Rentlz – Booking Workflow Overview

This article outlines the end-to-end booking process in MoveInSync Rentlz, including vehicle selection, approval checks, vendor allocation, and trip sheet generation. It is applicable for both admins and firm members creating bookings from the web or mobile platform.

1. Booking Creation

Bookings can be initiated by:

• Admins

• Firm Members (Employees)

Both the web platform and mobile app support booking creation.
Admins can additionally perform bulk booking creation for efficient planning.

-> Guest Booking Workflow 

-> Rentlz Bulk Booking

2. Vehicle Type Selection

During the booking process, the system displays available vehicle types. These are filtered based on:

• Designation-based vehicle eligibility (if this configuration is enabled)

This ensures only appropriate vehicle categories are available for the booking requestor based on their role or grade.

-> Designation-Based Vehicle Allocation (DBVA) 

3. Marshal Requirement Check

The system automatically checks whether a marshal is required, based on:

• Whether the pickup time falls within defined dark hours

• Gender-based rules (e.g., bookings involving female employees during dark hours)

If the marshal criteria are met, the system enables the marshal requirement automatically.
If not, the booker has the option to enable it manually via a toggle during booking creation.

-> Rentlz Marshal Feature 

4. Booking Submission and Approval Workflow

Once the booking is submitted:

• The system checks if approval is required based on organizational policies.

• If approval is required, the booking enters a pending state until it is approved.

• If approval is not required, the booking proceeds to the next step without delay.

-> Approval Workflow – Rentlz Bookings

5. Vendor Allocation

The booking is then assigned to a vendor. This can happen in two ways:

Automatic Vendor Allocation

If auto-allocation is configured, the system assigns the vendor based on availability and allocation rules.

Manual Vendor Allocation

If auto-allocation is disabled, admins must assign a vendor manually.

-> What is Auto Vendor Allocation (AVA)?

-> How to Configure Auto Vendor Allocation (AVA) 

-> AVA Flavours: Distribution Models in Auto Vendor Allocation

6. Vendor Acceptance

Once a vendor is assigned:

• The vendor can accept or reject the booking.

• If rejected, the system notifies the admin for reassignment.

• If accepted, the vendor proceeds to assign a cab and driver.

-> Vendor Manager Guide - Rentlz 

7. Cab and Driver Assignment

After accepting the booking, the vendor assigns:

• A vehicle (cab)

• A driver

A trip sheet is generated and pushed to the driver through the appropriate driver application.

8. Trip Sheet Push to Driver App

The system determines the appropriate driver application based on the type of cab and vendor setup.

9. Merge Booking Functionality

To optimize vehicle usage and reduce costs, the system supports merge bookings. Compatible bookings with overlapping locations or time windows can be merged to share the same cab.

-> Merge Booking Feature

Supported Access and Actions