Booking Activity

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 Booking Activity: Real-Time Audit, Job Requests & Confirmation

OctopusPro’s Booking Activity turns every job card into a mini control-centre: one glance shows when the booking was created, scheduled, invoiced, paid, and completed, with tick-marks for each milestone—plus job‑request and confirmation logs—under one tab. Similar activity-timeline views in leading CRMs and field-service suites prove that a visual audit trail lifts administrator productivity and shortens billing cycles.

1. What is the Activity panel?

  • History – a chronological, read‑only audit of every action on the booking: creation, schedule changes, status updates, financial milestones, internal notes, and fieldworker comments.

  • Job Requests – shows the status of job invitations sent to fieldworkers when automatic or manual assignment is used. Empty bookings display the inline message “No Job Requests Submitted.”

  • Job Confirmation – tracks whether the appointment has been confirmed with both the fieldworker and the customer. An empty state reads “No Appointments Confirmed.”

Why it matters

Benefit How it helps
Single source of truth Admins no longer dig through emails or SMS logs—every interaction lives here.
Faster follow‑up A quick scan of History highlights missing payments, un‑sent invoices, or un‑resolved issues.
Audit ready Time‑stamped entries show who did what, on which device, and when.

2. Where to find Activity

  1. Navigate Bookings › All Bookings (or Upcoming / Past).

  2. Click the booking reference to open the job card.

  3. Select the Activity tab on the top navigation bar.

  4. Toggle between History, Job Requests, or Job Confirmation as needed.

Tip: Use the browser search (Cmd/Ctrl + F) while on History to jump to key events—e.g., “Invoiced” or “Completed”.

3. Inline actions in History

Action Typical use‑case Result
Schedule Visit Customer asks to move the date Opens the Edit‑Booking form pre‑filled with current data.
Send Invoice Work finished, ready to bill Generates and emails the PDF without leaving the page.
Add Payment Fieldworker collects cash onsite Opens Add‑Payment screen with booking pre‑selected.
Edit Status Mark as Completed or On‑Hold Updates status and triggers linked automations.

These shortcuts cut navigation clicks and mirror the “action‑in‑context” pattern used by best‑practice field‑service software.

4. Empty‑state messages (Job Requests & Job Confirmation)

Empty screens educate new staff about next steps:

  • No Job Requests Submitted – reminder that no invitations have been sent. Send a request or assign directly.

  • No Appointments Confirmed – prompt to confirm with customer and fieldworker a few days before the job.

Each message includes a short explanation so dispatch knows why the space is blank and what to do.

5. Real‑world examples

Industry Activity win
HVAC Dispatcher spots that Invoiced is missing in History; clicks Send Invoice before the tech leaves site.
Cleaning Four repeat bookings show Schedule Visit pending; bulk‑edit dates in seconds to keep the calendar accurate.
Property management Auditor scans History to prove a leak repair was completed and paid before bond release.

6. Key benefits recap

  • 40 % faster billing when invoices are sent directly from Activity.

  • Fewer errors thanks to visible gaps (e.g., missing payment tick).

  • Full audit trail for ISO and client‑contract requirements.

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