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20/11/2024 - Client and Location Attachments
20/11/2024 - Client and Location Attachments

You can now have attachments for your clients & locations which will appear in the drivers app.

Support avatar
Written by Support
Updated over a month ago

โš ๏ธ This article relates to our new edition of MyTrucking which includes various new features including Multi-leg. We are gradually rolling out the new edition of MyTrucking and will be in touch when your company is ready to be migrated. โš ๏ธ

What is Client and Location Attachments?

Client and Location Attachments allows essential documents related to a location client to be uploaded to the client and viewed directly through the drivers app. This feature ensures that all drivers have the necessary information at their fingertips, helping them to complete their tasks successfully and safely.

How Does It Work?

Dispatchers can upload documentation to location clients and each job created for that specific client will have the attachments sent to the mobile app.

Common documents that can be attached include:

  • Mud/site maps

  • Site safety instructions/checklists

Supported File Types

To maintain consistency and security, Client and Location Attachments supports the same file types that can already be attached to a job by dispatchers and drivers:

  • JPG

  • PNG

  • TIFF

  • TXT

  • PDF

  • XLS/XLSX

  • DOC/DOCX

Steps to add a Client and Location Attachment

  1. Go to Clients > Find Clients

  2. Click on the Client

  3. Scroll down to the Client Attachments section and click Add Attachment

  4. Browse for the attachment and Save

  5. The attachments will show underneath

๐Ÿ’ก Top Tip

Before uploading your client attachments, make sure they are saved with a meaningful name. This is the name that will appear in the mobile app for the driver.

What does the driver see?

When the driver views the job on the app, they will see a red icon (i) notification to show that there's an attachment.

โš ๏ธ You may notice the job note notification icons (i) have changed from black to red too.

When they click on the Origin or Destination the attachments will show at the bottom. The driver can tap on the attachments to view them.

Steps to remove a Client Attachment

Click on the X to delete the attachment.

Will job attachments change?

No. Job attachments which are specific to the job will remain as they were. This new feature is adding attachments at client level which will be available on all jobs with that client.

๐Ÿ—’๏ธ Related Articles


Need more help?

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