Bulk actions on bookings

Bulk actions let you perform the same operation on multiple bookings at once, saving time when you need to update, export, or manage a group of jobs together.

Selecting multiple bookings

On the bookings list page, check the checkbox to the left of each booking you want to include in a bulk action. To select all bookings currently visible in the list (respecting any active filters), check the box in the column header.

Tip: Use filters before selecting to narrow the list to the bookings you care about. For example, filter by status "Unscheduled" before selecting all, so you are only selecting jobs that need scheduling.

Available bulk actions

Once you have selected bookings, a bulk action toolbar appears at the top of the list. Available actions include:

Assign inspector

Assign the same inspector to all selected bookings at once. Useful when an inspector leaves and you need to reassign their upcoming jobs to someone else.

Change status

Move all selected bookings to a new status. For example, mark a batch of completed jobs as Completed after a busy inspection day.

Export

Export the selected bookings as a CSV file. The export includes the booking details — date, property address, customer name, services, and status — for use in a spreadsheet or external reporting.

Send message

Send the same email or SMS to the primary contacts on all selected bookings. Useful for broadcasting an update to a group of customers — for example, notifying a group of customers of a change in your scheduling availability.

Delete

Permanently delete the selected bookings. This is irreversible — use with caution. Canceled bookings are usually a better option than deletion for bookings that did not go ahead, since cancellation preserves the history.

After a bulk action

After performing a bulk action, the selection is cleared and the list refreshes. Check the results to make sure the action was applied as expected.

Bulk export for reporting

If you regularly export bookings for accounting, auditing, or reporting purposes, combine date range and status filters with the bulk export to pull exactly the records you need. For example: filter by Completed + this month, select all, and export.