Understanding job icons
Job icons help show whether a job is assigned to your own vehicle/driver or to a subcontractor, and what stage the job is at.
Unassigned or editable job
If a job does not yet have a vehicle or subcontractor assigned, or if the assigned vehicle is not linked to a driver using the mobile app, the Edit button will display as a blue pencil.
Your Own Jobs
If a job is assigned to a vehicle used by a driver on the mobile app, you’ll see a smartphone icon in the vehicle field.
Blue smartphone = Job has been assigned
Green smartphone = Driver has seen and accepted the job
Yellow smartphone = Driver has completed the job
Yellow smartphone with red dot = The job has an attachment, such as:
driver note
image attachment
POD signature
Subcontracted Jobs
If a job is assigned to a subcontractor, you’ll see a subcontractor icon.
Blue subcontractor icon = Job has been assigned to a subcontractor
Green subcontractor icon = Subcontractor has accepted the job
Yellow subcontractor icon = Subcontractor has completed the job
Yellow subcontractor icon with red dot = The job has an attachment, such as:
driver note
image attachment
POD signature
How to access the Edit job page?
Clicking on the job icon at the left of the daysheet screen will take you to the edit job page.
Other Icons
Calendar Icon
You can click the calendar icon on the daysheet to schedule the job date, or edit it if you wish to change the date. Once you have selected the date you will need to Save you changes.
Contact Icons
If you need to call your client or driver before the delivery is done, you can use the icons below to easily manage who you've spoken to
Simply click on the cross to cycle through the contact icons. Don't forget to Save your changes.
Contact icons are also used if you have set your jobs to manually go to the mobile app. More info here.
The Split Job Icon
Click the blue split icon to split a job. For details on using split jobs, click here
The Split Contract Job Icon
Click the green split icon to split a job off a Contract. For details on contract jobs, click here
Accessing the Daysheet Reports
To access the daysheet reports, click on the email or print icon on the daysheet.
This will take you to a report where you can set your required fields and save the report. These fields will determine the data that is included in the report.
See more information about the daysheet and reports here.
The Save Icon
Click the save icon whenever changes have been made on the daysheet. If you do not click this before leaving the page, changes will not be saved.
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