Quick Links
Before a Bid is Awarded
You may want to block time on a Resource’s calendar before the client has approved the Bid.
1. Resource Calendar
Go to the Schedule page amd double click on a day to add a booking.
2. Add Booking
Fill in any details about the job, including status of the booking.
3. Booking Details
Fill in any details about the job, including status of booking.
4. Multi-Book
Click the 'Multi-Book' button to create a multi-book to book a resource across multiple days.
Once Bid is Awarded and Job is Created
A. Staff Resources
You can schedule resources in the main Job screen.
B. Schedule View
You can also schedule resources on the Schedule screen.
