This feature is currently in beta
Started bookings are often not able to be completed for many reasons. Maybe the agent needed to gather more information, or you accidentally navigated off the page.
With the new Draft Inspection feature, you can resume the booking without losing your work!
Saving a Draft Inspection
Saving a Draft Inspection is as easy as navigating off the page without saving the appointment. Leaving without saving will automatically trigger the information to be saved as a draft.
Information that is saved:
Property details and address
Services and Fees
Resuming a Draft Inspection
These inspections are stored in the Draft Inspection widget.
On all non Advanced accounts, this widget is on the bottom right corner of the dashboard for company admins.
Company Admins with Advanced enabled will need to add this widget to their dashboard using the + widget option on the top right corner of the dashboard.
Once you have the Draft Inspection widget, all you need to do is click the appointment to resume booking!
Deleting Draft Inspections
Draft inspections delete automatically after 7 days from when they were initially saved.