Bookings
Guides to assist you with bookings & managing the bookings board
By Traffio1 author18 articles
- Create a BookingLearn how to Create a Booking
- Booking Status WorkflowThis article explains the booking workflow
- Adding & Removing Resources on BookingsLearn how to search, filter and add People, Vehicles & Equipment to your 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
- Booking Rejection ReasonsInformation about the 'Booking Rejection Reasons' feature
- 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
Ongoing Bookings
Everything you need to know about setting up, managing, and updating recurring or ongoing bookings.
- 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