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Using Drafts in Booking

Drafts let you save a booking form halfway through and come back to it later. Think of it like saving your progress in a form so you don’t lose your work if you get interrupted.

🎯 What Are Drafts?​

A draft is a saved copy of the booking form. You can:

  • Fill in some details now and finish later
  • Keep up to 20 different drafts
  • Load any draft, update it, and save again
  • Delete drafts you no longer need

📍 Where to Find Draft Options​

On the booking form, you’ll see these buttons at the bottom:

ButtonWhat it does
New BookingClears the form and starts a fresh booking
My DraftsOpens a list of your saved drafts
Save DraftSaves the current form as a draft
Update DraftSaves changes to the draft you loaded (appears when you load a draft)

💾 Saving a Draft​

  1. Fill in the booking form (customer, addresses, goods, etc.).
  2. Click Save Draft.
  3. A message confirms it’s saved.
  4. The draft appears in My Drafts.

You can save as many as 20 drafts. Each one is stored separately.

📂 Viewing and Loading Drafts​

  1. Click My Drafts.
  2. A pop-up shows all your saved drafts with:
    • Customer name and job ID
    • Summary (pickups, deliveries, goods, truck info)
    • Date and time it was saved
  3. Click the arrow (→) or the row to load a draft.
  4. The form fills with that draft’s data.
  5. The button changes to Update Draft so you know you’re editing that draft.

✏️ Updating a Draft​

If you loaded a draft and changed something:

  1. Make your changes in the form.
  2. Click Update Draft (instead of Save Draft).
  3. Changes are saved to that draft — no new draft is created.

➕ Saving a New Draft from the List​

While the draft list is open:

  1. Click Save current as new draft at the bottom.
  2. A new draft is created from your current form data.
  3. This works even if you had a draft loaded — you get a copy instead of overwriting it.

🆕 Starting a New Booking​

To clear the form and start over:

  1. Click New Booking.
  2. If the form has data, you’ll see a confirmation: “This will clear all current data. Unsaved changes will be lost. Continue?”
  3. Click to confirm.
  4. The form resets and scrolls to the top, ready for a new booking.

⚠️ Important: Drafts Are Saved Only on Your Device​

Drafts are stored on your computer or device, not on the server. That means:

  • They stay on the machine where you saved them.
  • You won’t see them on another computer or phone.
  • You may lose them if you:
    • Clear your browser data or cookies
    • Use a different browser
    • Reinstall the browser
    • Use private or incognito mode (drafts may not persist)

To keep a booking permanently, use Submit Booking when you’re ready. That sends it to the system and it’s saved online.

📋 Quick Tips​

  • Use drafts when you’re interrupted or need to wait for more information.
  • Submit the booking when everything is ready so it’s saved permanently.
  • You can delete drafts you no longer need from the My Drafts list (trash icon).
  • The New Booking button is only shown when you’re creating a new booking, not when editing an existing one.