Bookings & Quotes

Learn how to manage service requests, create quotes, and handle bookings in MyVSSL.

Understanding the Workflow

The typical service workflow:

Request → Quote → Acceptance → Schedule → Work → Complete

1. Request - Client requests a service
2. Quote - You create and send a quote
3. Acceptance - Client accepts the quote, or you mark it accepted when they waived a formal quote (see below)
4. Schedule - Confirm the service date
5. Work - Perform the service
6. Complete - Mark work as done

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Viewing Bookings

Bookings List

Access from menu → Bookings to see all service requests.

Tab Filters

• Pending - Awaiting action
• Upcoming - Confirmed/scheduled bookings
• In Progress - Currently working on
• Completed - Finished services

Quick Views

• Pending Requests - Bookings needing your response. The menu item is documented on External Quote Requests.
• Calendar View - See bookings on a calendar. The menu item is Calendar.

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Quotes list

Quotes in the Marine Professionals menu opens /quotesList (QuotesListWidget). This is the quote list, separate from the bookings list.

• Search placeholder: "Search quotes..."
• Filters: All, DRAFT, SENT, ACCEPTED, REJECTED
• New Quote creates a quote
• With no organization, the page says "No organization found"
• With no rows, it says "No quotes found"

Creating a quote from a booking is the workflow above. This list is where those quotes are browsed.

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Receiving Booking Requests

Marketplace Requests

When a client requests a quote through the marketplace:

1. The booking appears in Pending Requests
2. You can view client and vessel details
3. Create a quote to respond

Direct Bookings

You can also create bookings for your clients:

1. Go to the client's profile
2. Select Create Booking
3. Choose vessel and services
4. Set status as appropriate

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Creating Quotes

Step 1: Open the Booking

From the bookings list, tap the booking that needs a quote.

Step 2: Start Quote

Tap Create Quote to begin.

Step 3: Add Services

Add line items for services:

Step 4: Add Parts (Optional)

Include parts and materials:

Step 5: Add Notes and Terms

Include important information:

• Estimated timeline
• Payment terms
• Conditions
• Special requirements

Step 6: Review Totals

The quote shows:

• Services subtotal
• Parts total
• Tax (if applicable)
• Discount (if applied)
• Grand Total

Step 7: Send to Client

On a draft quote, Send to Client emails the client (QuoteService.sendQuote).

When the email succeeds, the toast is "Quote sent successfully to {email}!" When a stored guest link exists, that same toast also includes the /guestForm URL (collection=quotes, view=quote). PortalGuestService.existingQuoteGuestUrl reads portalUrl, or builds the URL from guestToken. It does not create a second token.

Quote detail for a Sent quote has Copy guest link. The success toast is "Guest link copied". If nothing is stored yet, the toast is "Guest link is not ready yet".

The client's screen is Accepting a Quote (view=quote). It is not the provider Guest Portal (view=quote_request).

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Accepting without sending

Some clients delegate work and do not want quote email or portal steps. While the quote is still Draft, open Quote detail and use Mark as Accepted (you can still use Send to Client later for other jobs). Acceptance applies the same booking and task outcomes as accepting a Sent quote where applicable. When someone accepts from the app, quote detail can show Accepted by for traceability.

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Quote Statuses

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Managing Accepted Quotes

When the quote is accepted (by the client or by your team as above):

1. Booking Status Updates

The booking moves to Quote Accepted.

2. Schedule the Service

• Set the service date
• Assign technicians (if applicable)
• The booking becomes Scheduled

3. Begin Work

When you start the service:

• Update status to In Progress
• Track time and parts used

4. Complete the Service

When finished:

• Update status to Completed
• Add final notes

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Booking Details

Open any booking to see:

Overview

• Booking number and status
• Client information
• Vessel details
• Requested services

Quote

• Full quote with line items
• Totals and taxes
• Quote status

Timeline

• Status change history
• Key dates

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Calendar View

Accessing Calendar

Go to Calendar from the menu.

Calendar Features

• View bookings by day, week, or month
• Color-coded by status
• Tap bookings to view details

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Accepting/Rejecting Requests

Accepting a Request

1. Open the pending booking
2. Review client and vessel details
3. Create and send a quote

Declining a Request

If you can't service the request:

1. Open the booking
2. Tap Decline
3. Optionally provide a reason
4. The client is notified

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Cancelling Bookings

When to Cancel

• Client requests cancellation
• Unable to perform service
• Scheduling conflicts

How to Cancel

1. Open the booking
2. Tap the menu
3. Select Cancel Booking
4. Provide a reason
5. Confirm

Cancellation Effects

• Client is notified
• Booking marked as cancelled
• History preserved

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Tips for Quotes and Bookings

1. Respond promptly - Quick quotes win more business
2. Be detailed - Clear line items prevent disputes
3. Include conditions - State terms and validity
4. Track everything - Use the system for all bookings
5. Update status - Keep bookings current for accurate reporting
6. Use the calendar - Visual scheduling prevents conflicts