Overview

This module covers how to use the Booking Drafts feature in OpsDriver, which allows sales team members to pause in-progress bookings and return to them later without losing progress. It’s ideal for multitasking and handling interruptions during the booking process.

1. Purpose of Booking Drafts

Use booking drafts to:

• Prevent data loss when you’re interrupted mid-booking

• Save incomplete entries without requiring full trip details

• Return to unfinished work without starting over

2. When to Use This Feature

Common Scenarios:

• You start building a quote but get a call from another customer

• You need to leave a booking to answer an urgent email or task

• You’re waiting on customer details and want to return later

3. How to Save a Booking Draft

Step-by-Step Instructions:

1. Start a new booking in OpsDriver.

2. Enter the following minimum required fields:

   • Primary Contact

   • Trip Reference

3. Once these fields are added, a booking number is created and the draft is automatically saved.

Note: You can leave the page or navigate elsewhere—your draft is preserved.

4. Retrieving a Booking Draft

To Resume an Unfinished Booking:

1. Go to Sales > Bookings Report.

2. Click View Booking Drafts.

3. Select the draft you want to continue.

4. Resume where you left off—add stops, vehicles, pricing, etc.

5. Benefits of Booking Drafts

• Time-saving: No need to restart or re-enter data

• Error reduction: Minimizes the risk of forgetting partial entries

• Workflow flexibility: Helps multitask effectively during sales and quoting

Best Practices

• Add a clear trip reference to easily identify drafts later.

• Clean up old or unused drafts regularly.

• Use drafts as a tool to handle leads that are still forming or awaiting final details.