When should cross-hire stock be confirmed - before or after quoting?

Before. Cross-hire availability should be confirmed with the supplier before the kit list is finalized in the customer quote. Booking without confirmed availability creates scheduling risk: if the supplier cannot fulfill on the event date, you either scramble for an alternative or let the customer down. Availability confirmation costs nothing; a failed job costs far more.

How should consumables be recorded against a hire job?

Either at actuals - recording each consumable item used and its cost - or at a standard cost rate per event type, reviewed quarterly. Consumables treated as overhead inflate overhead figures and hide their true cost per job. At 15-20 events per month, even a modest per-event consumable cost compounds to $500-$1,200 per month in unrecovered expense.

What is the correct way to handle kit damage discovered after return?

Photograph the damage before moving the item from the return area. Issue a same-day written notice to the customer citing the specific item, the pre-dispatch condition record (A/B/C grade), and the damage observed on return. Do not wait until invoicing to raise it. Same-day notification with photographic evidence is far stronger than a damage charge added to an invoice days later.

← All workflows

Workflow Scenario

Audio-Visual - Managing an AV Equipment Hire Job

8 steps. Kit in, invoice out.

Step by step

Booking ConfirmationJobs

Create the job record immediately on written booking confirmation. Record customer name, event date, venue, access time, breakdown time, and client technical requirements. Assign the job number to all subsequent documents.

Kit List and Cross-Hire IdentificationWorks Orders

Build the kit list per technical discipline. Identify cross-hire items and confirm supplier availability before finalizing the list or communicating kit availability to the customer.

Cross-Hire Purchase OrdersPurchase Orders

Raise one PO per cross-hire supplier. State the event date prominently. Get written booking confirmation from the supplier before treating kit as secured. Apply 20-35% margin to cross-hire costs in the customer price.

Pre-Dispatch Kit PrepeForms App

Grade each item A, B, or C. Record serial numbers for high-value items on a prep sheet. Obtain warehouse supervisor sign-off. Photograph any pre-existing damage on C-grade items.

DispatchDelivery Notes

Count all items against the prep sheet before loading. Brief the lead technician with the serial number list and condition records. Send a dispatch confirmation to the customer.

Show-Day AdditionsWhatsApp

Manage additions through a single on-site client liaison. Record each addition in writing with the customer's name and agreed charge before the work proceeds. No verbal-only confirmations.

Kit Return and Condition CheckeForms App

Check each item against the prep sheet before the vehicle leaves. Compare return condition against pre-dispatch grade. Photograph new damage and issue same-day written notice to the customer for chargeable items.

Cost Reconciliation and InvoiceInvoices

Match cross-hire invoices to POs. Record consumables and burdened prep/derig labor. Add show-day additions at confirmed rates. Issue the final invoice the same day reconciliation is complete.

What this workflow solves

Cross-hire costs arrive without matching purchase orders, making it impossible to verify the agreed rate or reconcile the supplier invoice before paying.

Prep and derig labor and consumables are treated as overhead rather than job costs, so margin is invisible until the job has already lost money.

Show-day additions are recorded informally or not at all, meaning several hundred dollars of billable work disappears between the event and the invoice.

Frequently asked questions

See it live

Want to see this workflow in Zigaflow?

Book a demo and we'll run through your exact process live.

Book a free demo →Build your own workflow

Related workflows

Operations

AV - Corporate Conferencing Room Installation

How to manage a corporate AV conferencing room project from site survey through design approval, hardware procurement, first and second fix installation, commissioning, and client sign-off.

View workflow →

Operations

AV - Digital Signage Supply and Installation

Covers the full workflow for a digital signage project: from enquiry and site survey through hardware procurement, on-site installation, CMS setup, and signed commissioning handover. Keeps delivery dates, kit lists, and sign-off in one place.

View workflow →

Operations

AV Dry Hire Kit Dispatch and Return

Covers the end-to-end process for an AV hire business managing dry hire kit - from deposit collection and kit prep through signed dispatch, return inspection, damage resolution, and final invoicing.

View workflow →

Workflow Builder

Got a different workflow?

Describe your process in plain English and we'll map it to Zigaflow in seconds.

Build my workflow →