Click the “Add Job” button in the top right corner of the “Jobs” home screen.
Enter the name of the job in the mandatory “Job Name” field.
Enter the internal reference number in the optional “Job ref#” field.
Select a date and time when the job is due from the mandatory “Due Date” field.
Select the work order form that the driver must fill out upon arrival at the destination in the “Work Form” field. If no work order form is selected, the system will populate the field with a default.
Click “Add Stop” at the bottom of the “Create Job” panel..
Select a stop location by either
Searching and selecting the name of a geofence from the “Name” field dropdown.
Selecting a geofence from the map by clicking on it.
Optionally, you can edit the address of a stop manually. This address will be visible to the driver when completing the job.
Select the estimated stop duration for the corresponding stop. The system will take the stop time into account when calculating the ETA.
Optionally, you can leave a comment for the driver at each stop.
To remove a stop, click the garbage can icon at the top right of the stop.
To re-order the stops, select the icon with four horizontal lines and drag the box to where you want it.
Note: Adding a work order (W.O.) is optional. The system will add a default W.O. if one is not selected by the user.
Click “Add Order” for the stop of interest.
Enter a W.O. number in the mandatory “Work Order #” field.
Provide any specific notes for the driver to follow in the optional “Notes” field.
The work form will be pre-populated with the previously selected form (during the job creation step). You can change the form for each specific W.O. if necessary.
Indicate whether the job involves products or parcels by selecting the respective button.
Add products or parcels that need to be picked up or delivered by clicking the “Add Product/Parcel” button.
Save the W.O. by clicking the “Save” button.
Note: You can leave the job unassigned while creating the job and assign the driver later.
Drivers can be found by
Manually searching for them.
Filtering them by “Distance (nearest)”.
Filtering them by “Capacity Remaining”.
The system will show the best driver on top of the list by default.
The time bar for each driver is displayed below the filters where
Dark Blue indicates the time already allocated to the driver for other jobs on that day.
Light Blue indicates the time it would take the driver to complete this job.
Grey indicates the total capacity of the driver for that day.
Red indicates how much time this job would cause the driver to exceed their capacity by.
Selecting the driver will show you the route the driver has to take in order to complete the job.
Once you are satisfied with your selection, click the “Assign” button.