Bookings
Guides to assist you with bookings & managing the bookings board
Create a BookingLearn how to Create a Booking
Booking Status WorkflowThis article explains the booking work flow.
Adding Resources to a BookingLearn how to search, filter and add People, Vehicles & Equipment to your bookings
Removing Resources from a BookingRemove people, equipment and vehicles from bookings
Manually Confirming Person AvailabilityThis article shows you how to override and confirm availability
Changing Employee Start and Finish TimeThis article helps you set different start and finish times for a person a booking
Shift Configurations for EmployeesThis article will guide you through making changes to your employees configurations
Mobile WorksThis article explains how to use mobile works
Cloning and Creating Ongoing BookingsLearn how to clone bookings and create ongoing bookings
Making Changes To Ongoing BookingsThis article goes through applying changes to bookings within a booking series
Resending a Job RequestResend booking requests to your staff to prompt a quick response
Resending Booking Information to EmployeesThis article shows you how to resend booking details to an employee
Viewing Booking HistoryThis article shows you how to find your booking history
Viewing Archived and Past BookingsThis article shows you how to look up your past booking history
Filtering Booking by DistanceThis article explains how to ensure the system recognises the distance filter
How to Create a Quote in TraffioThis guide outlines the process of generating a quote from a booking within Traffio
Signing Off Job DocketsThis article teaches you how to approve and sign-off a job docket
Manually Creating Job DocketsThis article helps learn how to create a job docket manually
Sending Docket Sign Off Requests To ClientsLearn how the notification system lets client contacts remotely sign off on unsigned work dockets from the field