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Calling off a Job

Updated

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Overview

Once you've successfully saved a quote for your customer, you can now decide when you'd like to call off the job which will make it ready to be assigned to a driver.

Solution

  1. In your MOVE environment, expand the Quotation menu item by clicking on it
  2. Click the Add Quote button to navigate to the next page
  3. Using the provided search fields, enter the details for the quote that is ready to be called off
  4. Click the Edit Quote pencil icon to view the details and double check everything is still correct
  5. Scroll to the bottom of the page and find the quote you'd like to call off (if there are multiple)
  6. Expand the quote by clicking on the job type abbreviation (e.g MA for Muck Away)
  7. Click on the Call Off button which is represented by a small truck icon on the right hand side of the quote line
  8. Check the details provided again and select which type of call off you'd like to proceed with:
    1. Single Call Off is for jobs which will be completed in one go
    2. Multiple Call Off will cause each load/tonne to be split into separate jobs to be completed over a number of days
  9. Click Go

Notes

  • Alternatively, you can call off a quote quickly via the customer's quote overview screen
  • Delivery Time Window allows you to decide what time of day the job(s) will be scheduled for your drivers once allocated
  • See Allocating a Job to a Driver for next steps
 

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