The Bookings Tab on the Job Details page provides a streamlined way to schedule, edit, and manage job bookings. This feature allows you to efficiently assign tasks, set schedules, and make updates, all while ensuring your team has the necessary details to complete their jobs effectively.
Key Features:
- Flexible Scheduling: Assign jobs for specific dates and times or set them to repeat over multiple days.
- Team Assignments: Quickly allocate jobs to one or more users with just a few clicks.
- Customizable Notes: Add specific booking notes to provide team members with all the essential information they need, accessible via the Mobile App.
- Easy Modifications: Edit or cancel bookings directly from the Bookings Tab for real-time updates.
The Bookings Tab simplifies scheduling by integrating directly with the Scheduler, ensuring that all updates are immediately reflected. Whether you're booking a single job or coordinating multi-day tasks, Ascora's intuitive interface ensures that your team stays organized and informed.
- Create a New Booking: Input job details, assign users, and set schedules effortlessly.
- Edit Existing Bookings: Modify dates, times, or assigned users with ease.
- Cancel Bookings: Remove or reschedule jobs while maintaining clear records of changes.
Create a New Booking
1.ย Click on the Bookings Tab on the Job Details and then click the +New button.
2.ย The Create Booking pop-up window will display.ย ย Create a booking by entering the applicable details.
- Chose a Date to book the Job
- Select Start and End Times to set the duration of the Job booking
- Include a Time Window (if required)
- The Repeat for Days field allows you to book the Job to repeat over consecutive days. For example, by entering the value โ3โ, the Job will be booked on the booking date as well as the following two days โ with the same start and end times and assigned Users.
- Assign the Job to one or more Users by clicking in the Assigned To box and choosing the desired User from the list. To assign more than one User, click the box again and repeat the process
- Add Booking Notes if required. These will be viewable on the Mobile App
When you are ready, click the Save button.ย The booking details will now show under the Bookings Tab on the Job Details and the Job will show on the Scheduler as per the details you have entered for the Booking.
Edit a Job Booking
Under the Bookings Tab on the Job Details, click the Edit button for the Booking you wish to edit.ย The Edit Booking pop-up window will display.
Edit the Booking Details as required then click the Save button.
Cancel a Job Booking
Under the Bookings Tab on the Job Card, click the Cancel button for the Booking you wish to cancel then click theย OK button to confirm the Booking cancellation.
