Got a customer who called, texted, or walked up? You can book a unit for them yourself instead of waiting for them to go through your listing. From the Bookings page, click Create Booking.
Filling out the booking
- Pick the trailer. Units on maintenance can't be selected.
- Set the dates and times. The total auto-calculates from the unit's rates (including any multi-day discount), and you can override the amount. Add a security deposit if you take one.
- Add the customer. Search your existing renters and past contacts to autofill, or type a new name, email, and phone. An email is required to send a payment link.
- Add internal notes if you need them (pickup spot, special instructions).
Choose how they pay
- Generate Payment Link — creates a Stripe checkout link you can copy, preview, or share with the customer. They pay online with a card. (Requires a customer email.)
- Record Manual / Cash Booking — confirms the booking immediately with no online payment. Use this for cash, check, or any payment you collect outside Patriot Hauls.
Good to know: Card payments run through your own connected Stripe account. A manual/cash booking just records that the booking is paid — Patriot Hauls doesn't move any money for it.
Get the agreement signed
After the booking is created, you'll see a rental agreement link on the success screen. No account is needed for the customer to sign — you can:
- Sign on this device — hand the customer your phone or tablet.
- Text to customer — send the link by SMS (requires a connected messaging integration and a phone number on file).
- Copy the link and send it however you like.
Click Create Another Booking to start a fresh one.
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Still need help? Tap the Support button inside your dashboard.