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EFE Onboarding and Standard Operating Procedures

EFE Onboarding and Standard Operating Procedures

Course Objective

This course prepares new employees at Everything Film Equipment to confidently perform core rental operations, including customer interaction, using Quipli, preparing orders, and handling pickups and returns. By the end of this course, learners will understand the full rental workflow, their responsibilities during each stage, and how to complete tasks accurately and professionally in a real work environment.

Completion Expectations

  • Must complete all modules in order

  • Must pass final quiz with 80% minimum score

  • Cannot begin solo shifts until completed

Responsible Danica Reed
Last Update 05/04/2026
Completion Time 1 hour 13 minutes
Members 2
Onboarding
  • Intro (empty)
    1Lessons · 3 min
    • Welcome to Everything Film Equipment!
  • The Workspace & Daily Flow (empty)
    4Lessons · 7 min
    • Opening
    • Closing
    • Workspace Standards & Cleaning Expectations
    • Staying Organized During a Shift
  • Customer Interaction Fundamentals (empty)
    5Lessons · 11 min
    • Greeting Customers & First Impressions
    • Managing Multiple Customers
    • Answering the Phone Professionally
    • Helping Customers Choose Gear
    • When to Ask for Help
  • Quipli Basics (Core System) (empty)
    4Lessons · 11 min
    • What Quipli Is and Why It Matters
    • Dashboard Overview
    • Orders vs Quotes
    • Customer Profiles
  • The Rental Workflow (empty)
    4Lessons · 12 min
    • Creating a Quote
    • Picking & Preparing Orders
    • The Pickup Process
    • Payment Basics
  • Returns & Equipment Responsibility (empty)
    4Lessons · 9 min
    • The Return Process
    • Checking Gear Condition
    • Handling Missing or Damaged Items
    • Customer Responsibility Overview
  • Rules, Policies & Escalation (empty)
    4Lessons · 10 min
    • ID & Rental Requirements
    • Basic Policies
    • When to Escalate to Management
    • Red Flags & Risk Awareness
  • Wrap-Up Knowledge Check (empty)
    1Lessons · 10 min
    • Wrap-Up Knowledge Check
      10 xp