Bookings & scheduling

Complete or reopen a booking

Update a booking as work starts, completes or needs to return to active scheduling.

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Booking status keeps the office and field team aligned on whether work is planned, active or complete.

Steps

  1. Open Jobs & Scheduling > Bookings / Jobs and select the booking.
  2. Review the customer, property, schedule and assigned workforce details.
  3. Use Start Job when work begins and Stop and Complete Job when the required work is finished.
  4. Use Reopen only when completed work needs to return to active management.

What happens next

The updated status is reflected in the booking workspace and is available to the related operational workflows.

Complete with the right record

Review the customer, property, assigned workforce and completion information before completing work. Reopen only when a completed booking genuinely needs active management again, because later reports and downstream workflows may use the booking status.

See booking status and allocation, job records and recurring bookings.

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