Click here for a video demo of how to create a bookable resource booking
To create the BRB, the PSM will use the following steps:
- Create the Job Profile and the work orders so the overall status is “Open-Unscheduled”
- Navigate to the skillset tab (i.e. paint, clean, carpet, etc)
- On the right hand side, under work order details, click “+ Create New Bookable Resource Booking”
- Enter the details in the quick create form that appears (Tip: you can use the pro availability grid on the screen to determine what dates the pro is available for you to schedule)
- Once the details are entered in correctly (resource, start time, and duration), click “Save + Close”
- Click “Save” from the button bar at the top
- The status of the WO should change to “Open – Scheduled”
- Repeat these steps for each skillset until each WO is scheduled and overall system status is set to “Open – Scheduled”