Contract Overview
The purpose of a Contract is to deliver an intended or agreed quantity. For this reason, MyTrucking will accurately update the remaining Contract Quantity with the actual quantity delivered.
To create a Contract, go to Jobs > Add Contract to open the Add Contract page.
The Add Contract page is similar to the Add Job page, with a few fields excluded (Job Date, Pickup/Delivery Time, and Vehicle). These fields relate to actual jobs and can be allocated when a job is split from a contract.
Attachments can also be added to a contract and copied to future jobs created from it.
Contract Attachments
Attachments can be added directly to a contract.
This is useful for documents that should be available on every job created from the contract, such as:
Site maps
Safety instructions
Induction documents
Delivery procedures
Instead of uploading the same attachment to each job individually, you can upload it once to the contract.
To add attachments to a contract:
Open the contract.
Click Add Attachment.
Either:
Browse and select one or more files from your computer, or
Drag and drop files directly onto the Add Attachment button.
Tick Add to Job if you want the attachment to be copied to any new jobs created when the contract is split.
Save the contract.
š” Top Tip
Attachments marked Add to Job will automatically be copied to any new jobs created from the contract.
Contracts on the Daysheet
When a Contract is created, it is located in the Contract section at the bottom of the Daysheet with a Green Split icon.
The Daysheet example below shows a Contract that has had a job created, assigned to a vehicle, and scheduled for delivery.
š”Top Tip
A job that is created from a Contract cannot be subsequently split. This button will be greyed out.
A job which has been created from a contract can be copied or repeated and this will update the quantity on the contract.
A Contract is the master or parent job that will show the remaining quantity intended to be delivered.Ā
A Contract is not actually delivered itself, so it does not have a job date and cannot be assigned to a vehicle.
You're unable to report on an outstanding contract. Instead you can see contracts on the Daysheet grouped at the end of the page.
You're unable to edit the Product on a job which was created from a contract.
Creating Jobs from the Contract
To create jobs from the Contract, simply click the Green split icon on the Contract job. The details of the load to be delivered are entered and the Contract quantity is updated to reflect the remaining quantity.
The additional jobs will be created on the Daysheet with the Grey icon indicating they are from a Contract.
When actual quantities are returned via the Mobile App or updated on the Daysheet, the quantity of the Contract is updated with the revised quantity.
When creating a job from a Contract, the previous jobs can be seen in the Related Jobs window. These will total the quantity of the jobs created from the contract so far.
Clicking on any of the Job ID's in this window will open the Edit Job page for that job in a new tab on your browser.
š”Top Tip
You can also Upload and Repeat jobs from the mobile app and the total comes off the contract. You need to allow this in the driver settings.
Multiple Jobs over Multiple Dates
When splitting a job, if you need to create multiple jobs over multiple dates simply hold down the CTRL key and click on each date to select them.
Completing a Contract
When a Contract is completed, it is marked as Done on the Daysheet which will remove the job from the Contract section. The Contract will not move to the invoicing page and will be marked as Non-Billed (N) on the Find Jobs page.
Can I Import Contracts?
No, importing contracts isn't supported at this time. However, you can import jobs.
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