From an accepted quote, or a lead that needs a survey, to a confirmed slot in the diary.
Once a quote's accepted, that job's card in Customer Workspace shows a Book Job button. A lead that hasn't had a survey yet shows Book Survey instead. Tap either one and you're taken straight to today's Schedule with that job already carried, a dark banner at the bottom of the screen confirming what you're holding. Nothing has been booked yet at this point, you're just holding it, ready to place.
Switch to a different day if you need to (the day you land on is just a starting point), then tap a worker's lane at the time you want. TradeFlow365 shows a review screen: which worker, which day, what time, and how long. Adjust the duration with the plus and minus buttons if the job needs more or less time than the default hour.
If that worker already has something else booked over that time, or is marked unavailable, you'll see a warning before you confirm, not after. You can still go ahead if the overlap is fine (a quick five-minute job squeezed into a gap, say), or pick a different slot.
Tap Confirm booking and it's done: the job moves to Booked status, and the slot appears in that worker's lane. If you change your mind before confirming, tap Choose a different slot to keep carrying the same job and pick somewhere else, or close the sheet to put it down altogether. Nothing is saved until you tap Confirm.
Already on the Schedule and want to book something? Tap + Add Booking, then Book a job, and search by customer, address, or job description. Every accepted job and every lead still needing a survey shows up here too, tagged Survey where relevant so you don't need to remember which list a job came from. Can't find the customer at all? + New customer at the bottom drops you into the quick-add flow instead.
Need to change a booking after it's made? See Moving, rescheduling and reassigning a booking. Questions: hello@tradeflow365.com.