What On Site means
A job moves to On Site when the driver confirms delivery. From this point:- Equipment is at the customer’s location and being used
- The rental clock is officially running for billing purposes
- The customer’s portal shows the rental as Active
- Inventory is locked — you cannot start a Pick & Scan for any of these assets on another job
Monitoring active jobs
The Jobs board shows all On Site jobs in a single column. From the dashboard, the Active Jobs widget gives you a quick count and a list of the next jobs to return. Useful actions during On Site:- Add a note — record any customer call or issue. Notes are timestamped and signed.
- Attach a document — photos of the setup, signed delivery manifest, or any incident report.
- Extend the job — if the customer wants to keep the equipment longer. Read below.
- Generate an interim invoice — for long jobs spanning multiple billing periods (see Recurring Invoices).
Extending a job
Customers sometimes ask to extend the rental. To extend:1
Open the job
Make sure it’s in On Site stage.
2
Click 'Extend Job'
Find this in the ••• menu at the top right.
3
Set the new end date
JingjaiOps shows the additional days/weeks and the additional cost based on existing line item rates.
4
Save
The job’s end date is updated. The associated invoice is regenerated to include the extra duration. The customer portal updates.
What clients see in their portal during an active job
The customer’s portal during an On Site job shows:
Customers can’t change anything from their portal during On Site. They can view, download, and contact you. Any changes (extensions, additions) come back to your team.
Marking the job for return
When the rental period ends (or the customer is ready earlier), click Mark Returning on the job. This:- Moves the job to Returning stage.
- Notifies the assigned driver / pickup crew.
- Updates the customer portal to Picking up.
- Opens the Return & Inspect tab in preparation for items coming back.