Creating a Booking

Bookings help you plan, organise and track upcoming work.

Every booking can be linked to a customer and, where applicable, connected to existing quotes or invoices. This helps keep work organised and ensures important information remains connected throughout the workflow.

What Is a Booking?

A booking represents a scheduled appointment, visit or piece of work.

Bookings can be used for:

• Installations

• Repairs

• Maintenance work

• Site surveys

• Customer visits

• General appointments

By scheduling work through bookings, you can clearly see upcoming commitments and manage your workload more effectively.

Creating a Booking

Bookings can be created directly from the Bookings section.

When creating a booking, information can include:

• Customer details

• Job title

• Date

• Start and end time

• Contact information

• Location

• Notes and special instructions

This information helps ensure everyone has the details they need before arriving on site.

Linking Existing Work

Bookings can be linked to existing quotes or invoices.

This helps keep related information together and provides a clearer history of work for both your business and your customers.

Booking Statuses

Bookings can be updated as work progresses.

Statuses help distinguish between upcoming work and completed appointments, making it easier to understand your schedule at a glance.

Reminders & Customer Communication

Booking reminders can be sent to customers before an appointment.

Reminders help reduce missed appointments and ensure customers have the information they need ahead of the visit.

Directions & Site Information

Booking records can contain site addresses, notes and additional instructions.

This makes it easier to access important information before travelling to a job.

Keeping Your Schedule Organised

Using bookings consistently helps provide a clear view of upcoming work and available capacity.

Combined with availability indicators, bookings help you understand your workload and avoid overbooking.