Driver App Workflow

Owned by Michelle Cabaya (Unlicensed)
Last updated: Mar 17, 2023
7 min read

Pickup and delivery workflow starts with the Stops List which displays each location that has active and complete pickups and/or deliveries. After selecting a stop, navigation buttons at the bottom guides the driver through a standard workflow.

With Unconfirmed Stops

If there are unconfirmed stops, these will display at the top, and tapping Next will bring you to the Stop Info screen of the first unconfirmed stop.

Without Unconfirmed Stops

If there are no unconfirmed stops, tapping Next will bring you to the Stop Info screen of the first stop in the Stops List.

On Demand Workflow

Optional On Demand Workflow for Unconfirmed Stops

Confirm All

You can confirm all unconfirmed stops from the Unconfirmed Stops screen by tapping Confirm All.

Confirm Individually

You can confirm stop individually by tapping on the stop then tapping Confirm Stop from the Stop Info screen.

Basic On Demand Workflow

Stop Info

If the stop is unconfirmed, you must first confirm the stop by tapping Confirm Stop. See Confirm Individually above.

From the Stop Info screen, the stop can be marked as arrived by tapping Arrived.

Complete Stop

The Complete Stop and Complete workflow buttons will be displayed once all of the requirements have been met.

Pickup
Delivery

After completing the stop you will be taken back to the Stops List.

Optional On Demand Workflow When Arriving at a Stop

Geofencing

When geofencing is enabled and you are outside of the set geofence radius, an alert will pop up when you try to update the stop.

Parcels

Parcels are entered on the Parcels screen. If the stop has expected parcels, the Pickup or Delivery workflow button will display to take you to the Parcels screen. If there are no expected parcels, you can click Parcels on the Stop Info screen to go to the Parcels screen.

Overage Parcels

When scanning an overage parcel on a consolidated on demand order, you will be taken to the Pair Pickup Parcel screen to choose which pickup the parcel would be paired to.

You may be taken to the Overage Defaults screen depending on your user’s permission setup.

Required Parcel Input

If a parcel type, parcel status code, and/or parcel refrigeration type is required, you will be taken to the Required Parcel Input screen after scanning a parcel.

Optional On Demand Workflow When Completing a Stop

Required Driver Input

If a driver input is required, you will be taken to the Required Pickup/Delivery Input screen.

Pickup
Delivery

Visual Proof of Delivery

If the stop requires visual proof of delivery, you will be taken to the Visual Proof of Delivery screen. If it is not required, you can add one when completing the stop by tapping on Visual Proof of Delivery on the Complete Stop screen.

Proof of Delivery

If the stop requires proof of delivery, you will be taken to the Proof of Delivery screen. If it is not required, you can add one when completing the stop by tapping on Signee and/or Comments on the Complete Stop screen.

Signature

If the stop requires a signature, you will be taken to the Collect Signature screen. If it is not required, you can add a signature when completing the stop by tapping COLLECT SIGNATURE on the Complete Stop screen.

Routed Workflow

Basic Workflow

Stop Info

From the Stop Info screen, the stop can be marked as arrived by tapping Arrived.

Complete Stop

The Complete Stop and Complete workflow buttons will be displayed once all of the requirements have been met.

Pickup
Delivery

Optional Routed Workflow When Arriving at a Stop

Geofencing

When geofencing is enabled and you are outside of the set geofence radius, an alert will pop up when you try to update the stop.

Required Driver Input (Arrived)

If a driver input is required on arrival, you will be taken to the Required Arrival Input screen.

Force Location Scan (Upon Arrival)

If you need to perform a location scan upon arrival, the Arrival Scan workflow button will display and take you to the camera to perform the location scan.

Parcels

Parcels are entered on the Parcels screen. If the stop has expected parcels, the Pickup or Delivery workflow button will display to take you to the Parcels screen. If there are no expected parcels, the driver can click Parcels on the Stop Info screen to go to the Parcels screen.

Overage Parcels

When scanning an overage parcel on a consolidated routed order, the driver will be taken to the Pair Pickup Parcel screen to choose which pickup the parcel would be paired to.

Required Parcel Input

If a parcel type, parcel status code, and/or parcel refrigeration type is required, you will be taken to the Required Parcel Input screen.

 

Optional Routed Workflow When Completing a Stop

Required Driver Input (Completed)

If a driver input is required on completion, you will be taken to the Required Completion Input screen.

Force Location Scan (Upon Departure)

If you need to perform a location scan upon departure, the Departure Scan workflow button will display and take you to the camera to perform the location scan.

Visual Proof of Delivery

If the stop requires visual proof of delivery, you will be taken to the Visual Proof of Delivery screen. If it is not required, you can add one when completing the stop by tapping on Visual Proof of Delivery on the Complete Stop screen.

Proof of Delivery

If the stop requires proof of delivery, you will be taken to the Proof of Delivery screen. If it is not required, you can add one when completing the stop by tapping on Signee and/or Comments on the Complete Stop screen.

Signature

If the stop requires a signature, you will be taken to the Collect Signature screen. If it is not required, you can add a signature when completing the stop by tapping COLLECT SIGNATURE on the Complete Stop screen.

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