Booking requests are leads that come into Taskly — either submitted by customers through your website booking forms, or created manually when a customer contacts you directly (e.g. by phone or email). The following article outlines how to create a booking request manually.
Booking requests created manually will not send any notification to the customer. They are simply added to your New queue for you to action.
Go to Booking Requests
Press New Booking Request
Select the Customer from your existing customer list
If the customer isn't in Taskly yet, press the + button next to the customer field to create a new customer record on the spot.
The Address will auto-populate from the customer's record. Edit it if the job is at a different address.
Select the Service(s) the customer is requesting
Enter the customer's Preferred Date and Preferred Time
Add any Booking Notes relevant to the job, e.g. access instructions or specific customer requirements
Optionally upload any Photos the customer has provided
Press Create
The booking request will appear in your New queue under Booking Requests, ready for you to send a quote or schedule a site visit.
From a booking request you can:
Send Quote — price the job and send a quote to the customer. Learn how to send a quote.
Schedule Visit — arrange a site visit before quoting. Learn how to schedule a site visit.
Decline Booking — decline the request and notify the customer. Learn how to manage a booking request.
