Guide on How Add and Modify Leases in Hauling Software


The Lease Administration portion of the software allows you to easily add/modify lease information as well as set pricing.


Viewing Lease Administration


1. Select the Main Menu 

2. Expand the System Administration

3. Select Admin Home


4. Select Lease from the table





Adding a New Lease in Hauling Software


To add a New Lease

1.  Select the Add Lease Button


2. Fill out the relevant information fields

3. Select Save Changes





Modifying a Lease in Hauling Software

 

1. Find the Lease you wish to modify

2. Select the Edit button for that Lease


3. Change the relevant information

4. Select the Save Button





Setting A Lease to Inactive


1. Find Lease you wish to set as Inactive

2. Select the Edit button for that Lease 


3. Choose Inactive from the Status Drop-Down Menu

4. Select the Save Changes button




Viewing Inactive Leases


1. Select Inactive Only from the Drop-Down at the top left corner




Set Pricing for Lease in Lease Administration


1. Find the Lease you wish to modify

2. Select the $Pricing button for that Lease


3. Fill out the desired pricing for different services and assets

4. Select Save Pricing Button



Adding Tanks To Lease


1. Find the Lease you wish to modify

2. Select the Tanks button for that Lease



3. Select Tank from Available Tanks Drop-Down Menu


4. Add Optional Take Name

5. Select the Add Tank button




Removing or Changing the name of a Tank on a Lease


1. Find the Lease you wish to modify

2. Select the Tanks button for that Lease

 

3. To Change the name of a Tank change the name in the Tank Name field

4. Select the Save Changes button


5. To Remove Tank Select the Remove button in the Action column



Add an External Identifier to a Lease


1. Find the Lease you wish to modify

2. Select the Tanks button for that Lease


3. Enter External Identifier for Lease

4. Select Save Changes




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All information provided is for software products produced by CantrellJackson.com