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- Managing Leads & Inquiries
- Adding Customer Inquiries
- Website Lead Capture Form
- Customer Portal Inquiry Form
- View Inquiry Details
- Edit Inquiry Details
- Deleting Inquiries
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- Booking Management
- Create a New Booking
- Managing Existing Bookings
- Edit Booking Details
- Repeat / Recurring Bookings
- Delete Bookings
- Export Booking as PDF
- Booking Timeline
- Booking History Log
- Fieldworker Availability Finder
- Nearby Bookings Locator for Proximity Scheduling
- Allocate Multiple Fieldworkers to Booking
- Fieldworker Payroll Management
- Manage Fieldworker Payment for Bookings
- Setting Fieldworker Payment Per Service
- Accept Booking Request On Behalf of Fieldworker
- Admin Approval for Fieldworker Changes
- Manual Push to Google Calendar
- Change Booking Owner
- Contact Fieldworker Regarding Booking
- Contacting Customer Regarding Booking
- Sending Emails for a Booking
- Pause/Resume automated emails
- Pause/Resume automated SMS
- Sending Booking Confirmation
- Service Reminder Automation
- Request Fieldworker Updates
- View Booking Discussion
- Add a comment to a booking discussion
- Add Complaint to a booking
- Adding Booking Attachments
- Adding Images to Bookings
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- Creating New Quotes
- Edit Quote Details
- Edit Quote Number
- Claiming Quote Ownership
- Export Quote PDF
- Deleting Quotes
- Manage Quote Follow Up Date
- Adding Issues / Complaints to a Quote
- Adding Labels to Quotes
- Adding Attachments to a Quote
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- Invoice & Billing Management
- View Invoice Details
- Edit Invoice Breakdown
- Change Invoice Number
- Convert Invoice to Draft
- Convert an Invoice to Void
- Claim Invoice Ownership
- Deleting Invoices
- Managing Fieldworkers
- Fieldworkers & Subworkers
- Fieldworker Industry Label
- Managing Fieldworkers Lists
- Fieldworker Booking Summary
- Fieldworker Activity Log
- Adding Fieldworkers
- Edit Fieldworker Details
- Update Fieldworker Profile
- Manage Fieldworker Profile
- Fieldworker Email Verification
- Fieldworker Active Services
- Fieldworker Service Areas
- Fieldworker Working Hours
- Manage Fieldworker Availability
- Fieldworker Bank Details
- Activate/Deactivate Fieldworkers
- Blocking / Unblocking Fieldworkers
- Contacting Fieldworkers
- Sending Emails to Fieldworkers
- Sending SMS to Fieldworkers
- Fieldworker Received SMS
- Sending Messages to Fieldworkers via App
- Sending Messages to Fieldworkers Regarding Booking
- Fieldworker SMS Log
- Fieldworker Email Log
- Fieldworker Payment Agreement
- Fieldworker Payment Per Service
- Fieldworker Service Commission
- Fieldworker Payroll Management
- Business Email Authentication
- Viewing company information
- Upload company logos
- Manage Trading Names
- Define Fieldworker Operational Locations
- Add an invoice logo
- API Integrations
- Google Calendar Integration
- Google Maps API integration
- Display Google Reviews
- Terms and Conditions
- Booking Location Types
- Fieldworker Industry label
- Managing Services Offering
- Creating a New Service
- Managing Service Categories
- Implement Bulk Discounts / Volume Pricing
- Geographical Pricing
- Creating a Service Package
- Managing Products List
- Creating Custom Fields
- Grouping Custom Fields
- Custom Field Types
- Short Text Input (Text Field)
- Long Text Input (Text Box)
- Date Selection Input
- Time Selection Input
- Increment/Decrement Button (+/-)
- On/Off Selector (Toggle)
- Single Choice Button Display (Button Group)
- Single Choice Selector (Radio button)
- Single Choice Selector (Dropdown)
- Single Selection List Option Field
- Multi-Option Selector (Checkbox)
- Multi-Option Checkbox Button (Checkbox)
- Signature Custom Field
- Booking Settings Configuration
- Fieldworker Job Assignment Methods
- Fieldworker Permissions
- Fieldworker Profile Fields
- Customer Profile Fields
- Customer Dependents / Properties
- Importing Customer Dependents
- Booking Status List
- Complaint / Issue Status List
- Issue / Complaint Types
- Lead Sources List
- Decline Job Request Form
- Property Type List
- Create and Manage Labels
- Creating Forms & Checklists
- Forms & Checklist Introduction
- Setting Up Forms & Checklists
- Forms & Checklists Usage
- Forms & Checklists Fields Types/Elements
- Forms & Checklists: Use Cases
Add a starting number for your bookings, estimates, invoices, and inquiries
If you are a new company and you don’t have any previous customers or bookings; and you don’t want the first booking in your company to appear to your customers as BOK-1. Therefore, you can add a starting number for your bookings, estimates, invoices, and inquires. To do so:
- Go to ‘Settings’, click on ‘General Settings’.
- Select ‘Booking Settings’.
- Click on ‘Starting number’ page.
- Enter the number you want your bookings, estimates, invoices and inquiries to start with
- Press ‘Save’.
If you choose 400, for example, as the starting number for your bookings, then the first booking will be numbered BOK-400; and the second will be 40,2, and so on. This can encourage the customer to book with you when noticing the amount of previous bookings. If you put your starting booking number to 400 and you already had 13 bookings, for example, then the next booking will be 400+13: that is 413.
You have to be aware that you only can specify a starting number once in a lifetime to prevent future number duplication. So once you enter the starting number and save it you cannot change it after that.