Book a job from a customer's email
Let TrakkHQ read a booking email and check what it would book before anything is created.
Booking emails arrive in the Email parser. Most are booked automatically. The ones that need a person sit under Needs review.
- Open Email parser and pick an email from the list. Use the search box for a sender, subject or PO number.
- Press ▶ Read this email. TrakkHQ shows what it read and how many jobs it would book.
- Check each job card: date, addresses, reference and driver.
- If it looks right, press Book N jobs. If not, fix the email or press ↻ Read it again.
- When an email needs nothing, press Clear from Needs review.
The booked jobs appear on Operations.
Common questions
Does reading an email book the job?
No. Read this email only shows what would be booked. Nothing is created until you press Book.
Why does the Book button say the reading is too old?
A reading can be booked for 30 minutes. After that, press Read it again so the booking matches the latest email.
The email was a change to an existing job, not a new one. What do I do?
Changes show up as cards on Approvals. If TrakkHQ treated a new booking as a change, use Read it as a new booking instead.