Yes)✅
Upload Receipt (shown if Yes)✅
Fuel Amount (Inc GST) (shown if Yes)✅
Payment Method (shown if Yes)✅
Notes (shown if Yes)

4.13 Client Vehicle Condition Sign-Off​

See Client Vehicle Sign-Off V1 for the full field reference.


Button Availability After CC Workflow​

CC Workflow completed
│
▼
Hire Status = On Hire
│
├──► Book Loan Car Swap (optional — client wants a different rental)
├──► Book Rental Only Pickup (optional — collect just the rental early)
└──► Book Delivery (main path — hand back client vehicle + collect rental together)

If Book Rental Only Pickup runs first and completes:
│
▼
Hire Status stays On Hire
│
▼
Book Client Vehicle Delivery becomes available
(client-vehicle hand-back only — rental already collected)
│
▼
WORKFLOW COMPLETED ⚠ (Hire Status → Off Hire)

Hire Status only moves to Off Hire once the client vehicle itself has been delivered and signed off — collecting the rental vehicle alone (via Rental Only Pickup) never changes it off On Hire.


Full Repair and Rental Lifecycle​

Hire Status: Pending
│
▼
CC Workflow (rental handover + client vehicle pick-up)
│
▼
Hire Status: On Hire
│
├──► Loan Car Swap Workflow (as needed) ──► WORKFLOW COMPLETED
│
├──► Book Delivery (combined) ──► WORKFLOW COMPLETED, Hire Status: Off Hire
│
└──► Rental Only Pick-Up Flow (optional) ──► Hire Status stays On Hire
│
▼
Book Client Vehicle Delivery ──► WORKFLOW COMPLETED, Hire Status: Off Hire