To book a job go to the “Job booking” screen by clicking the following icon from the vertical menu on the left.
or use the Keyboard Shortcut - (Alt + B)
- Select Client - After client is selected option to select "Client Dispatcher" will become available
- Client Dispatcher - Select the Dispatcher from the drop down list
- If the Dispatch person is not listed in the drop down list enter their name in the Client dispatcher field
- Select "Create New Dispatcher"
- Select "Adhoc Dispatcher"
- Creation of an "Adhoc Dispatcher" only a first name is required
- Job Requirements
- Select Date job is to be booked for
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- Required Equipment
- From the drop down list select required equipment (when applicable)
- Job References
- From the drop down list select the reference type
- Enter the reference in the corresponding field
- Use the "Add Reference" button to add additional reference fields.
Select "Add Permanent Job Details"
Recurrence Details
- Select the edit icon to add Recurrence details
- Book for First available OR select when the first booking will be available.
Note: due to the Recurring Job Scheduler, the job cannot be booked for the next day as the jobs are booked at 11am the day before. If first available is selected, the details at the top will show when the first booking date will be.
- Repeat – When is this Permanent / Recurring job being booked (e.g. Daily (incl. Weekends), Daily (excl. Weekends) & Weekly (Custom Days).
The user can also select to allow this job to be booked until cancelled OR select an end date for the recurring job where it will no longer be booked.
- The default selection is Run Until Cancelled
- If the user chooses not to Run Until Cancelled, the user can choose a date for the last booking OR;
- The user can choose to only booked the job for a certain number of recurrences.
Select "Save Delivery Information" button to continue
Direct to Invoicing Option
The following requirements need to be met:
- Only a single pickup & delivery
- Priced as a Quoted Rate for Client & Fleet Asset
- Once Quoted rate amounts have been entered for the client and driver the Direct to Invoice option will become available.
- No additional charges - if an additional charge is added the direct to invoicing option is disabled
- If the additional charge is removed the Direct to invoice option will be re-enabled
- Select the "Confirm" button to save the pricing details
- Select the "Book Permanent Job" button to complete the booking process
- Permanent Job is pre-allocated to a driver - select the "Preallocate" dropdown
- Enter the Fleet Asset Number then select driver
- Select the "Preallocate & return to the Dashboard" or Preallocate & Book Another" button