<?xml version="1.0" encoding="UTF-8"?><oembed><type>video</type><version>1.0</version><html>&lt;iframe src=&quot;https://www.loom.com/embed/f69946dd7e7e42e1821d0b9ffa5cdca3&quot; frameborder=&quot;0&quot; width=&quot;3022&quot; height=&quot;2266&quot; webkitallowfullscreen mozallowfullscreen allowfullscreen&gt;&lt;/iframe&gt;</html><height>2266</height><width>3022</width><provider_name>Loom</provider_name><provider_url>https://www.loom.com</provider_url><thumbnail_height>2266</thumbnail_height><thumbnail_width>3022</thumbnail_width><thumbnail_url>https://cdn.loom.com/sessions/thumbnails/f69946dd7e7e42e1821d0b9ffa5cdca3-461845775f39025d.gif</thumbnail_url><duration>758.526</duration><title>Converting a Quote to a Contract + Tracking Assets</title><description>This Loom explains how to convert a rental quote into a contract and track what changes in both order status and physical equipment availability. It starts with a quote for a 40-foot rough terrain scissor lift and a 6-inch wood chipper, where line items show physical status as quote and nothing is held, meaning others can still book units such as one available in Baton Rouge with nothing reserved. After converting to reservation, the items become reserved and unassigned, and once an asset is assigned, Moab only shows units available at that branch, excluding those on rent, in repair, or assigned to other orders. Converting to contract changes the tag to Contract and keeps the signature status signed, but dates, rates, and even branch and customer remain editable; once on rent, billing locks in and changes only apply going forward, while availability then moves through assigned, on truck, delivery, on rent, off rent, and on return. </description></oembed>