Getting Started
Bookings will allow you to schedule resources like equipment, people, or vehicles. This guide explains how to create bookings and add resources. Bookings also provide warnings for conflicts, such as when resources are unavailable or when there are insufficient resources for a job, helping you avoid scheduling issues.
How to Create a Booking
Click on Bookings on the sidebar
Select +New
Fill in Client, Project and Site Contacts
Select the Booking Start Time and enter the Depot Meeting Time (time that your employees need to meet at the depot) if its different to start time.
The booking will automatically create an approximate end time.
6. Set the Main Address of the booking- Move the Marker for an accurate location
(You can also Add notes about the location. In this section, you have the option to add Mobile Works)
7. Enter Booking Requirements (rate items) needed for the booking
8. Click Create
Adding Resources to Booking
Depending on your booking requirements, you will need to add resources to your bookings. A resource can be a person, vehicle or piece of equipment. You need to choose your resource from the list of available resources to add them to a booking.
How to Add a Resource to Booking
Select the Booking
Click Details
Select the Resources tab
Add the Resources you require (People, Vehicles, Equipment etc.)
If you have a vehicle, make sure you choose a driver.
Warnings will appear if you apply people, vehicles or equipment that are unsuitable for the booking.
How to Create a Hire Booking
Hire bookings are a type of booking that typically extends for long periods of time, usually with only equipment and/or vehicles onsite. This is used in conjunction with Tasks to assign staff to appropriate actions throughout the booking period.
Note: once a Booking has been made a Hire Booking it cannot be reversed.
Click on Bookings on the sidebar
Select +New
Fill in Client, Project and Site Contacts
Under the Booking Type section select 'Hire Booking'
Select if you will apply a Booking Template (Optional)
Click Create
