Each booking request in Taskly has a record that shows the customer's details, request information, quotes, site visits, and a full activity timeline. The following article outlines the key actions you can take from a booking request record.
If you are unable to take on a job, you can decline the booking request and notify the customer automatically.
Open the booking request you would like to decline
Press Decline Booking
Optionally enter a message to the customer explaining the reason for the decline, e.g. "Sorry, we don't have availability for this job."
Press Submit
The customer will receive an email with your decline message (if provided). The booking request will move to the Declined status.
You can decline booking requests in any status except those already in the Declined view.
If you need to confirm the job without waiting for the customer to accept a quote, you can create the booking directly from the quote.
Open the Booking Request and find the quote you want to convert.
Press the āÆ Menu on the quote.
Press Create Booking
Once you create the booking, the booking request closes, and whether an invoice is raised depends on the setting you choose in the wizard.
The option is only available while the quote is still awaiting the customer's response, before it is accepted, rejected, or expires. Taskly opens the same wizard used for creating a booking directly, with the quote's services, customer, and address prepopulated. Any site visits already scheduled on the booking request are preserved.
Comments allow you to add internal notes to a booking request ā useful for keeping track of conversations or details that shouldn't be sent to the customer.
Scroll to the Comments section on the booking request
Type your comment in the text editor
Press Add comment
Comments are visible to your team inside Taskly only and are not shared with the customer.
You can upload documents to a booking request to keep relevant files in one place, e.g. site plans, contracts, or measurement sheets.
Scroll to the Documents section
Press Manage
Upload the file(s) you would like to attach
You can attach photos to a booking request for reference, e.g. images the customer submitted or photos taken during a site visit.
Scroll to the Photos section
Press Manage
Upload the photo(s) you would like to attach
Every booking request has a Customer Portal ā a secure link that gives the customer visibility of their request, quotes, and booking details.
Scroll to the Customer Portal section on the right-hand panel of the booking request
Press Manage to control the customer's access level and expiry
Press Copy Link to copy the portal link and share it with the customer directly
The portal link stays the same even when access settings are updated, so you can share it once and adjust permissions at any time.
Press Timeline in the top right of the booking request to view a full history of all activity on the record ā including when the request was created, quotes sent, customer responses, and status changes.
