Book a job to a team member

Put a job on someone's calendar so it shows on their phone under My Jobs.

Overview

A booking puts a job on the calendar against a team member or a piece of equipment, at a set time. In the Scheduler you drag the job from the Jobs list onto the calendar. On the Mobile app you use Create Booking. Either way, the job appears in the team member’s My Jobs.

The Scheduler calendar, with a row for each team member and piece of equipment, and the Jobs list beside it

Step by step: book a job in the Scheduler

Click Scheduler in the header to open the calendar.
Use the arrows or today above the calendar to show the day you want.
Find the job in the Jobs list.
Drag the job onto the team member’s row, at the time the work starts.

The booking appears on the calendar in the job’s status colour. It lasts one hour to begin with.

Changing a booking

Move it. Drag the booking along the row to change the time, or onto another row to give it to someone else.
Make it longer or shorter. Drag the end of the booking. Times snap to 15 minutes.
Remove it. Right-click the booking and click Remove Booking.

A booking on the calendar with its right-click menu open, showing Get Help, Add Time Entry and Remove Booking — Right-click a booking for Add Time Entry and Remove Booking.

Booking from the Mobile app

The Create Booking screen on a phone, with Select Job, Select User and Start Time above the Create Booking button

Step by step: book a job on the Mobile app

Tap CREATE BOOKING FOR USER on the home screen.
Choose the job in Select Job.
Choose the team member in Select User.
Set the Start Time.
Tap Create Booking.
Tap OK on Booking Created.

Create Booking is also in the side menu. Select Job lists the jobs that are not yet complete. A booking made here lasts one hour, and shows on the Scheduler calendar too.

What the team member sees

My Jobs on a phone, listing the day's bookings with job number, job name, times and customer

The job appears in the team member’s My Jobs on the Mobile app. Current lists today’s and upcoming bookings, grouped by day. Past lists earlier ones. Each booking shows the job number, the job name, the booked times, the customer, the job details and the contact. Tapping a booking opens the job.

Good to know

Bookings made on the phone

A booking made on the Mobile app shows a person icon on the Scheduler calendar. You cannot drag it to a new time or person from the Scheduler.

More than one team member

To send two people to the same job, drag it onto each of their rows. In My Jobs, a people icon on a booking means someone else is booked to the job too, and a tool icon means equipment is.