Managing Bookings

Booking Statuses

Every booking in QuoteLab has a status that tracks where it is in its lifecycle. You can view all bookings and filter by status at /dashboard/bookings.

Calendar & List Views

The bookings page at /dashboard/bookings offers two views:

• Calendar view — See your bookings on a weekly or monthly calendar. Each booking is color-coded by status (blue for confirmed, yellow for in progress, green for completed, red for cancelled). If you have multiple team members, each member has their own color.
• List view — A sortable, filterable table of all bookings. Filter by status, date range, team member, or customer. Each row shows the customer name, service, time, address, and payment status.

The Today View on your dashboard home page at /dashboard shows your daily schedule as a route — appointments in chronological order with addresses and one-tap navigation.

Rescheduling

To reschedule a booking, open the booking detail page and click Reschedule. Select a new date and time from the available slots. The customer is automatically notified of the change via email and SMS.

In calendar view, you can also drag and drop a booking to a new time slot. The system checks for conflicts — if the new time overlaps with another booking, you will see a warning before confirming.

You can also reassign a booking to a different team member from the booking detail page. This is useful when a technician calls in sick or you need to balance workloads.

Before & After Photos

Before/after photos are one of the best ways to build trust with customers and showcase your work. QuoteLab makes it easy to capture and organize them.

From the mobile app: When you start a job, the app prompts you to take “before” photos. After completing the job, it prompts for “after” photos. Photos are automatically tagged with the booking, timestamp, and phase (before/during/after).

From the dashboard: You can upload photos to any booking from its detail page at /dashboard/bookings/[id]. Select the phase and add an optional caption.

When a job is completed, the customer receives a link to their before/after photo gallery. They can share these photos on social media, which helps drive word-of-mouth referrals for your business. The best photos can also appear on your public booking page as a portfolio.

Balance Collection

If you collect a deposit at booking time, the remaining balance is due when the job is complete. QuoteLab offers several ways to collect the balance:

• Payment link (default) — When you mark a job as completed, the customer receives an SMS and email with a secure payment link. The payment page shows the service summary, any before/after photos, and the amount due. A reminder is sent after 24 hours if unpaid, and again after 72 hours.
• Auto-charge — If enabled in your settings, the customer's saved payment method is automatically charged when you mark the job complete. The customer receives a receipt. This works best for recurring customers with established trust.
• Cash or external payment — Mark the balance as “paid externally” with a note about the payment method. The amount is tracked in your records but no Stripe charge is made.
• Full payment upfront — If your business collects the full amount at booking time, there is no balance to collect. You can configure this per service or as a global setting.

Cancellation Policies

QuoteLab enforces your cancellation policy automatically. Configure your policy in /dashboard/settings.

The default policy works like this:

• Customer cancels more than 24 hours before — Full deposit refund. The cancellation window (24 hours) is configurable.
• Customer cancels within 24 hours — Deposit is retained (or partially refunded based on your policy).
• You cancel the booking — Full refund is always issued to the customer, regardless of timing.
• No show — If a customer does not show up, you can mark the booking as a no show. A no-show fee (default 50% of the total, configurable) is charged to the customer's payment method.

All cancellations and refunds are logged with a reason and recorded as revenue events. You can view the history on the booking detail page and in your analytics.

Notes & Internal Notes

Each booking has two types of notes:

• Customer notes — Added by the customer during booking (special requests, access instructions, etc.). These are visible to both you and the customer.
• Internal notes — Added by you or your team. Only visible in your dashboard and mobile app, never shown to the customer. Use these for things like “customer prefers to communicate by text” or “use rear entrance”.

Internal notes persist on the customer record, so your team has context for every future visit. They are also visible in the mobile app during the on-site job flow.

Tips

If tipping is enabled in your settings (it is on by default), customers can add a tip during the initial payment step in the widget or after the service is completed via the payment link. Tips go 100% to your business — QuoteLab does not take a platform fee on tips.

Tips are tracked on each booking and included in your revenue reports. You can see total tips received in your analytics at /dashboard/analytics.