Step 1:
Login into Mobiconnect with Owner/Admin credential and select your project.
https://www.mobiconnect.net/login
Step 2:
Navigate to Bookings page by Clicking “Jobs” from the main menu
Step 3:
Click on the ‘New’ button at the top right to open the New Booking form.[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”234″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” text_direction=”default” el_class=”custom-line-height”]Step 4:
On the New Booking Pop-up, fill all the details, attach any required documents and add notes if necessary.[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”235″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” text_direction=”default” el_class=”custom-info-box”]Info: Details Tab
- Click on ‘Select Customer’ and ‘Select Contractor’ to assign individuals to the booking.
- Enter a title for the booking.
- For multiple-day bookings, check the box for ‘Multiple day booking,’ and the system will display fields to select the start and expiry dates.
- For a single-day booking, specify the start date, start time, and duration.
- Check the box for ‘Allow before start time’ if the job can start earlier than scheduled.
- Choose the type of booking from the dropdown and select any parent jobs if applicable.
- Set the booking as recurring or not. If recurring, select one of the predefined recurring timelines.
- Choose if the job has pickup and delivery addresses from the dropdown.
Click on the ‘Add’ button and enter location details by entering the name and address. Choose and select other settings to create a new job[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”236″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”none” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” el_class=”custom-info-box” text_direction=”default”]Info : Add Location and Other Settings of Details Tab
- You can add multiple addresses by clicking on the ‘Add’ button again.
- Enter any relevant tags to further categorise the bookings.
- Choose if signatures are required for contractors and customers upon job completion and after receiving the job, respectively.
- Check the box if OTP is required for completion of the job.
- Check the box if following a fixed workflow is necessary.
- Choose to show a timer during the job if needed.
- Completion Forms: Select any forms that need to be completed upon job completion if linked.
Navigate to the ‘Attach Documents’ tab.[/vc_column_text][divider line_type=”No Line” custom_height=”15px”][image_with_animation image_url=”237″ image_size=”large” animation_type=”entrance” animation=”None” animation_movement_type=”transform_y” hover_animation=”none” alignment=”” border_radius=”10px” box_shadow=”small_depth” image_loading=”default” max_width=”100%” max_width_mobile=”default”][divider line_type=”No Line” custom_height=”15px”][vc_column_text css=”” el_class=”custom-info-box” text_direction=”default”]Info: Attachments
- Drag and drop files into the upload area or use the ‘Upload from desktop’ button to add documents.
- Click on ‘Add from Docs’ to include documents from connected storage or previous jobs.
- Click on ‘Forms’ to select any forms that need to be attached.
Navigate to the ‘Notes’ tab in New Booking Pop-up
Enter any notes and internal notes relevant to the booking for additional information.
- Click on ‘Save Draft’ to save the booking for later review.
- Click on ‘Create’ to activate the booking .
- Click on ‘Cancel’ to remove the booking without saving.