iOS QuickBooker

TABLE OF CONTENTS

• What is iOS QuickBooker
• Pre-Requisite
• Configuration
  • Step 1: Create and share a dedicated Hourline View for QuickBooker
  • Step 2: Create and share a dedicated Hourline View for DayPlan
  • Step 3: Create a Booking Global Status named "QuickBooker"
  • Step 4: Disable option to remove other people’s bookings
• How QuickBooker works
• How QuickBooker bookings are created
• Tracking who booked what and when
• Important behaviours to consider

What is iOS QuickBooker

The iOS QuickBooker is designed for teams that need a fast and simple way to book equipment on the fly, without prior planning or approval.

Its main purpose is to allow staff to quickly notify the system that they have taken a specific piece of equipment (for example a camera, car, or accessory), directly from the mobile app.

This makes it ideal for ad-hoc usage, where equipment is picked up as needed during the day.

It is important to note that QuickBooker is not the same as the EMT module:

QuickBooker does not handle physical scanning or check-in/check-out workflows. It simply creates a booking so that usage is visible and traceable in the system.

Pre-Requisite

Requires EMT license (contact sales@farmerswife.com)

Configuration

Step 1: Create and share a dedicated Hourline View for QuickBooker

Create an Hourline View that defines which equipment can be booked via QuickBooker. 

1. Create a new Hourline View

• In the Hourline menu > go to Options > New Grouping from Class > then select the Class(es) that contain the Objects you want to make available for QuickBooker bookings.

• Each selected Class will appear as a folder, with the Objects inside it listed alphabetically. 

• Objects added through this method cannot be removed individually, so make sure that the selected class includes only the items you want users to be able to book via QuickBooker. 

2. Save the view as “QuickBooker”

• Options > Save Selection > save this new view with the name “QuickBooker”

• Do not tick the Share box.

Note: If the setting "Add Object Class to Grouping from Class in Hourline Views" (in Toolbox > Settings) is enabled, users will be able to book the Class itself via QuickBooker. This setting should be disabled to prevent that behaviour.

3. Assign the QuickBooker view to users

To enable users to book equipment via QuickBooker, the “QuickBooker” Hourline View must be added to their Web Profile.

1. Open Object Manager and locate the user

2. Open the Modify User window

3. Go to Permission Profile > Web Profile Manager

4. Under “Select & Share Saved Hourline Views”, add the Hourline View “QuickBooker”

Once assigned, the user will see the equipment from this view in the iOS QuickBooker app.

Step 2: Create and share a dedicated Hourline View for DayPlan

1. Create a new Hourline View

• In the Hourline menu > go to Options > New Grouping from Users.
• This usually contains the staff you need to see and their bookings for the day. The view is structured in the same way as the "Day Plan" that you can run from the Hourline Menu.

2. Save the view as “DayPlan”

• Options > Save Selection > save this new view with the name “DayPlan”

• Do not tick the Share box.

Note: This step is necessary for the QuickBooker to work.

3. Assign the DayPlan view to users

1. Open Object Manager and locate the user

2. Open the Modify User window

3. Go to Permission Profile > Web Profile Manager

4. Under "Day Plan Hourline Views”, add the Hourline View “DayPlan”

Step 3: Create a Booking Global Status named "QuickBooker"

• Go to Toolbox > Settings > Booking Defaults, and create a new Booking Global Status with the name “QuickBooker”.
• This status will be automatically applied to all bookings created via the QuickBooker workflow.
  

  
  

  

Step 4: Disable option to remove other people’s bookings

In order to avoid Users to delete other QuickBooker Bookings than their own, set the following variable in the server.cfg to 1:

QUICKBOOKER_ONLY_USER_CAN_REMOVE 

if == 1 Only User who booked in QuickBooker can release their respective event

if == 0 A user can release any Booking in QuickBooker view

How QuickBooker works

QuickBooker is used exclusively via the iOS mobile app. Once the configuration described above is in place, users will see two additional tabs in the Events section of the app: Day Plan QuickBooker From the app, users can: View which equipment items are available Select an item and tap the green “Book [item name]” button Set the time period for the booking Add a note explaining what the equipment is used for (optional — users can tap Cancel if no note is required) Use the two drag icons at the bottom of the screen to resize columns, making it easier to read full item names and booking details Delete a QuickBooker booking by tapping the red “Release [item name]” button (this action deletes the booking from the system).

How QuickBooker bookings are created

Each QuickBooker booking includes only one equipment item.

When a booking is created via QuickBooker, the system automatically applies the following logic:

• The booking is linked to the first project the user is booked on that day

• The booking is automatically added to a dedicated binder named “QuickBooker”

• If the user is not booked on any project on that day, the booking is created as a task booking

• The booking status is set to QuickBooker, ensuring that all QuickBooker bookings are easy to identify and filter

Tracking who booked what and when

All QuickBooker bookings can be tracked in Advanced Project Search.

You can:

• Search for bookings by Status = QuickBooker

• Filter by date range (for example: last month)

• See who booked the equipment, which item, and when

• Export the result to csv for reporting or auditing purposes

This makes it easy to review equipment usage and understand who used specific resources over time.

Note: From version 7.3, the booking view will also show the involved users more clearly

Important behaviours to consider

1. QuickBooker does not perform conflict checks

• If an object already has a booking, it will still appear in the QuickBooker view
• The green “Book [item name]” button remains available
• No conflict warning is shown to the user
• The booking is not created, but there is no indication that it failed

This is a known limitation and should be taken into account when defining internal workflows and user expectations.

2. Editing QuickBooker bookings

Once a QuickBooker booking is created, users can technically edit the booking to:

• Add people
  

• Add additional equipment
  

• Change the project
  

• Change the binder
  

• Change the booking status
  

These fields are not currently restricted, which means changes are possible. However, users should not modify these values, as doing so breaks the intended QuickBooker workflow.

These are known limitations and may be addressed in future versions.