tune
Admin & Settings
Booking Hub reference data and configuration. New Booking-Hub data (task templates, SWMS forms, skills) is managed here — existing RemoteFlow reference data stays in Databank and is shown below for reference only.
New · managed in Booking Hub
checklist
Task Library
New
Reusable task templates & named groups — sequenced, tagged, and pulled into booking buckets.
32 templates · 6 groups
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health_and_safety
SWMS Templates
New
Versioned safety forms mapped to cost centres — served to technicians before work starts.
5 templates · 12 mappings
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workspace_premium
Skills
New
Central skills & certifications list — drives technician matching and allocation warnings.
14 skills
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Existing RemoteFlow reference data (Databank)
group
Users
ref · Databank
Employees & contractors84
groups
Teams
ref · Databank
Teams & sub-teams for allocation6
local_shipping
Suppliers
ref · Databank
Supplier & vendor records38
business
Customers / Clients
ref · Databank
Client organisations & billing details126
contacts
Contacts
ref · Databank
Site & client contact people212
location_on
Sites
ref · Databank
Job site addresses & access notes148
work
Jobs
ref · Databank
Jobs & cost centres (read from simPRO)57 active
fact_check
Forms & Audit Templates
ref · Databank
Audit & inspection form builder23
qr_code_2
QR Codes
ref · Databank
Site QR codes for check-in / check-out64
databaseThese stay managed in the existing Databank module — the Booking Hub reads them; nothing is duplicated.
Security
Two-factor authentication for Managers
Required at sign-in for anyone holding the Manager role
Session timeout
Automatic sign-out after inactivity
Booking deletion requires Manager role
Bookings team can cancel, only Managers can delete
Notifications
Reschedule notifications
Sent to the Bookings team Pending view after call-around
SWMS refusal alert
Flags to Managers Hub + push notification
Timesheet approval reminder
Daily reminder for Managers with unapproved timesheets
Client email on Update Completed
Emailed Client stamp — generated from RemoteFlow
simPRO Integration
Connected
last sync 09:41
Read job / cost centre / site / financial data simPRO
Read-only — the Booking Hub never edits this data
Create locked schedule on timesheet approval
Saves the returned Schedule ID back to the booking
Webhook + nightly reconciliation fallback
Keeps job data current even if a webhook is missed
sync_lockBooking data never writes to simPRO directly — the only write-back is the locked schedule after timesheet approval.
Payroll settings
Opens the corresponding TimeFlow settings.