Bookings within Client Portal

This article goes through the bookings section viewable in the Client portal

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Written by Shenai
Updated over a week ago

The Booking tab allows you to see bookings in a daily, calender of list view. These different options are available in the tabs at the top of the page. By default, the bookings board will be displayed. This bookings board shows you all relevant bookings taking place that day.

To expand this view and access more of the booking details, click on the tile and select Details button.

Overview

The Overview tab includes booking information such as the start, finish and straight-to-site time, address and location notes.

Client Information refers to your company details relating to the booking, such as site contacts and the booking requester, and purchase order numbers and billing codes.

Booking requirements outline all of the resources required for this booking, including people, vehicles and equipment.

Dockets

The Dockets tab displays all the works dockets submitted by the workers on this booking.

Each docket includes the workers' total hours breakdown, any physical docket number or billing reference number, the date for the invoice to be billed from, and the signatures of the workers and site contacts.

You can generate a PDF file of the booking's work dockets by simply clicking on the PDF button in the top right corner of the panel. This will generate the PDF and open it in a new browser tab.

Notes

The Notes tab includes a list of note entries that are relevant to the booking.

Documents

The Documents tab includes a list of files that are relevant to the booking. Simply click the Download button to download a copy of the document.

Forms

The Forms tab includes a list of form submissions completed by workers on-site. These usually include pre-start checklists, signage and equipment checks, SWMS reports etc.

Simply click the Download button to download a copy of the form submission.

To open a form submission in the side panel, click on the arrow in the first column of the row.

Permits

The Permits tab includes a list of Permit requirements for this booking as well as any permits which have been attached.

To open a Permit requirement in the side panel, click on the arrow in the first column of the row. The permit details, validity status and any available documents will be shown in the side panel if there is a Permit attached.

Print

Click the last tab 'Print' to generate a PDF version of all the booking details listed

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