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
- 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
- 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