Booking Activity: Timeline, Job Requests & Appointment Confirmation

Schedule a call

Schedule a call

Booking Activity: Timeline, Job Requests & Appointment Confirmation

The Booking Activity tab is your booking-level activity timeline and audit trail. It shows what happened on the job (booking), when it happened, and what still needs attention—so your office team can follow up faster, reduce admin back-and-forth, and keep every booking moving through to completion and payment.

Service Booking Activity Overview showing booking status timeline, booking info, actions menu, and financial transactions

Use Booking Activity to:

  • Review the full job timeline (created, scheduled, status updates, invoices, payments, refunds, cancellations).
  • Track job requests sent to fieldworkers (who was invited, who accepted/declined, and whether the job is assigned).
  • Confirm the appointment with both the customer and the fieldworker to reduce no-shows.
  • Take quick actions (reschedule, invoice, record payment, update status, send messages, and view related logs).

On this page

Where to find Booking Activity

  1. Go to Bookings (e.g., All Bookings, Upcoming, or Past).
  2. Open the booking by clicking the booking reference.
  3. Select the Activity tab.
  4. Switch between History, Job Requests, and Job Confirmation.

Tip: While viewing History, use Cmd/Ctrl + F to jump to keywords like “Invoice”, “Payment”, “Refund”, “Rescheduled”, “Cancelled”, or “Completed”.

What you’ll see in Booking Activity (at a glance)

Booking Activity is designed as a quick “health check” for a job. Depending on your workflow and enabled features, you may see:

1) Booking status & timeline

A visual snapshot of where the booking sits in your workflow (for example: Pending, Assigned, In Progress, Completed, or Cancelled). This helps you spot bookings that are stuck or missing a key step.

2) Booking info (key job details)
  • Customer details and service address
  • Service type (what’s being delivered)
  • Scheduled date/time
  • Assigned fieldworker(s)
  • Notes & attachments (job instructions, photos, PDFs, documents)
3) Financial transactions & actions

A quick view of billing progress—helpful for identifying missing invoices, outstanding balances, or follow-ups needed:

  • Invoicing (invoice created/sent/paid, where applicable)
  • Payments received (card/cash/bank transfer, depending on your setup)
  • Pending payments (if your workflow tracks pending or unpaid balances)
  • Refunds (when refunds are applied/approved, if enabled)
  • Discounts / coupons (when applied)
4) Actions menu (do more without leaving the booking)

Booking Activity typically provides quick actions so you can resolve issues immediately, such as:

  • Edit booking (update details, address, service items, notes, etc.)
  • Cancel booking (where permitted)
  • Reschedule (move date/time and update the calendar)
  • Send message / email (contact customer/fieldworker)
  • Generate service report (if enabled for your workflow)
  • View logs (jump to related history/communication logs)

History tab (timeline & audit trail)

The History tab is a chronological, read-only timeline of the most important booking events. It helps you quickly answer:

  • What changed?
  • When did it change?
  • What’s still missing (invoice, payment, confirmation, status update)?

Common items logged in History include:

  • Booking creation and initial scheduling
  • Reschedules and time/date changes
  • Status changes (e.g., Pending → In Progress → Completed)
  • Invoice actions (created/sent/updated, where applicable)
  • Payment events (recorded/updated, where applicable)
  • Refund events (when refunds are applied/approved, if enabled)
  • Notes and key updates that affect how the job is delivered

Quick actions from History: Depending on your permissions and enabled modules, you may see shortcuts such as Schedule/Reschedule, Send invoice, Add payment, or Edit status—so you can fix the gap immediately without leaving the booking.

Need a deeper change log? Use the booking audit report to see “who changed what and when” in more detail across bookings:

Booking History and Audit Log

Job Requests tab (dispatch invitations & assignment)

The Job Requests tab shows the dispatch history for the booking—especially useful when you send job invitations to one or more fieldworkers and need to track responses.

Use this tab to confirm:

  • Whether a job request was sent to fieldworkers
  • Who accepted or declined (depending on your dispatch settings)
  • Whether the booking is now assigned (and to whom)

Empty state you may see: “No Job Requests Submitted” appears when no invitations have been sent yet. This is a prompt to either send a job request or assign a fieldworker directly.

To learn how manual vs automatic dispatch works (including multi-invite workflows), see:

Service Request & Resource Allocation Workflow (Manual vs Automated Dispatch)

Job Confirmation tab (customer & fieldworker confirmation)

The Job Confirmation tab helps you confirm the appointment with both the customer and the fieldworker ahead of time—reducing no-shows, improving attendance, and preventing last-minute surprises (access issues, wrong timing, unavailable customer, etc.).

Empty state you may see: “No Appointments Confirmed” appears when confirmation hasn’t been recorded yet. This is a prompt to confirm with both parties (often a few days before the visit).

For confirmation workflows (email/SMS/WhatsApp), see:

Booking Confirmation Overview

Best practices

To stay updated, please subscribe to our YouTube channel.

Scroll to top