Begin Course
Hello! Welcome back to CRO University.
In today's course, I'm going to show you how to customize your job requests.
Please click, "Begin Course" to get started.
Let’s change this job type.
We're picking up right where we left off in the last course! We do now have a job created, but there's so much more we can do with it.
Since we covered assigning the truck, changing the date, priority and service times, let's look at the goodies below. First, let's try and change the job type.
For now, let’s keep this as a Delivery.
There we go. Now, you can't change -ANY- job to -ANY OTHER- kind of job, as they all behave differently. However, you can always change a job type to another -similar- job type, with this drop down. We'll keep this as a Delivery, for now, though.
Click here to activate a signature requirement on this job request.
Next we can set the Asset Description, Asset number and Quantity. Beneath that, we can also set a Reference or Purchase Order number (if necessary) as well as any job requirements. Let's click on the first job requirement, shall we?
Now let’s set an Image Requirement.
Ah, you see, these are different criteria that must be met for the Driver to complete the job. This is strict! If you require a signature from the customer, as in this case, then the Driver will literally not have access to the "Complete" button for this job until they get a signature.
Let's click another one.
Finally, let’s set this option, as well.
Yup. Now this job requires a photo be taken, as well.
Most of the time, this is a picture (taken by the Driver) to ensure the proper placement of a bin. For any jobs that may require going to the dump, this is also an easy way for the Driver to attach an image of the scale ticket right to the job, itself. Fantastic!
What does this last option do, though?
Clicking here will allow you to add a Dispatch Note for this job.
I'm glad you asked! This one isn't meant for the Drivers, but for the Dispatchers. Have you ever had a customer ask, "Can you call me before you send the Driver out here?" If so, then you already know what this button is for!
It marks it as "requiring a phone call" before assigning it to a truck. Hey, we try to think of everything!
Moving onto Dispatch Notes...
This is where you tell CRO that you want to attach an image to this job.
This field is for any additional information this Driver would need about this job. Maybe it's special contact information, or maybe it's even some simple, alternate directions due to inclement weather. The possibilities are endless!
Next button, the Camera.
We can close this popup, for now.
No, no, this won't suddenly sprout a camera out of your screen. Instead, this is where a Dispatcher can attach an image to the original job. This is also where all the images that the Drivers attach to the job will go, as well. We can close out of here, for now, though, by hitting, "Save." No images, yet!
Let’s check out the different Recur settings.
Our next one is a bit of a deep dive. This is for scheduling future jobs, after this one for this particular asset.
Select the 17th of the month.
Boom! Check that out! Right off the bat, we have three different options. Each one is a different way to schedule future jobs for this asset we're deploying. First, we have the Timeline Options. A little less talk and a little more action, though, eh? Let's click on a future date.
Click here to change this job type.
There you go. Right off the bat, we're now scheduling a future Service for this asset. Simple! Let's make it a Pickup, though.
Please select the Pickup option.
Click here to schedule a future Service on this asset.
Hah! Now, not only have we scheduled the Delivery of the asset (which hasn't even been started yet!) and now we're also telling CRO to schedule the Pickup for us, days down the line... automatically! Let's schedule a Service inbetween, too.
Click on this date to select the scheduled Pick Up.
Did you notice this section on the right? As you can see, you're able to set all the other options for the scheduled jobs, as well. Do you know which truck is going to make the pickup? Let's see how to do that. Please click on the date selector next to the "Pickup" job.
Click here to assign a truck to this Pick Up job.
And, now, let's assign this future Pickup to a truck.
Now, click here to assign this job to the CROMobile.
Let’s move onto Recur Options.
Would you look at that! This Delivery hasn't even been started, yet, and we've already told CRO that the CROMobile will be picking it up a few days later. Couldn't get any simpler than that!
You'll notice you can also set the job requirements, dispatch notes and more for those jobs, as well. Let's move onto Recur Options, though. These types of repeat jobs work a little differently.
Select Tuesday for this Recur.
Right away, you should start to see how this Recur operates. Instead of being interested in individual days to schedule jobs, we can tell CRO to keep dispensing them indefinitely! For example, without even changing any options, we're telling CRO we want to schedule a weekly Service of this bin from here on out.
We can even choose which day of the week!
Click here to make this a bi-weekly recur.
See that, at the bottom? "Request will recur weekly as a Service request, on Tuesdays." This thing even gives you a script! Let's make it a bi-weekly job, what do 'ya say?
Let’s tell CRO when to stop recurring this request.
It's that simple. Now it's every -2- weeks instead of one. As of right now, this Recur will create a Service request every other Tuesday until the end of time. Let's change that with, "Ends."
Please choose, “On” in order to set a date for this Recur to end.
Now we have a few options. We can either choose, "After" so it only repeats our bi-weekly job dispatch a certain number of times, or we can give it a date to stop on. Let's choose "On."
Let’s tell CRO when to stop recurring this request.
And, now, let's choose a future date to schedule the completion of this Recur.
Since this is a bi-weekly recur, let’s pick a date from next month.
Let's choose a day next month.
Please choose the 15th.
This day will do.
Let’s move onto Route Options.
And there you go! Now we'll repeat this job every two weeks until the day comes for it to end. One more trick up my sleeve, let's look at Route Options.
Click here to add this new asset onto a route, once the Delivery is completed.
Now, I'll admit, our Routes are not ideal for every industry. If you have customers who get regular service, indefinitely, on certain days of the week (let's say) then you'll likely want to use our Routes. We'll save all the details for our Routes courses, though!
For now, suffice to say, if you know which Route this asset should go on you can click this green plus sign, here.
That completes the Recur options. Let’s cancel, now.
There you go! As soon as this Delivery is completed, the asset will immediately go onto a route. Now, rest assured, we have many more interesting features for our Routing, but we'll save that for a future course. For now, let's click "Cancel." We'll keep things simple.
Let’s move onto Destinations.
Back to our buttons! Hopefully you haven't forgotten this page, yet. Next, let's click the dump truck.
Click here to set a “start” destination for this new asset.
From the top down, this option allows us to specify the holding yard you want the Driver to pick up this bin from (in case you have multiple), followed by which of your dump destinations they should take this unit to when it's full. Of course, this is a Delivery, so there's no need to set a dump destination.
Finally, quite fittingly, we also have a Final Destination (that is, which holding yard of yours) to leave the asset at once it's picked up. Again, this is a Delivery, so the final destination is... with the customer!
If you only have one holding yard, then you won't have to set the Start or Finish destinations, as your one yard will be selected by default. However, if this were a Service, Pickup or any other job that would require going to the dump, then it's that easy to pre-set the option for the Driver!
Let's set a Start Destination, since this is - indeed - a Delivery of a new asset.
The East Yard will work.
Ehhhh... let's pick the East Yard.
Let’s save these Destination options.
Now let's save this Destination.
Please click on the “hamburger” button.
Our next feature is incredibly important, but it's not very applicable for Deliveries, so let's go back to it. Instead, let's leap frog over to this final, hamburger button.
Click here to see the Request Ticket, which includes all the details.
Alright, as soon as we hit that button... we're now temporarily behaving like a Driver! Now, what I mean by that, is that we can add in Driver/Completion notes, change the asset type (in case we made a mistake when we created the job), add an asset number (if you track them) as well as completing or failing this job.
Beneath that, you'll also notice that you can see the Request and Scale Tickets for this job that provides all of the information provided, thus far. Did you want to see who created this Delivery? Let's click on the Request Ticket.
Let’s cancel this print.
There you go. This is your Request Ticket! Sometimes referred to as a Work Order. We'll deep-dive into this thing later, but this is a very easy way to track down who created the job request and the precise moment they did. Let's cancel back.
Time to complete this job request!
If there were any materials or weights added to this job, we'd be able to see those on the Scale Ticket. It's blank, now, though so let's complete this job. I have another amazing feature to show you!
Please click OK.
OH!! We got an error message. What could that be? Ahhh... if you read it, it's saying that we require asset numbers for this asset type. Let's click OK.
Click here to enter an Asset Number for this asset, since they’re required.
Let's click here to enter an asset number.
Now we can complete this job.
Now, let's click "Complete" again.
Click here to schedule a “Service” of this asset.
Done and done. Did you notice what happened, there? We delivered the asset, and now it's showing as deployed with this customer! What's more is that we have some new options, now. Let's hit the "Service" button, this time around.
Click “Create Request” to continue.
Hmm. So far, things look pretty similar to when we created the Delivery. You see, at its core, each job type is handled very similarly... they just each have their own purpose! Let's create this request.
Click here, now that we have a Service job active.
There it is! Now, once again, this doesn't look all that different from any other job. You can change the job type to a compatible alternative, set requirements and everything else. What's different, now, though is that this is a Service job. Let's go back and hit that box, this time around.
First, we need to add in a weight.
I love this part! This is our Additional Products and Services popup. We call it the APS, for short. This thing is SMART.
Now, the whole idea with the APS is to attach final charges to the invoice for this job. Or, alternatively, to at least capture all weights and materials for this job. You can also enter the Scale Ticket number, Scale Ticket total, as well as Dispatcher and Driver notes for this job.
Let's get the process started: click here to enter a weight.
Clicking “Add Line” will let us associate the weight to a Product.
Excellent! In this case, we're entering the weights in tons. If this isn't your Net Weight, then you can also enter the Light Weight (that is, the curb weight and weight of the empty asset) as well as Deduct weights in case some of the materials can't be accepted.
Now that we've entered the weight, did you notice that this bottom right hand side updated? It's showing that we've entered our weights, and yet its 100% unallocated. That means we need to tie this weight entry to a Product.
Here, let me show you. Let's click the "Add Line" button, here.
Now, let’s add a Product to this weight entry.
See that? Now we can add individual Products to this job!
This would include weight-based Products (like Concrete, Yard Waste, Steel, etc.) or quantity-based products, like tarp cleanings and extra rolls of toilet paper. In this case, let's add a weight-based Product, since we added in the tonnage, before.
Let’s add 100 to the Weight %.
I took the liberty of picking one for you! Now, for all the accountants out there, all of these Products are configurable from the CRO Billing system. We're getting ahead of ourselves, though!
Remember that "100% Unallocated" we discussed, earlier? Well, now, let's allocate it! We'll need to specify that this weight-based material is 100% of the total weight.
Let’s change this Weight percentage to 50%, so we can add another.
Done. Now that bin is entirely full of that one material!
Hmm. What if we want to provide multiple materials, especially if we need to remain LEED compliant? Let's change this back to 50%. Half the load.
Let’s add another Product to this weight ticket, with “Add Line,” again.
Now, let's add another material, just like before.
Click here, one more time, to add our second Product.
The only difference? Let's put the final 50% in this other material.
Click here to save these Products to the job.
Easy breezy! Now 100% of our tonnage is allocated. Furthermore, each Product can have its entirely own pricing structure, making sure that the invoice they get is exactly what they expect. If you're adding in Quantity-based products, then you can ignore the percentages and heavy weights and percentages, entirely, and just put the quantity into this final field.
Did you notice that "Deployment Template?" This is for when you know that the materials that are entered into jobs for this asset will always be the same. For example, if you're doing a large demolition job with this customer, you can enter C&D as the Weight-Based product and then you won't have to enter it every single time. Neat!
Now that we covered all that, let's hit the Save button.
Only thing left to do with this job is Save it!
Before we move on, I want to point out that box icon, again. Noticed that it changed? The orange circle and green check box let you know that both the weights, and the products have been entered for this job. There's no way to miss it! Let's save this job.
Click here to go from Deployed Assets to new Asset Requests.
Alright, there's just one more thing I want to show you: group requests and how to process them.
First, we'll have to go up here and tell CRO that we want to create a new job.
“Additional Asset Requests” will show you a list of all your current asset types.
Please click, “Delivery” on the 10yd.
Next, let's click Delivery on two of these assets.
Let’s click it, one more time.
And the second one...
Time to create this Group Request.
There you go, back to the Group Request option. Let's submit it, right out the gate.
Click here to open this Group Request.
Ah, do you see that? Now, instead of one box with one job, we have one box with two jobs in it! Let's click it.
Now, click here to open up this individual job within a Group Request.
Yes, indeedy. We have both of the Delivery jobs within this group. If we click on one...
You'll even see that we can configure ALL of the usual job request options for these, individually, even though they're all grouped together! Couldn't be simpler. Otherwise, they function just like regular jobs... only there's multiple of them!
And... yeah! That's about all the many ways you can customize job types. Admittedly, we still have more to cover when it comes to jobs, but for now... OUR job is done.
This completes the course on customizing job requests. Please click the, “X" button at the top right.