Logging In
Log into the Client Portal by entering your email address and password that was set up during the sign up process.
If a user has accounts with more than 1 transport operator partner a drop down list will appear after login.
- Select the transport operator partner to login to and then click the "next" button
If a user has access to more than one account across multiple divisions a drop down will also appear after login.
- Select the division to login to then click the "next" button
If a user has access to more than one account a drop down list will also appear after login
- Select the account to login to and then click the "select" button
Dashboard
- The Dashboard shows all Jobs for a specific date - (By default date is set for today)
- Job Progress filter can be set to display only current or completed jobs (By default it is set to all)
- Clicking a Job will bring up the Job details
Live Driver Map
- The Driver Map will show all logged on drivers with allocated work
- The "Select Driver" drop down list allows for Active Drivers and specific Allocated jobs to be selected. This will bring up the Job details screen as soon above.
Quote/Book Job
- Allows for Jobs to be booked online
- Select the job date - (by default this is set to the current date)
- Select "Add Job Delivery Information" button to continue the job booking process.
This will display the overview of the entire job.
Key Information
- Select the "edit" icon to make any changes to the "key information" section on the job
- Select the "Apply Changes" button to confirm any changes or the "Cancel" button to reject changes.
Delivery Information
- Select "Add Pickup" - only a pickup can be added at the start
- Full Address – This is the default option and uses a database of all addresses listed in Australia based on government information.
Note: The following message will pop up if you have not entered a valid address
- If you would like to use a common address select the "Business / Site Name" drop down
Common Address
- Select from the drop down list one of the common addresses.
- Additional common Addresses can be added from the "Manage" section of the client portal
- From the Drop down select "Pickup Site Contact"
- If the site contact is not listed select the "Plus" icon
- Select "Adhoc Site Contact"
- Site Contact name is the only mandatory field
- Select "Create Adhoc Site Contact" button to add the new site contact to the job.
Pickup References
- Select the drop down list to add different reference types
- Enter the reference in the corresponding field.
- Select the "Add Reference" button to add additional references
Notes
- Select the "Add Notes" button
Manifest Items
- Select "Add Manifest Item" button to add information about individual items
- Enter details about each item then select the "Save" icon
Booking Time
- By default Booking time will be "Ready Now" -
- Selecting Ready Now to off will display option to select date and time
- Load duration will be set to the client default Load duration
Overall Payload Dimensions
This is a section for the user to enter the Length, Height, Width & Weight of the goods being picked up or delivered. This information is important for the user to enter if it is to be reported on at a later date.
- Height
- Length
- Width
- Weight (KG)
Select "Save This Pickup" button
Select "Save & Add New Delivery button"
This will go straight to the process of adding a delivery Leg
Add an additional Leg
- Select to add an additional Pickup or a Delivery
Add Delivery
Manifest Items
- Items added to pickup will be able to be selected for delivery legs
Pricing
- Select "Edit" icon to add pricing options to the job.
Note: The Service & Rate Types available will depend on the rate setup on your account.
Note: A Job can only be saved as a quote or booked once pricing has been added.
Query Jobs
The Query function gives the ability to search for Jobs with the following filters
- Date
- Job Progress
- Job Number
- Reference
- Caller Name
- Customer Name
- Invoice #
Invoice History
(Only available to users with an "Accounts" role)
The Ledger search function gives the ability to search for invoices with the following filters
- Date - Week Ending, Created Date & Due Date
- Invoice Number
- Job Number
Manage
The user is able to create contacts and common addresses
Note: To be able to create a Login user the Account Management role is required
Non Login User
Note: Only First & Last name fields are required
Login User
- Select "Add Role" button to add access roles to the user.
- Select "Add Role" button to add selected role.
- If there is no default dispatcher set the option to set the user as default dispatcher is available
- The role will appear as pending until the user accepts their role invitation
Creating a Common Address
- Select “Create New Common Address”
- Enter Location Name
Search for Address
- Select matching address from dropdown
- Select “Save” to complete process of adding Common address