ZenduONE Work & Products - User Guide

Work & Products - User Guide

This document is intended for: Dispatchers, Operations Managers, Admins, and Business Owners using the platform to manage jobs, products, and marketplace offerings.
What is covered in this guide (8 Items)
1. Introduction 
2. Module Overview
3. Navigating the Work Module
  1. Overview Tab

  2. Jobs Tab
  3. Job Details & Management
  4. Orders Tab
  5. Reports & Analytics

4. Using the Products Module
  1. Adding Products & Services
  2. Product Details & Customization
  3. Managing Product Locations & Vendors
  4. Making Products Available on the Marketplace

5. Marketplace Setup
6. User & Asset Management
7. Visualization & Tracking
8. Tips & Further Resources

 1. Introduction

This guide is designed for platform users responsible for daily operations, job dispatching, product management, and marketplace setup. Whether you’re a dispatcher, manager, admin, or business owner, this manual will help you understand and utilize all key features of the Work & Products Modules as demonstrated in the loom video as well.
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2. Module Overview

The platform’s Work Module is a centralized hub for job creation, assignment, tracking, and completion. The Products Module allows you to manage your inventory of goods and services, making them available for jobs or for sale via a public-facing marketplace.

3. Navigating the Work Module

3.1 Overview Tab

Purpose: Provides a snapshot of all jobs created, their statuses, and progress.
Features:
  1. Job List: Displays job names, status bars, estimated vs. actual distances.
  2. Visual Indicators: See at a glance which jobs are in progress, completed, or pending.
  3. Search Bar: Quickly locate jobs by name, date, or filter (default is today).

3.2 Jobs Tab

  1. Job List: Shows all jobs for the selected period (default: today), with serial numbers, job names, assigned vehicles, drivers, job count, total time, status, creation and due dates.
  2. Naming Flexibility: Jobs can be named after drivers, customers, or any preferred label.
  3. Assignment: See which vehicles and drivers are allocated to each job.

3.3 Job Details & Management

  1. Accessing Details: Click any job to view and modify its details.
  2. Job Information:
    1. Job name, associated form (for drivers to complete via their app), references, due date, recurring status.
    2. Recurring Jobs: Set jobs to repeat daily until marked complete.
  3. Stops Management:
    1. Add, edit, or mark stops as completed.
    2. Visualize all stops and routes on a map, including real-time driver location.
    3. See actual vs. estimated times of arrival and departure.
  4. Attachments & Logs:
    1. Attach files to stops.
    2. View audit logs for job changes.
  5. Reassignment & Editing:
    1. Reassign jobs to different drivers/vehicles.
    2. Edit job details or add/remove stops.
    3. Route Optimization (Premium): Suggests optimal routes for efficiency.
  6. Order Management: Add orders to job stops, add comments, or additional stops as needed.

3.4 Orders Tab

  1. Order Source: Orders can originate from customers or be added by dispatchers.
  2. Order Details: Customer name, order value, ID, creation/modification dates, delivery address, size, and job association.
  3. Visibility: Orders show up here once assigned to jobs.

3.5 Reports & Analytics

  1. Work Reports: Analyze job and route data, including:
    1. Job name, route, asset, driver, location, stops (expected/actual), dates/times, durations, distances, and comments.
  2. Filtering & Automation: Filter reports by date/time and set up automatic delivery to your mailbox.

4. Using the Products Module

4.1 Adding Products & Services

  1. Access: Go to the Products Module.
  2. Create New Product/Service: Click to add a product or service (e.g., tuning, cement delivery, labor hours).
  3. Fields to Complete:
    1. Unique ID
    2. Description
    3. Product location (select or add new)
    4. Vendor (choose from pre-configured list)
    5. Location details, costs, price (up to 4 decimals)
    6. Units of measure (box, case, feet, labor hour, ton, etc.)
    7. Quantity in hand
    8. Product type (goods, services, labor hours)
    9. Product tags
    10. Order lead time (days, hours, minutes)
    11. Associated vehicle
    12. Product images

4.2 Product Details & Customization

  1. Customization: Tailor product details to your industry (e.g., construction, services).
  2. Inventory: All saved products/services appear in your inventory list.

4.3 Managing Product Locations & Vendors

  1. Locations: Add and manage multiple product locations.
  2. Vendors: Select from pre-configured vendors or add new ones as needed.

4.4 Making Products Available on the Marketplace

  1. Manual Selection: Choose which products/services to publish to the marketplace.
  2. Visibility: Only selected items are visible to customers for ordering.

5. Marketplace Setup

  1. Enable Marketplace: In the admin panel, activate the public-facing marketplace.
  2. Customer Access: Share the generated link for customers to place orders based on your available products/services and set hours of service.
  3. Order Flow: Orders placed via the marketplace appear in the Orders Tab and can be assigned to jobs.

6. User & Asset Management

  1. Users: Add and manage drivers, managers, technicians, and end-users.
  2. Access Levels: Assign different roles and permissions.
  3. Assets: Visualize and track vehicles/assets in real-time on a map.

7. Visualization & Tracking

  1. Map View: See live locations of drivers, vehicles, and job routes.
  2. Progress Tracking: Monitor job completion, stop statuses, and asset movement.

8. Tips & Further Resources

  1. Knowledge Base: Access articles and training courses for deeper learning.
  2. Audit Logs: Use logs to track changes and maintain accountability.
  3. Optimizations: Use premium features like route optimization for efficiency.
Note: If you have any further questions or queries, feel free to reach out to us on servicedesk@zenduit.com or call us.


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