You will need…
Overview
Once you’ve created and called off your quote, you’re ready to allocate the job to a driver to be completed! This document will provide a step-by-step guide on how to use the Daily Allocation screen to assign a job to one of your drivers.
Solution
- In your MOVE environment, expand the Allocation menu item by clicking on in
- Select the Daily Allocation button to navigate to the next page
- At the top of the screen, you can filter the Jobs view by using the date, location and/or shift type so you can find the jobs that you need easily
- Find the ticket number of the job(s) you’d like to allocate and tick the check box on the left hand side of the row
- Once you’ve checked the jobs you’d like to allocate, click the Allocate Jobs icon at the top right of the Jobs screen (represented by a + icon)
- Click into the Available Vehicles drop-down and choose the vehicle you’d like to select
- Click the Allocate button to assign the job
Notes
- Expand each vehicle’s menu item to see all allocated jobs to that vehicle with dates within the selected parameters
- See Vehicle Checks / Completing a Job via the Mobile App for next steps