Create a Job on the Booking Site

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This article provides a comprehensive guide on how to create and manage jobs on the BigChange Booking Site, service you may provide to you customers, should you grant them access to the Booking Site.

Creating a New Job in the Booking Site

To create a new job via the Booking Site, follow these steps:

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  1. Log in to the Booking Site.
  2. Select "+ New booking". A form will open.
  3. Choose the type of job from the drop-down list.
  4. Choose an address from the drop-down list if the Contact has multiple locations.
  5. Add a provisional date request.
  6. Select desired quantities of the available options (pre-defined invoicing items).
  7. Add any required notes for the job. Any information added here will appear in the Job details field of the job.
  8. Select the "Alert" slider if you require an alert to be sent when the resource approaches the job.
  9. Add any attachments required. Please note, while these will be visible to Web Users, they will not be automatically visible to the mobile resource.
  10. When complete, select Save.

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