Sameday Job
General Booking Information
Enter the customer account name / number
Enter the bookers name
Company / Post Code / Town you can enter the company name of a stored address, a town name or post code, this
will then give you the option of entering if this is a collection or delivery
and completing full address details, you will have the option to “use” which
will add but not save the address “use + save” which will add the address and
store in address book.
If you update details on a stored address it will ask
you if you want to overwrite the details in the address book, “OK” will update
the existing saved address, “Cancel” will create a new address book entry
Select vehicle required
Enter Customers reference for the job
Update email address, if the customer has an
email address other than
their own they would like updates to be sent to multiple emails can be entered, just use a comma to seperate.
Create job with hot key F5 or clicking green create job in the middle of the screen
Tab Options
Map Options;
Add a default
waypoint will all you to add a “via” to the route
Re-Route
Shortest which change the route to shortest rather than fastest current
Return journey to 1st collection point will create a wait and return job
Optimize
address will reorder addresses if a more economical route is available
Revert
address order will return addresses to originally entered order
General Notes; Notes field which is visible to the customer and will display on the docket
Private Notes; Internal notes only, not visible to the customer
Invoice Notes; Notes to appear on the customers invoice next to the job
Add Costings (F6); Raise an additional charge to the job, from either a preset list or a manual charge. You can enter a cost and allocated to a driver / supplier & sell price with the option to break the cost down on the invoice.
View Costings; Will show any additional costs on the job
Dimensions (F7); Allows you to enter detailed weight and dimensions
Notify Contact; Allows you to tag another address to the job as a visual with no action
Email Quote; Allows you to send the details of the journey with the price of the job to the customer before booking
Open Quotes (F4); Allows you to recall previous quotes made on the account to create the booking
Account History (F2); Allows you to view the past bookings on the account to rebook
Multi Book; Allows you to set a repeat booking pattern for the job, this will create all the bookings at once rather than a schedule booking
Add/Edit Drivers; Will allow you to assign a
driver while booking the job
Calculation; Shows you how the quote was calculated ie. the milage rate used or the fixed rate
Switch Screens (F8); Allows you to switch to an overnight / export booking screen if you started the booking in the wrong screen
Create Account; Should you have the Navigator / SagePay Credit Card module this will allow you to create a new credit card account in the system and take payment for the booking
Additional Features
Address' can be dragged to
change the order or to change from collection to delivery, vice versa
Clear button between
addresses will wipe the entire screen
Ready and close times can
be added to each address
Addresses can be delete by
dragging them to the dustbin between the addresses
Plus sign between addresses will allow you to
enter full addresses manually
The milage and time frame
will be shown above the map
The route line on the map
can be dragged to create a via or waypoint
If
a bespoke price is required you can apply a spot price which will enable you to
add an amount fixed as a total, then whether to add automated surcharges or not (fuel)