Default rental tasks are automatically added to every new rental quote, ensuring your team follows a consistent workflow for each booking.

How to Access

1. Go to Settings → Rentals → Tasks

Understanding Task Types

Each task has a type that determines how it behaves:

• Standard — A basic checklist item that can be marked complete
• Upload — Requires a document or photo upload before the task can be completed

Adding a Task

1. Click the + button in the top-right corner
2. In the modal that appears, enter the task name (e.g., "Verify driver's license", "Take vehicle photos")
3. Select the task type (Standard or Upload)
4. Click Add

The new task will appear at the bottom of the list.

Reordering Tasks

Tasks are displayed in the order your team should complete them. To reorder:

1. Press and hold on a task row (or click and hold for 200ms)
2. Drag the task to its new position in the list
3. Release to drop — the new order saves automatically

Removing a Task

1. Click the trash icon on the right side of the task row
2. Confirm the removal in the modal

Note: Changes to default tasks only affect new rentals. Existing rentals keep their current task list.