InflateMate operator worksheet

Quote intake worksheet

Get the details you need before you promise equipment, timing, or a price.

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Manual calculations. This worksheet does not calculate totals or validate your decisions. Entries are not transmitted or stored by this worksheet.

1. Capture the request

Inquiry / quote ID

Prepared by / date

Adult customer / organization

Email / phone

Event date / time zone

Event start / end

Event address / venue

On-site adult contact / phone

Requested items and quantities are preferences until availability and site requirements are reviewed.

Requested units, quantities, add-ons, and acceptable alternatives

2. Check the job

Delivery window requested

Pickup window requested

Site and access notes: surface, route, gates / stairs, loading restrictions, venue contact

Inventory availability checked for delivery through return, including turnaround time.Crew and vehicle capacity checked for both trips.Site information collected; unit-specific requirements and venue conditions flagged for review.

Still to confirm: requirement / person responsible / due date

3. Build the quote

Rental items subtotal

Delivery / pickup charge

Other agreed charges (describe)

Discount (subtract)

Applicable tax (verified separately)

Total quote

Total = rentals + delivery / pickup + other charges − discount + applicable tax. Avoid charging twice for services already included in a package. A deposit is part of the total, not an extra fee.

Deposit due / due date

Remaining balance / due date

Quote expiry

Reservation status / hold expiry

Describe exactly what the price includes and what remains unconfirmed.Give the customer the business’s current payment, cancellation, and weather policies.

Next action / owner / follow-up date

Internal planning aid. This worksheet is not a booking confirmation, contract, waiver, site approval, or substitute for manufacturer instructions and required inspections.