Reviewing Online Bookings and Enquiries

  1. When an Online Booking or Enquiry is made, the notification appears in the To Review tile under the Online Booking section.

  2. To view the bookings and enquiries, click on the tile. Each line shows the Items Booked, which means the customer created a Jobsheet, and the Items to Estimate, which means the customer created an estimate.
  3. To open the respective documents, click on Jobsheet No. or Estimate No..

  4. After reviewing a line, select it and choose Mark as Reviewed from the menu bar.