How to set up Mobile Workflow to optimize your drivers' work?

To optimize drivers’ operation in the mobile app go to Settings -> Mobile Workflow. There are severla sections in this tab:

Section Driver’s Route List is used to set the time when a scheduled route becomes visible to a driver.

• Option When route is not empty means that the route will appear in the mobile app once it is created and assigned to the driver.

• By choosing the second option and specifying the number of minutes in the window you will set a time threshold when the driver will see the planned route in the mobile app. For example, if the routes are scheduled for a week ahead and you do not want multiple routes pop up in the mobile app set the time (120 min) and the route will appear in the mobile app 2 hours prior to the planned start time.
• You might want to Hide the route duration and planned distance from your driver, then you can enable this option as well.

Note: Pay attention to your Time zone for proper operation of this setting.

In the Load check section you can set up the Load Check workflow in the mobile app.

• Switch on Enabled and Mandatory load check before start to set up load check as an obligatory action. Additionally, you can choose Signature is required if you want the driver to sign the load check report.

A more detailed description of how to use Load check function you can find in How to Enable Load Check article.

In the Client's Sites section you can manage the following settings:

• Send notification with actual ETA en route - please select how you want en Route notifications be sent, automatically or by the driver. This type of notifications is triggered when a driver is leaving a previous stop.

• Sites reordering by driver 

• If you select Disabled for Sites reordering by driver the driver will have to follow the planned sites sequence without the possibility to change it.
• Enabling site reordering by driver allows the driver to re-order stops at their discretion by dragging and dropping the site cards up and down the list.
• The option to Send changes to the dashboard will allow the driver to change the sequence of the stops and will reflect those changes on the dashboard in a separate column in the Sites section that will appear there next to the Site # column after enabling this option.

• Delivery confirmation requires

In the dropdown list select the best delivery/pickup confirmation option for your business workflow. 

Not set means that there are no mandatory photos or signatures to be captured.

• Reject confirmation requires setting

You can also force your drivers take pictures if the order is not delivered/rejected/not picked up. To set mandatory reject pictures select Photo in the Reject confirmation requires list.

• Simplified completion enables a simplified workflow for a driver at the customer's. Please check the related article for more information on the subject.
• Entering COD amount is required - with this option enabled your driver will have to enter the amount of COD every time delivering an order. Please note, this setting is global and will refer to all delivery orders, even those that do not feature COD in the order details.

• Delivery

Enable Allow to reject more items than planned to give the driver the opportunity to enter more items in the 'Rejected Q-ty and Reason' field in the mobile app and enable Allow to deliver more items than planned in case there is a possibility that the driver would need to deliver more items than expected.

Case example: The driver is assigned to deliver 5 items, but loaded 10. The customer rejects all of them. The function will allow the driver to enter 10 in a quantity field.

• Collection

Choose Select Reason for Rejection if the driver cannot collect all items listed in the order and needs to specify the reason for rejected ones. It allows the driver to enter the quantity of rejected items and select the reason in the Track-POD app.

If you don’t need the reason, select Enter Actual Quantity. It allows the driver to enter the number of collected items if the order cannot be collected in full.

• Collect customer's feedback from - select how you want to capture customers' feedback: via the mobile app or via the Live tracking page.
• Uploading photos from gallery is not allowed - with this setting you can allow/prohibit your drivers upload pics from their device Gallery as POD pictures.
  
• Allow to specify location coordinates - allows a driver sending the correct location back to the dashboard app if it differs from the initial location coordinates. If the driver is less than 1 km from the initial location they should press 3 dots in the upper right of the Orders screen and click on Specify coordinates. Then they should select the location in the appeared map that is centered to their current location and press Submit.

• Hide ETA from driver - with this option enabled your driver will not see the planned ETA in the mobile app.
• Hide price from driver - the goods prices will not be visible to your drivers.