Booking Timeline

Booking Timeline

Track a bookings life cycle at a glance. Quickly view a jobs inquiry date, scheduled site-visit date(s), invoice sent date, payment date and job completion date. Know immediately what’s in progress and take direct action when needed. 

  1. View a booking timeline
  2. Booking timeline functionality
  3. Access from the mobile app

View a Booking Timeline

  1. Go to the Booking
  2. Select the menu icon at the right of the booking contact history tabs
  3. Select Timeline

Booking Timeline Functionality

The Booking Timeline not only enables you to view progress at each stage of a booking; when action is required, by selecting the following options you can also directly:

  • Schedule / Reschedule a Site Visit

 

  • Reassign/ Reschedule Fieldworkers
  • Confirm Fieldworker Acceptance

 

  • Add Customer Confirmation

 

  • Send Invoice
  • Add Payment

 

Access the Timeline via app (as Admin)

  1. Go to the Booking
  2. Select the menu icon at the right of the booking contact history tabs
  3. Select Timeline

 

Additional

If you are require a complete history of each step taken during the booking lifecycle, select History from the right of the booking contact history tabs. For more information click here.

 

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