Book a diary event for a job

You can add several diary events to one job, a diary event is the date and time an engineer will visit a property to carry out works.

Watch a quick video showing you how to book a diary event

Or read how to book a diary event

  1. Click in the search bar and search for the customer/work address you want to book a diary event for and press Enter on your keyboard

    (Or search for the job number, select it from the list and skip to step 4)

  2. You will then see a list of customers/work addresses that are related to your search


  3. Click on the name of the customer/work address to open their account. In the section labelled On going work click View next to the job you would like to book a diary event for.


  4. You can now see all of the details related to that job, including its overview, diary events and parts. 


  5. Click Add new diary event on the right side of the screen. You will now see the diary where you can book a diary event by clicking and dragging in a slot. Enter the details as required and click Save

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