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Booking jobs.

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Quick Book

Quick Book is the fastest way from "phone rings" to "job on the calendar". Pick or create the client, confirm the site address, describe the scope, choose the job type and time — done. Every booking is conflict-checked against the team's calendar before it lands.

The AI assist

Got the job as a WhatsApp or a forwarded message? Paste it into the AI assist box at the top of Quick Book and hit Parse with AI. It pulls out the client, the scope, the address and the urgency, and suggests a time. You stay in control — you still pick the client and confirm the details before anything is booked.

"Hi it's Karen — my geyser burst this morning, water everywhere, 55 Recreation Rd" becomes a filled-in, urgency-flagged booking in one tap.

Job types

You can also flag a job as needing a compliance certificate or a damage/insurance report at booking time, so it's never an afterthought.

The calendar

Day, week and month views across the whole team, or filtered to one tech. Drag to reschedule. Double-bookings are flagged before they happen, and "Suggest a time" finds the next open slot for the tech and duration you pick.

Confirmations

Once a job is booked, send the client a booking confirmation in one click. On the day, the tech's "On my way" button sends a WhatsApp with a real ETA — no typing in the van.

If a client cancels, don't delete the job — archive it. Archived jobs keep the history (and the paper trail) without cluttering the board.