YR Rental โ€” Process Diagrams & Design Docs

Handi-Ramp ยท Zoho CRM yard ramp rental process documentation

Full State Reference
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Full Workflow State NEW
Comprehensive reference: all 3 systems (Genius ERP / Zoho / Google Sheet), step-by-step process flows, all Zoho fields, all Deluge code verbatim, fleet snapshots, BOL design spec, bugs, and open decisions.
2026-06-23 ยท All sources consolidated
Process Flows
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Process Diagrams
Step-by-step flows for Initial Rental Order and Monthly Rental Charge. Shows every human step and every automation trigger side-by-side.
2026-03-26
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Pickup Scenarios
All three pickup types: Standard 30-Day, Customer Hard Date, and Extended Stay. Field-level detail on Notification of Contract End, Pickup Type, Pickup Required By, and Rental Pickup Requested Date.
2026-03-19
Architecture & Model
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Full Tracking Model
Two-tier SO structure, auto-calculated rental status categories, CEO priority reports, Google Sheet โ†’ Zoho field mapping, fleet location and the freight equation (direct re-rental vs. hub return).
2026-03-19
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Equipment & Sales Order Architecture
How YR Equipment records and Sales Orders link together. Order types (Initial vs. Monthly), automation rules overview, and how the Zoho pieces fit.
2026-03-19