Tip 1: Is a job too big for one load? Look for the split icon
Split a job into multiple loads directly from your Daysheet. More
Tip 2: Do you need to see specific information at a glance? Docket number perhaps?
You can add a reference field to the Daysheet. Reference fields are powerful! More
Tip 3: Penciled in jobs? You can apply a date directly from the Daysheet
Jobs with no date (unscheduled) sit at the bottom of the daysheet
Tip 4: Go to Account - General Settings to select display options:
Times - Pickup and Delivery time options (doubles as a handy way to order your jobs)
Driver - Assign a Driver as well as a truck from the daysheet
Addresses - Displayed on your daysheet at a glance
Tip 5: Mobile phone icons
Blue = Sent to Driver
Green = Accepted by Driver
Yellow = Driver completed
What do the other icons mean? More
More about the Daysheet:
Click the headers to sort the day sheet, e.g. grouped jobs by Vehicle
Add a tick to the Done box to move jobs to Invoicing, you'll have greater review functions
Click the arrow beside the date to collapse the days job list.
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