How do I create a booking?
Fill in the job details, select the date using the calendar (or ensure you use the DD/MM/YYYY format), Type in the address, the map will automatically locate the address so you can check if it looks correct, then click “Create Booking”
Now your booking will show on the calendar.
How do I send the invoice to a client?
Click on the link for the invoice you would like to send, check the details are correct. Click Approve. And now click Email, check and edit the message if you wish and press send.
How do I edit a booking?
View Calendar – and click on the booking, then edit.
List Bookings – click on edit.
Search Bookings – enter the name or part of the name of the company and search.
Once you have located it, click into it, then click edit – and here you can edit the details and click Update Booking
How do I delete a booking?
When I edit a booking, does it edit the invoice?
How do I return to the home page
How do I create a new user?
What is “Update Contact Info?”
What is the Back up email for?
What is “Use Base Address”?
What are the different permission levels?
Organisation Admin: Can also add users