Book a Job from the Schedule

Follow the steps below to book a Job from the Schedule:

1. Navigate to the Schedule View containing the Resource(s) you wish to book
2. Locate the Resource you wish to book on the left, and click the name of the Resource
3. A small pop-up will appear in the top right of the screen, showing the Resources you have selected
4. Add further Resources (including from other Views) until the pop-up has everything you need for the Job
5. Check the Services in the pop-up are correct, and if required change them by clicking the Service name and choosing the new Service (Resources will be Booked doing their Default Services as standard)
6. Click Proceed on the pop-up or click on the correct date marker at the top of the Schedule
7. The Job booking pop-up will open
8. Always select the Project first as this completes some fields for you, and there may be default working hours
9. Complete the remaining Job details and choose the correct start and end date/time
10. Check the correct Quote is selected
11. Click Book
12. If there are any conflicts, you will be alerted and have the option to cancel or go ahead with the Booking
13. The Job is now Booked