Overdue bookings
Find bookings that have passed without being converted or closed, and clear them.
A booking becomes Overdue when two days have passed since it started and it still hasn't been converted to a quote or job, or closed. Overdue bookings are the ones nobody has followed up.
Open the list
Select the Overdue Bookings card on your dashboard. The card shows how many bookings are overdue, and turns red when there are any.
The Overdue Bookings page lists them newest first, 25 to a page:
| Column | Shows |
|---|---|
| Contact | The customer, with their phone number. |
| Booked for | When the booking was. |
| Late | How long ago it was, in days or weeks. |
| Address | Where it was. |
| Assigned to | The employee who ran it. |
Search by contact, title or address to find one. If your role only sees work assigned to you, you see only your own overdue bookings.
Clear an overdue booking
Select a booking, or Open beside it, to open it on the Appointments screen. Then:
- if the work is going ahead, convert it to a quote or job;
- if it isn't, select Close booking.
Either one takes it off the overdue list.