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Create Booking Bucket

Job-first: every bucket links to a simPRO job and cost centre. Complete the five steps below — save as tentative at any point, or confirm once exactly one Lead is assigned.

1 Job & type

2 Technicians

3 Tasks

4 Skills & rate

5 Notes & confirm

Job & booking type

Draft · BKT-2026-1203

linksimPRO job required — buckets can only be created against an existing simPRO job — scheduling against quotes is not supported in this release.

simPRO Job Search * type ≥ 3 chars to search live simPRO jobs

Job Number simPRO

Cost Centre simPRO

Site Name simPRO

Job Address simPRO

Cost Centre Summary simPRO

Booking Type *

Single Day Single Day Multi-Day Multi-Day

type cannot change after the booking is confirmed

Date leave blank to keep the booking Tentative — a Tentative booking can be saved with no date

Start / Finish

date_range

Multi-Day set-up — set the Total Days and designate the Final Day. The Final Day carries the Lead's clock-out validation; it is changeable until the booking is confirmed, and the booking type cannot change after confirmation.

Total Days

Final Day

Allocate technicians

Lead set

Available

Team

Sub-team

Skill

J. DoyleRoofing · Lead-capable

Heights ✓FasciaEWP

T. RuizRoofing

Heights ✓Excavation ✓

R. PatelRoofing · Apprentice

No HeightsGutters

M. KaurBooked · CC-4490

Allocated

technicians already allocated to an overlapping slot are excluded automatically

Allocated to this booking

J. DoyleRoofing · Lead-capable

R. PatelRoofing · Apprentice

If no Lead is designated the bucket is flagged warningNo Lead set — currently cleared, because J. Doyle is set as Lead.

verified_userExactly ONE Lead is required — the system will not confirm a booking with no Lead or two Leads. A technician cannot be double-booked for the same time slot.

Assign tasks

6 tasks · 3 photo-required

From task groups

Fascia and Gutter

6 tasks

Set up access & exclusion zone · Remove existing gutter runs · Inspect & replace damaged fascia boards · Install fascia cover & gutter brackets · Hang gutter & fit downpipes · Flow test, clean & waste away

Roof Safety Check

3 tasks

Anchor point integrity check · Harness & lanyard inspection · Perimeter edge protection check

Individual templates

Task templates Booking

Downpipe flow test ✕ Debris chute set-up ✕

selected templates are appended to the booking task list below

One-off task

Task name

Description

Photo required

Booking task list (ordered)

drag_indicator1

Set up access & exclusion zone

EWP / ladder positioned, signage and bunting per SWMS.

photo_cameraPhoto required

drag_indicator2

Remove existing gutter runs

Strip old gutter and brackets; stack for waste run.

drag_indicator3

Inspect & replace damaged fascia boards

Probe for rot; replace like-for-like, prime cut ends.

photo_cameraPhoto required

drag_indicator4

Install fascia cover & gutter brackets

Brackets at 600 mm centres; fall towards downpipes.

drag_indicator5

Hang gutter & fit downpipes

Silicone joints, pop rivets, reconnect downpipe runs.

drag_indicator6

Flow test, site clean & waste away

Hose test all runs; leave strata common area clear.

photo_cameraPhoto required

The Lead sees tasks in this sequence but can action them in any order; Second technicians are not shown the task list; photo-required tasks cannot be completed without a photo.

Required skills & rate

Required Skills Booking

Working at Heights ✕ Fascia ✕

drives the available-technician filter — options come from the central Skills list

Rate Type used for simPRO rate multiplying — separate from Booking Status

Total Hours Needed scheduler estimate

Notes & confirm

Important Job Notes simPRO shared across ALL buckets for this job number — updates propagate in real time

Current Booking Notes Booking Text Blaze compatible — specific to this bucket

Booking Stage

Summary

J-20418 · Preston strata — fascia & gutter renewal BKT-2026-1203 (draft) · CC-4471 · Rosslyn Court Strata SP-2210

Single Day event Mon 6 Jul 2026 · 07:00–15:00

JDJ. DoyleLead RPR. PatelSecond

checklist 6 tasks · 3 photo-required Working at Heights Fascia payments Standard rate · 16.0 h

confirmation is blocked until exactly one Lead is assigned