When routes are manifested, they are not automatically sent to the mobile, this is done manually incase there is any changes that need to be done to the route before the driver receives it. To check if a route has been released, head to Manifest and then Manifest (Route), on…
On some parts of Service Manager you’ll find you need to change between List View, and Grid View, see more detailed information, or to see a list of information. To do that, all you need to do is click the small button to the right of the search bar at…
Before any driver starts their work for the day, they can clock in using the Service Manager mobile app, in this help article, we will cover how to clock in, how to log breaks, and how to check them on the Service Manager software. Clocking in and out When any…
This release includes a range of improvements across Agreement items, Route admin, Routes and other settings and stability. Enhancements – Fixes – For any questions or support, please get in touch. You can raise a ticket at any time using the chat widget in the bottom right of the screen.
If your device is set to require a consignment number, you will be prompted to enter one when starting a job. This is typically used for hazardous waste collections where a reference must be recorded. 1) Open the consignment number screen When you start the job, the Enter Consignment Number…
Variable quantity items are used when the exact amount delivered may change on each visit. These are clearly marked with a blue Variable flag on the item. How to complete a variable item Once saved, the item will be marked as complete and you can continue the rest of the…
If a driver arrives at a site and the mapped location is not quite right, they can use the Parking Location button to update it. This saves their current location against the site so future visits will direct drivers to the correct place on the map. How to update the…
Drivers can quickly send a note to the office if they spot a potential sales opportunity while on site. This could be anything worth following up on, such as a customer asking about extra services, additional units, or another area that may need attention. 1) Open the site details pageFrom…
If something isn’t right during a visit, you can quickly log it directly in the app. Issues can be recorded either against the whole site or against individual items, and will be visible in Service Manager Desktop for follow-up. Reporting a site issue You can report an issue for the…
The Placement Wizard makes it easier to allocate placements to agreement items. Instead of manually assigning quantities to each placement one by one, you can add your placements and then drag them into place. You can access the Placement Wizard by navigating to Site Delivery and clicking Options, Placement Wizard….