โ ๏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. โ ๏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
Go to Clients > Find Clients
Click on the Client
Scroll down to the Client Attachments section and click Add Attachment
Browse for the attachment and Save
The attachments will show underneath
๐ก 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.
If you enable the Charge Client to show on the mobile app, this will show in the note section alongside the job note.
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.
๐ก Top Tip
Job attachments which are specific to the job can be uploaded to each job by dispatch. The job attachments will show under the job details.
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Need more help?
Reach out to our MyTrucking Experts from the Messenger or search for more Help Articles.
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