Booking files and activity
Add photos and documents to a booking, and keep notes, calls and tasks on its activity trail. Both follow the booking through to the quote and job.
Every saved booking has a Files tab and an Activity tab. What you add here stays with the work: when you convert the booking, the quote and the job share the same files and the same activity trail.
Adding files and activity needs Bookings: Edit.
Add files
Open the Files tab
Open the booking and select Files.
Upload
Select Upload and choose one or more files, or drag them onto the panel.
You'll see File uploaded, or how many files were uploaded.
For each file you can:
- open a preview;
- switch between Internal only and Shared with the client;
- select Download;
- select Delete. Because files are shared with the quote and job, deleting a file removes it from all of them. You're asked to confirm.
Use the activity trail
The Activity tab is a running record of the work: notes from site, calls with the customer, and tasks for the team. Entries added later, at the quote and job stages, appear here too, marked with their stage.
Add an entry
Choose the kind
Choose Note, Call or Task.
Write it
Type the entry. Type @ to mention a colleague; they're notified.
Choose who sees it
Entries start as Internal only. Switch to Visible to client if the customer should see it.
For a task, assign it
Choose who it's for under Assign this task, and set a due date.
Post
Select Post. You'll see Posted to the trail.
Work with entries
- Use All, Notes, Mentions, Tasks and System to filter the trail.
- Pin to the top keeps an important entry above the rest.
- Tick a task when it's done.
- Reply to start a thread under an entry.
- Edit or Delete your entries. Entries Systemise adds itself can't be edited or deleted.
Entries show Internal, Client sees this or You were mentioned so you can tell them apart at a glance.