Quick Guide Reply

Created by Paul Porter, Modified on Mon, 10 Mar at 10:29 AM by Paul Porter

It's pretty important that you follow the setup guide in order and complete each section, due to how the system works it's vital for the operation of it.

I've re-attached the setup guide, but as an overview to get to the stage where you can assign a driver a job.

Create your tarrifs, as on page 5 of the Guide this shows you how to create tarrifs. A tarrif is required to create a job otherwise the system doesn't know how much to bill the customer. Whilst it's then possible to override pricing when creating a booking there's some other elements that are then configured as part of this which is why it's essential. Typically you'd have a tarrif per vehicle size you offer, E.g Small Van, Medium Van, Large Van, Luton etc.
Creating your drivers, It looks like you've created yourself and Mohammad as drivers. However on Mohammad you've not enabled login on his contact so you would just need to edit his contact and tick enable login. Then he'll get an email to set a password and login to the app.
Creating a Customer, For you to then be able to create a job, you need a customer to be able to assign a booking to. If you go to Customers and then Create you should be taken to the new customer form where you can add your customers details in. This includes the customers name and address.
Create your first booking, you should now be able to create your first booking. To do this if you go to the home screen and then create booking you can fill out the create booking form including selecting the customer you've just created, the pickup and delivery addreses, and then on the second tab you can select which driver you wish to allocate the job to.

I hope this helps.