You’ve arrived safely at the delivery point and there are just a few things left to check off your list to successfully finish your booking.
IN THIS ARTICLE:
- What to do once you’ve arrived at the delivery point
- How to create a POD using the mobile app
- How to invoice using the mobile app
What to do once you’ve arrived at the delivery point
Remember, each delivery point operates differently so please check the load poster’s notes so you’re prepared upon arrival. Another thing to keep in mind is that the member who posted the load might not necessarily be the one receiving the load. Therefore, it’s crucial to read the notes or reach out to the member who booked you about who to meet at the delivery point.
Step 1) Check the Load Notes to see if the load poster has delivery instructions or people you’re meant to meet with on site.
If so, please follow their instructions if you want good feedback. You’ve come this far and done everything right and it’d be a pity if you overlooked a seemingly minor detail that could, in fact, impact your overall rating.
Step 2) Update your status to ‘On Site (Delivery)’ using the mobile app. This will let your customer know that you’ve arrived at the delivery point successfully.
You can also add any notes about the delivery that you’d like your customer to see.
Step 3) Unload your vehicle. Your customer will want to check that the goods have arrived safely and are in good condition.
Step 4) Create the POD. This is the most important step of the delivery. If you don’t submit a signed POD with your invoice, you won’t be paid for the completed load.
How to create a POD using the mobile app
Step 1) To create the POD, tap on the status update that says, ‘Delivered/POD’.
Step 2) Enter the recipient’s full name.
Step 3) Capture their signature using the app’s built-in eSignature functionality.
Step 4) Scan any required documents and upload.
Step 5) Take photographs or upload photos from your phone’s media gallery if you need to.
Step 6) Take a few minutes to review everything you’ve uploaded and the details you’ve entered. Once you’re happy to send the POD, tap on ‘Send POD’.
Step 7) If your POD submission was successful, you should see the option to create an invoice through the app. This is the final step ‘Create Invoice’.
How to invoice using the mobile app
Step 1) Tap on ‘Create Invoice’.
Step 2) The app will automatically fill in the details of the load for the invoice but it’s a good idea to check that everything is correct before proceeding.
Step 3) If you’re happy to continue, tap ‘Save’.
Step 4) Once you’re done, update your availability status so other members on the Exchange know you’re ready for more bookings.