How to submit your first booking request

Before You Start

Ensure you have the following information ready:

• Client project details and location
• Installation type and scope
• Preferred timeline
• Site access information
• Technical drawings or specifications (if available)

Step-by-Step Booking Process

Step 1: Access the Booking Form

• Log in to the Partner Portal
• Navigate to Services → New Booking Request
• Select Installation Services

Step 2: Enter Project Information

Basic Details:

• Project name/reference
• Client name and contact information
• Installation address (with access instructions)
• Estimated project value

Service Specification:

• Installation type (select from dropdown):
  • AS/RS system installation
  • Conveyor system integration
  • Storage solution deployment
  • Picking system setup
  • Full warehouse automation
• Number of systems/units
• Estimated man-hours (if known)

Step 3: Set Timeline

• Preferred start date
• Required completion date
• Any time constraints or restrictions
• Client availability windows

Step 4: Upload Documentation Attach relevant files:

• Site layout plans (PDF, DWG)
• Technical specifications
• Equipment datasheets
• Safety requirements
• Access permits (if applicable)

Maximum file size: 25MB per file

Step 5: Add Special Requirements

Check any applicable boxes:

• Height work (specify maximum height)
• Confined space entry
• After-hours access required
• Security clearance needed
• Specific certifications required
• Multi-shift operation

Step 6: Review and Submit

• Double-check all information
• Add internal notes (visible only to your team)
• Click Submit Booking Request

What Happens Next?

Immediate:

• You receive confirmation email with booking reference number
• Request appears in your dashboard with "Under Review" status

Within 24-48 hours:

• MERIXA team reviews technical requirements
• Availability check conducted
• You receive preliminary response with:
  • Feasibility confirmation
  • Estimated timeline
  • Preliminary quote (if requested)

Within 5 business days:

• Detailed project plan provided
• Team assignment confirmed
• Final quote issued

Tracking Your Request

Monitor status in Dashboard → Active Requests

Status indicators:

• ? Submitted - Under initial review
• ? In Planning - Technical assessment in progress
• ? Confirmed - Booking approved, resources allocated
• ? Pending Info - Additional information required
• ⚫ On Hold - Awaiting client or partner action

Tips for Faster Processing

✓ Provide complete information upfront ✓ Upload clear site plans ✓ Specify exact client requirements ✓ Include access and safety information ✓ Note any deadline sensitivities

Need help? Use the chat function or email help@merixa.com