Everything being collected or dropped off shows on one screen, so whoever is driving knows the order of the day and the office can see where things have got to.
Steps
- Go to Pick up & Drop under bookings.
- Use Day View for today's run. Month View is for seeing how busy the week ahead is.
- Open Driver List for the addresses in order.
Keeping the status right
Each job moves through the day. The states you will see are Assigned, On Process, Ongoing, Finished and Complete, plus Cancelled and No Show when something does not happen.
Update it as the van moves rather than all at the end. The whole value of the screen is that somebody in the office can answer "where is my dog" without ringing the driver.
No Show is worth using properly. It is the record of a customer who was not there, which matters when the same customer does it again next month.
Reading the day
Show calendar summary gives you the shape of the day at a glance. Hide calendar summary puts it away when you want more of the list on screen.
Before the van leaves
Check the addresses rather than assuming. A booking with several pets can have different collection addresses, and that is exactly the sort of thing that gets noticed halfway across town.
Check the phone numbers too. A driver who cannot get an answer at the door needs the number in front of them.
If a job is not on the list
It was probably never added to the booking. Pick up and drop is added while the booking is being taken, so a booking made without it will not appear here. Open the booking and add it.