Go to Jobs - Add Job
- The only compulsory fields on this page are Charge To, Origin, Destination & Product.
2. Enter Job Date (if you don’t know the date yet you can leave this blank & the job will be saved to Unscheduled Jobs on your Daysheet screen)
In addition to be able to select the date using your mouse, you can also use Intelligent Date Picker click here for further information.
If your job is a recurring one, you can create multiple jobs by using Multi-Date Select. Hold down the CTRL key and click multiple dates on the Date picker to create multiple jobs.
3. Enter Charge To; this is who this job will be charged to (compulsory field)
You can type a few characters and your clients with those included will come up for you to select. It searches by Trading Name, Client code, First & Last Name, Phone numbers, Address, City.
4. Enter Origin; this is where the product is to be picked-up from (compulsory field). Start typing in a few letters & it will search through your client list. If the location is not found in the database, a small box will open where you can Add a new client or a one-off client. (see pic below). All origins & destinations come from your client list.
5. Enter Destination; this is where the product is going to be delivered (compulsory field).
6. Kilometres – leave this blank or enter the kms (if known) and it will remember this the next time you use this Origin to Destination.
7. Enter Pickup time if you know it, or this can be entered later on the Day Sheet screen.
8. Select Product (compulsory field). Do not enter the units in this field. (these have already been loaded against this product in your product setup page).
Once a product is selected and depending what Auto Pricing method has been selected the rate will be entered automatically.
9. Enter Quantity (if known, an estimation is also OK)
10. If you have reference fields turned on under your settings these fields can be custom named. (can be left blank)
11. Select the Vehicle, if you don't know which vehicle at this stage, you can enter this later on the Day Sheet screen.
All the rest of the fields can be entered now or directly on the Day Sheet screen.
12. Job Notes is a note section purely for the drivers or dispatcher to see. These notes will not be displayed on the invoice.
13. if you have another product for the same Origin & Destination. e.g. Lambs to be transported as well as Ewes., press the Add Row button.
14. To add a new job line and copy everything from the previous job line, press the Copy Row button.
To Save your job you have the following options:
Save & Exit – saves your jobs & takes you back to Daysheet screen
Save & Clear – saves your job and you can then enter another job
Save & Repeat – if you have another job to enter for same client it will repeat Charge to, Origin, Destination and Product. You are then able to go in and change any of those fields. A very handy option to save you time entering jobs.
Note: as soon as you add the Origin and Destination, a list of the previous jobs from this origin to destination is shown at the bottom of the page. Great for pricing if you need to remember client job history.
Regards
The MyTrucking Support Team
