How to create a booking
Click on Bookings in the left sidebar
Select +New on the top toolbar
This will open up a new booking page
Enter the Client and Project related information, as well as the main contacts for the booking site.
The highlighted areas are mandatory
5. Enter the booking start time and also enter the time that your employees need to meet at the depot if it is different.
The booking will automatically create an approximate end time 8hours after the start of shift
6. Set the Location
You're able to move the location marker to make it more accurate or add notes about the location.
In this section, you have the option to add Mobile Works
7. Enter the booking requirements.
These are linked to the rate schedule you have linked to your client or project, so if you need to add an item that you cannot see on the requirements list you can click the toggle show all items but they will not have a rate to invoice out.
8. Click Create.
From there the booking will go into an unconfirmed status where you can add resources or change the booking if need be.
Adding Resources to your 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 a booking
Select the booking
Click Details
Select Resources on the top tab bar
Add the resources you require
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.