# Bookings, Dispatch & My Jobs _ReadyHelm Pro Portal guide, chapter 16 ยท Last updated 2026-10-27 ยท https://app.readyhelm.com/guide/pro/scheduling-and-field-work.html_ **๐Ÿ“… Bookings** lets customers pick a time for service. **๐Ÿ—“๏ธ Dispatch** puts jobs on your techs' and bays' calendars. **๐Ÿงฐ My Jobs** is a tech's list of their own jobs on a phone, with or without signal. All three are on Pro Standard and up. ## Bookings ### Setting it up Open **Bookings**, then its setup. Only Admins change it; Managers can add and remove blackouts. - **Online booking:** **Customers can book online**, how soon the earliest booking can be (**Earliest booking (hours from now)**), how far ahead (**Book up to (days ahead)**), and your **Time zone**. **Confirm bookings that fit automatically** is off unless you turn it on. Bookings from your website form always wait for you. - **Hours:** your opening hours for each day of the week, or **Closed**. - **Service types:** what can be booked, like "Engine diagnostic, 2 hours, a tech" or "Bottom paint, 2 days, a bay". Each takes hours or days, and needs a tech, a bay, or a tech and a bay. A job of a day or more is booked as drop-off dates; shorter jobs get a time. Untick **Customers can book it** for a type only your team books (it shows as **staff only**). - **Techs and bays:** each does one job at a time. Add team members as techs, and name your bays (travel lift, wash pad, Bay 2โ€ฆ). Removing one keeps the bookings it already has. - **Blackouts:** days nothing is booked (holidays), or days one tech or bay is out, with an optional reason. Until it's ready, the page says why customers can't book yet. ### How customers book - **Owners on ReadyHelm** book from their boat in the owner app, for a work order or an approved quote of yours. - **Customers who aren't on ReadyHelm** get a link: on a work order or approved quote, **Send booking link** emails them one to pick a time. Only open times are offered: inside your hours, outside blackouts, with a free tech or bay for the whole job. ### Answering a request A customer's request holds its time for 48 hours. It shows on **Bookings** and notifies your Admins and Managers. **Confirm** schedules the work order; **Decline** lets the time go, with an optional reason for the customer. A request nobody answers in 48 hours lapses, and the customer can pick another time. Confirming a booking for an approved quote turns the quote into a work order. If the quote asked for a deposit, the deposit is billed in QuickBooks as it would be when you convert the quote yourself. If QuickBooks can't take it, your Admins and Managers are told to bill it from the work order. **Move** and **Cancel booking** work on any booking, and the customer is told. A customer can move or cancel too: a move is a new request unless you confirm automatically. ### Booking a job yourself On a work order (or an approved quote), **๐Ÿ“… Book a time** (Admins and Managers) picks a service and an open time, and confirms it straight away. ## Dispatch **๐Ÿ—“๏ธ Dispatch** has a row for each tech and each bay, showing a day in half hours or a week in days, with jobs not scheduled yet beside it. Times are in your organization's time zone. - **Drag** a job onto a row and time to schedule it there, or click it to set the tech, bay, day, start and length exactly. - **Unschedule** (Admins and Managers) takes a job off the board and back to the jobs not scheduled; give a reason for the customer if you like, then **Take off the board**. - A job on the board is a confirmed booking, so customers are never offered its time. A placement that doesn't fit stops with **That doesn't fit**: double booking, outside your hours, a blackout, or a deposit that isn't paid yet (marked **โš  Deposit not paid**). An Admin or Manager can **Place anyway** with a reason, and the job shows it. Staff can only move their own jobs on their own row. At phone width, the board shows one tech's day as a list. ## My Jobs **๐Ÿงฐ My Jobs** lists the open jobs assigned to you, made for a phone on the dock. It keeps working without a connection: everything you do is saved on the phone and syncs in order when you're back online. The header shows **โ— No connection**, how many changes are waiting to sync, and when it last synced; **Sync now** tries straight away. Open My Jobs once with a connection to save your jobs on the phone. A tech who was last on My Jobs reopens to it. On a job, for one line or the **Whole job**: - **โ–ถ Start** and **โ–  Stop** time it, or **Log time** to type it in; - **Add note** for what you found or did; - **Add photo**, with an optional caption; - **Use a part**: scan its barcode (or type its number) and the quantity. It comes out of stock and goes on the job. A code the phone doesn't know can be linked to a part once you have signal. ### On the work order A work order's **Field log** shows the time, notes and photos logged on it. Admins and Managers can **Use logged time** to set a labor line's hours from the time logged.