NOTE

The Job tab and job flow is being replaced by Valet orders. Read the help doc for Valet orders here.

Overview

To understand how jobs work in general & the setup of a job page, check out the Job Overview doc.

Collection jobs created by a user from the Customer Portal can be stand-alone jobs to collect items they have under "Items with you" (with user) or, most commonly, as jobs created as part of an order to store new items. 

In the case that empty boxes have been requested as part of the order, the Collection job will have an Empty box delivery related job linked to it. In the case that only bulky items have been selected in the order, only a Collection job is created.

1. Collect from customer

Drivers working on a collection job will get an overview of the items to be collected and can click on the address to open Google Maps navigation to that location. To call the customer, click on the phone number.

Successful collection

Once the collection has been completed, click on the Collected button to move onto the second phase of setting the states for each item and putting them into storage.

At this point in time, the item state for the items will be set to In transit (to storage)

Failed collection

If, for whatever reason, the customer is not available and the collection isn't possible, click on the Collection failed button. The system will automatically add a Failed collection charge to the job and send an email notification to the customer. 

2. Store in warehouse

Once items have been collected from the customer, each item needs the State and Location set. Click on the Set location button to do this for each item

Not collected items

If an item was expected be collected but the customer decided not to store it or held onto the item, set the State to Not collected. This will mark the item as With user in the system. Customer will not be charged for any items in a With user state. Title is optional. 

Empty boxes

For boxes that are returned empty, set the State as Empty. The system will mark the item as Unassigned and make it available to be selected and assigned to a different customer in separate jobs. Setting a Location is optional.

Items to store

For items that are collected and are to be put into storage, set the State as Stored. The item state will be updated to In storage and these items will impact customer's monthly invoicing. 

A location is required for any item going into storage. You can enter this manually or scan a barcode for the location for this autofill. 

A title can be added but is optional.

If you want to add an image to the item, go to the Item's page (you can click on the item ID in the Items section in the job page to go straight to the respective item's page).

Note: Learn more about how item titles & images work in the Item Details doc.

Completing the job

Click on the Stored button to complete the job. For new customers that don't yet have an invoice date set, completing the collection job will set the invoice date as the date the job is completed and the customer will be invoiced accordingly going forward. See more in the User Details doc and the User Invoices doc.

Did this answer your question?