Begin Course
Hello! Welcome back to CRO University.
This time around, we're covering how to dispatch jobs to your customers.
Please click, "Begin Course" to get started.
Click here to search for a customer.
First off, I've taken the liberty of opening the Customer Center for you! That part should be old hat, at this point.
Now, before we can dispatch a job to a customer... we need a customer! Click here and we'll scrounge one up.
That one will do. Look familiar? It's the same customer we added in the Customer Creation course! Now that we have the customer, though, let's move onto your assets.
You'll want to change from "Available Deployed Assets" (because there aren't any, yet) to "Additional Asset Requests".
Now let’s switch from currently deployed assets to new Asset Requests.
Choose “Additional Asset Requests.”
There's "Additional Asset Requests". Let's click it.
Next, click the lower case (i) icon to see inventory details.
There. We. Go. When we tell CRO we want to dispatch something, it gives us a full list of each and every one of our Asset Types. All we need to do is decide what this customer is going to get. Just before we pick one, though, let's click on this lower case I, right here.
We can close this popup, for now.
Ah, would you look at that! It's a full break down of all of the assets available of this Asset Type. This list will show you the Total Inventory for this Asset Type, then how many are currently Deployed, Out of Service, Returning to a holding yard and how many are currently Available for deployment. Often times, it helps to glance at your asset availability before sending a Driver out for a job they can't do!
Believe it or not, we're going to come back to this screen. Before then, though, let's click this little "X" to close this section.
Click on “Delivery” to schedule the Drop off of this 10 yard.
There we go. Now you'll see several different job types under each of your Asset Types. We offer the ability to rename these job types, so whereas we call them, "Delivery, Live Load / Haul, Service and Pick Up" you may very well use different terminology. Luckily, we also color code our job types, which makes it incredibly simple to follow.
- Blue job types are for new deployments. When one of these jobs is completed, you'll be leaving this asset type behind.
- Pink jobs are for jobs that will temporarily use an Asset, but won't deploy it. This is for delivering materials or machinery, or (as in our case) Live Loads.
- Yellow jobs are commonly called a "Service". This is for times when you need to go do SOMETHING to an asset, but you're not removing it from the jobsite. Maybe it's a dump and return, or a pump out. In either case, you're not removing the asset.
- Red jobs are for removing assets. It's the exact opposite as the blue jobs, where you're removing an asset that was there.
We actually have one more job type, but we can't access it, just yet. Focusing on just job creation, though, let's create a new Delivery!
This option lets you assign this job directly to one of your active Trucks.
And we're on our way! So, first off, we immediately get the ability to attach an Asset Description to this Delivery job. Next to that, we get the option to provide a quantity, as well, to deliver all at once. What do you suppose this "Select a Truck" option does?
Let’s leave it unassigned, for now, by choosing, “Select a Truck.”
Yup. This will give you a list of all the Trucks you have available in your system. If you're already sure which truck should take this job, you can tell CRO, now. Otherwise, you can leave this job Unassigned for another dispatcher to assign this to a Truck, later! Actually, let's do just that. Let's leave this job Unassigned.
Click here to change the schedule date for this new job.
There you go. Next, let's change the date of this job. By default, CRO will assume it is happening a little later, today.
Now choose the 13th for your Schedule Date.
Full calendar! How nice is that? Let's pick a different date.
Let’s change the priority of this job.
Now that that part is out of the way, you can also change the priority of this job.
High priority is a good option!
Let's make this one High priority. Why not? It's just for testing!
Please schedule an additional Delivery of a 10yd Rolloff.
Next, if applicable, we can also specify the start and end time for this job. Now, it won't penalize the Driver if they start or complete this job outside of this time window, but it makes it clear to both the Dispatchers and Drivers exactly when the job is expected to be completed.
Just before we submit this job, though... what if you want to do multiple jobs, all at once? Let's click for another Delivery to show you how to do just that.
Let’s cancel the Group Request, for now.
Right away, a few different things change in here. You'll see this new bar that lets you know this is now a "Request Group". You'll also notice the "Create Request Group" button, down here. It's that simple! Speaking of simple, let's remove the second job from this request.
Only thing left to do is create this request!
And we're back to one. The only thing left to do, now, is submit this request!
Sure enough, now that we've created the job we can start adding some details to it! That said, we're going to save that for our next course: Customizing Job Requests.
For now, this completes our course on creating jobs. Don't fret, though! We still have a lot more fun stuff to cover.
Please click the “X" button at the top right to finish this course.