How do I setup job completion requirements that my drivers can choose from in the Fleet Mobile App?
Job Completion Requirements
This module is a guide on how to setup job completion requirements that your Drivers can choose & fill-out before completing an order. An example of this could be an E-Signature of the recipient as Proof of Delivery (POD).
Create a New Job Completion
To Add a New Job Completion Requirement:
1. Click Settings.
2. Click Job Completion Requirements.
3. Click Create New Job Completion.
4. Choose a Task:
a. Pickup Parcel – The Driver will take a photo of the parcel.
b. E-signature – The Recipient should sign in the Driver's device.
Note: For E-signature, a “Text to Customer” section will appear.
c. Take Photo - Requires the Driver to take a parcel photo.
d. Enter Receiver - Driver will enter the parcel receiver, or the recipient's relationship to the customer.
They could also take a photo of the receiver (optional). e. Workflow - The Driver will be required to go through the Workflow set to complete the job.
The Fleet Mobile App will record the timestamp when the Workflow was done and will reflect in the job history.
Note: For the Workflow task, choosing a Workflow color is required and will reflect in the job post once the Workflow has been completed.
5. Enter a Title.
6. Enter the Instruction to Driver.
7. Enter or create a Tag.
Jobs with similar tag/s will include the task as their proof of delivery in the Job Requirements section in the Fleet Mobile App once the Driver tagged the job as Done.8. Click Add.
Update a Job Completion
To Edit an Existing Job Completion Requirement:
1. Click the Pencil icon under the Actions column.
2. Make the necessary changes.
3. Click Save.
Remove a Job Completion
To Delete an Existing Job Completion Requirement:
1. Click the Trash icon under the Actions column.
2. Click Confirm.
Activate/Deactivate
To Activate/Deactivate an Existing Job Completion Requirement:
Click the Toggle button under the Active column.
Arrange Job Completion Sequence
Click and drag the List icon beside the Toggle button.
The change in their sequence/order will also reflect in the Driver’s Fleet Mobile App.
Job Completion: Search Bar
The Search Bar can be used to easily find a job completion requirement.
Job Completion: Complete by Sequence
If the Complete By Sequence (Toggle) is activated, the Driver should complete the job in the Fleet Mobile App based on its order/sequence.
Their sequence will be represented in numbers as to show the order of the Job Completion Requirements once they have Done a job in their Fleet Mobile app.
Tooltip info if the Complete By Sequence will be turned on
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