Book a Job from the Schedule

Resources can be booked onto a Job directly from the Schedule. When a Resource is selected, they're added to a booking pop-up along with their Default Services, which can be added to, changed or removed before the Job is booked.

To book a Job from the Schedule:

1. Navigate to the Schedule View containing the Resource(s) you wish to book
2. Click the name of the Resource on the left - a small pop-up will appear in the top right of the screen, showing the Resources you have selected and their Default Services
3. Add further Resources (including from other Views) until the pop-up has the Resources required for the Job
4. Double-check the Services shown next to each Resource are correct, and click to add, change or remove them if needed*
5. Click Proceed on the pop-up, or click on the correct date marker at the top of the Schedule, and the Job booking pop-up will open
6. Select the Project first, as this will auto-complete some fields for you and there may be default working hours
7. Complete the Job Type, Status and any remaining details, and check the start and end date/time are correct
8. Check the correct Quote is selected
9. Click Book - if there are any conflicts, you will be alerted and have the option to cancel or go ahead with the Booking

*To add, change or remove a Service before booking:

Resources are booked doing their Default Services as standard (see Choose Default Service on a Resource). If a Resource has more than one Default Service, all of them will be added to the booking. If a Resource has no Default Service, [...] will show next to their name instead.

1. In the booking pop-up, click the Service code/name shown next to the Resource's name, or click [...] if no Service is shown
2. The Services list will open, showing all Services on the Resource's Services list, with Default Services marked [DEFAULT]
3. Click the blue Service code/name to add it to the booking, or click it again to remove it
4. Click Close
5. Check the pop-up now shows the correct Services, then continue booking as normal

Please Note:

• Only click the blue Service code/name in the Services list - the icons in the Action column change the Resource record itself, not just this booking:
  • Red X - deletes the Service from the Resource's Services list altogether
  • Green tick - sets or removes the Service as a Default Service on the Resource
• Under each Resource's name in the pop-up, their current Contract dates are shown (e.g. 03-Aug-26 > ??? where the Contract has no end date). If a Resource has no current Contract, NO CONTRACT will show in red instead