You will need…
- A Quick or Full Quote
- Driver Allocated to a Vehicle
Overview
Once you’ve successfully saved a quote for your customer, you can now decide when you’d like to call off the job which will make it ready to be assigned to a driver.
Solution
- In your MOVE environment, expand the Quotation menu item by clicking on it
- Click the Add Quote button to navigate to the next page
- Using the provided search fields, enter the details for the quote that is ready to be called off
- Click the Edit Quote pencil icon to view the details and double check everything is still correct
- Scroll to the bottom of the page and find the quote you’d like to call off (if there are multiple)
- Expand the quote by clicking on the job type abbreviation (e.g MA for Muck Away)
- Click on the Call Off button which is represented by a small truck icon on the right hand side of the quote line
- Check the details provided again and select which type of call off you’d like to proceed with:
- Single Call Off is for jobs which will be completed in one go
- Multiple Call Off will cause each load/tonne to be split into separate jobs to be completed over a number of days
- Click Go
Notes
- Alternatively, you can call off a quote quickly via the customer’s quote overview screen
- Delivery Time Window allows you to decide what time of day the job(s) will be scheduled for your drivers once allocated
- See Allocating a Job to a Driver for next steps