Bookings organise the operational work your team will perform for a customer.
Before you begin
A booking requires a customer and property. You can also start a booking from an accepted quote when that route is available in your workflow.
How to create a booking
- Open Jobs / bookings.
- Select Create Booking.
- Select the customer and required property.
- Choose whether the work is One-off or Recurring.
- Add the booking details, schedule information and any crew or employee assignments that are ready.
- Select Save Draft or Create Booking.
What happens next
The booking appears in the Jobs / bookings workspace and can be opened to manage operational details as work progresses.