Book a job

Start a booking

Click + in the header and choose New Booking.
On the Calendar, click + and choose New Booking.
In Week or Day view, click an empty time slot to start a booking at that time.
In Month view, click a day, or drag across several days, and choose Create New.
From an accepted quote, click Schedule Booking. The booking opens filled in from the quote.

Job Type: choose Vehicle Job, or General Job for work that isn't on a vehicle. A general job needs a Job Subject.
Select Customer: switch between Customer and Lead, pick the person, then choose the vehicle under Select Vehicle.
Linked Document: link the quote or other document this job comes from, if there is one.
Booking Type: On-site for work at your shop, or Off-site for mobile work. Off-site jobs need a Service Location Address. Tick Use customer address to copy theirs.
Services: add one or more services.
Station: the bay the job goes in. On-site jobs need one, and it fills in from the service when it can.
Employee: who does the work. Add more people to make a crew.
Loaner Vehicle: lend the customer a car while theirs is in, if you keep loaners.
Scheduling: the Start Date and Start Time. Click Add End Date for a job that runs over several days, and add a Pick-up Time. Set the Status.
Notes: Customer-visible notes show on the customer's portal. Internal notes are for your team only.
Click Create Booking.

Good to know

If the time overlaps another job, or the bay is already full for that day, Wrapstart warns you. It's a warning only, so you can still save.

Tip

For a walk-in or a phone call, Quick Book in the + menu takes you from vehicle to booked job in a few steps. See Book a walk-in or phone call with Quick Book.