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In this guide

Getting started

Your first operating day

Follow these steps to prepare a day, assign work and make it appear in the driver’s Mobile App.

Before you start

Before preparing the day, make sure you have a customer, truck and driver to assign, and an order with collection and delivery available.

What to do

  1. Create or check the customer, truck and driver
  2. Enter the order
  3. Open the Trip Plan for the correct date
  4. Assign resources and activities
  5. Save
  6. Select Inform drivers
  7. Have the driver check the activity

What happens next

When the driver updates an activity in the Mobile App, the status becomes visible again in the Dashboard. Check the plan if you need to change a date, resource or sequence.

Good to know

If something does not work

If the activity does not appear in the app, first check the date, assignment, plan save and use of Inform drivers. Then tell support which point remains blocked.

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