The booking overview page

The booking overview page is the central hub for a single inspection job. Everything related to that booking lives here — the customer, the property, the schedule, the services, the report, the invoice, and the communication history. Here is a map of what you will find and where.

Top of the page — key details

The top section shows the most important at-a-glance information:

• Booking status — the current status (Unscheduled, Confirmed, Completed, etc.) with controls to change it.

• Property address — the address being inspected, linking to the full property record.

• Scheduled date and time — when the inspection is set for, with an edit button to reschedule.

• Assigned inspector(s) — who is doing the inspection, with a button to add or change.

• Primary contact — the customer's name and contact info.

Contacts section

Lists all contacts attached to the booking and their roles (Buyer, Agent, Seller, etc.). From here you can add new contacts, change roles, or remove a contact from the booking.

Services section

Shows all services and add-ons on the booking, with their prices. You can add, remove, or adjust the price of any item here. The total at the bottom is the basis for the invoice.

Fees section

Any one-off fees or credits on the booking. The total here feeds into the invoice along with services.

Reports section

Lists all reports attached to this booking (standard report, 4-Point, Wind Mitigation, etc.). Each entry shows the report type, its current status (Draft or Published), and links to open the editor or viewer.

Click Create Report to start a new report for this booking.

Invoice section

Shows the invoice status and the current balance. From here you can generate the invoice, send it, record a payment, or view the full invoice detail.

Agreements section

Lists any agreements attached to the booking and their signature status (Unsigned, Signed). You can add new agreements or view signed copies here.

Attachments section

Files attached to the booking for internal reference. Upload files here and label them for easy identification.

Activity / Timeline

A chronological log of everything that has happened on this booking — when it was created, when it was scheduled, when messages were sent, when payments were recorded, when the report was published. This is useful for understanding the history of a booking without having to piece things together from different places.

Messages / Threads

The message history between your team and this booking's contacts. Start a new email or SMS thread from here, or continue an existing conversation.