Track a repair or a service job
Book a device or a vehicle in, record the parts you use, bill it and collect payment on one record.
6 min read
Jobs, projects and production
Take appointments and bookings
One calendar of who is coming, when, and which member of staff is taking it.
4 min readUpdated
All help articles
Bookings is a plan feature. If your sidebar does not show it, your plan does not carry it: open Billing and Subscription, then Change plan, and the screen names the plan that includes it. The pricing page compares all four plans.
- Bookings in the sidebar, then Add Booking.
- Choose the Warehouse and the Customer. Both are required.
- Choose the Employee taking it, and the Service. Choosing a service fills in the price, and you can change it.
- Set the Start Date and End Date. Both are required and the end has to be at or after the start.
- Set the Status and add a Note, then press Save.
A booking is Booked, Waiting, Completed or Cancelled. Booked is the default.
The screen has two tabs. Calendar shows one month at a time, and choosing a day shows what is booked on it. List shows everything in a date range, and it opens on the next 90 days so you see what is coming up. Change From and To to look further back or further ahead.
If the member of staff already has a booking over that time you are told so, and nothing stops you saving both. Check before you do.
That check only looks at the bookings currently on screen, so it can miss a clash in another month. If you are booking far ahead, look at the month first.
A booking holds a time slot and nothing else. It does not reserve stock, even when you choose a service that has a price.
Read next
Plan work into projects and tasks
Group work that runs to a deadline, put staff on it, and break it into tasks.
4 min read
Turn ingredients into finished goods
Write a recipe, run a production, and the two things about this module you need to know before you rely on it.
6 min read
Did this not solve it?
Open a support ticket from inside your dashboard and the whole conversation stays on one page. If you are not signed in yet, use the contact form.