Edit job icons
Clicking on the pencil at the left of the daysheet screen will take you to the edit job page.
The colour of the pencils reflect the colour of the mobile phone icon, so you can easily see if a job has been assigned to a driver, accepted or returned.
If the job does not yet have a vehicle assigned, or if the assigned vehicle is not linked to a driver using the mobile app, the edit button will be displayed as a blue pencil and no mobile phone icon will show on the vehicle field.
If the job is assigned to a vehicle that's used by a driver using the mobile app, you'll see the blue smartphone icon in the vehicle field
When the smartphone icon turns green, it means the driver has seen and accepted the job
When the smartphone icon turns yellow, it means the driver has completed the job
If the yellow phone icon has a red dot, it means there is something attached to the job eg: a drivers note, an image attachment, or POD signature
Other Icons
Calendar Icon
You can click the calendar icon on the daysheet to schedule the job date, or edit it if the date changes. 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
The Email Icon
Click the envelope icon to email a PDF of the daysheet, for that vehicle, to someone
The Print Icon
Click the orange printer icon to print the daysheet for that vehicle. The large printer icon will produce a PDF document for all jobs that day. The small printer icon will produce a PDF document of jobs for that vehicle or destination for that day.
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.
Completed Jobs
Tick the “Done” tick box at the far right of the Job Line, then Save, this will move that job from the daysheet to the invoicing section, ready to be checked off before invoicing.
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🔑 Keywords: symbols, icons