Assign deliveries to delivery drivers
Share out the day's deliveries between your delivery drivers – drag a card to a driver, assign several at once, set the time and the visits, remove an assignment.
The video for this guide is coming soon.
The “Driver assignment” screen lists the deliveries for one day. On the left, those with no driver. On the right, one column per driver, in time order. Use it the day before or in the morning: allow 5 minutes for a day.
Deliveries come from the day's cleanings. The software can also propose the rounds on its own: see the proposal for the day. Once the drivers are assigned, track the day's deliveries.
Open the deliveries for a day
Step by step
- 1
Open the Calendar menu.
- 2
In the view selector, choose “Operations”.
- 3
Click the “Delivery” tab. The “Driver assignment” screen appears.
- 4
Choose the day: click Today, Tomorrow, or the date to pick another one.
- 5
Read the summary line, for example “12 deliveries · 9 assigned · 3 to assign”.
Assign a delivery
On a computer, the fastest way is to drag the card.
Step by step
- 1
Under “To assign”, grab the card of a delivery.
- 2
Drag it onto the driver's column, under “Already assigned”.
- 3
Release. The message “Assignment saved” appears, with the names of the driver and the property.
- 4
A mistake? Click Undo in the message. The message “Previous state restored” confirms it.
On a phone, cards cannot be dragged: use the delivery details or the quick assignment. The tabs at the top show “To assign”, then one tab per driver.
Assign several deliveries at once
Step by step
- 1
Under “To assign”, tick the deliveries, or click Select all.
- 2
A dark box appears, for example “3 selected · Quick assignment”.
- 3
Under “Driver”, choose the driver.
- 4
If needed, choose a “Time”.
- 5
Click Assign and save. The message “3 assignments saved” appears and the cards move to the driver's column.
Set the time, the visits and the comment
Step by step
- 1
Click the card of a delivery. Its details open.
- 2
Change the “Driver” or the “Time”.
- 3
For a building, choose the number of “Visits”, then the time of each one.
- 4
Click More to see the stay, the delivery access and the instructions.
- 5
Write an instruction in “Manager comment”: the driver reads it on their phone.
- 6
Check the “Saved” note at the bottom of the details: everything is saved automatically.
| Delivery access | What it means for the driver |
|---|---|
| Self access | They get in on their own |
| Cleaner on site | They deliver during the cleaning, when the cleaner is there |
| At the door | They leave it at the door |
| Depends on the unit | The access changes from one property to another |
Remove an assignment
Step by step
- 1
On a computer, drag the card from the driver's column to “To assign”. The area shows “Drop here to remove the assignment”.
- 2
Or open the delivery details and click Remove the assignment.
- 3
The message “Driver removed” appears. The card goes back to “To assign”.
For several deliveries: tick them, choose “— None —” under “Driver”, then click Assign and save.
Add a delivery or a return to the depot
| Button | What it does |
|---|---|
| Add a delivery | Creates a delivery by hand for this day, outside the planned cleanings |
| More actions › Return to base | Adds a return to the depot for this day: label, driver, time, notes |
| More actions › Export as CSV… | Downloads the deliveries for a period |
| Display › By building | Groups the properties at one address into a single card |
| Display › Delivery access | Keeps only the deliveries with one access type |
Frequently asked questions
Is the delivery driver told?
They see the delivery in their “Round” tab as soon as it is assigned to them, with the time and your comment.
Can I assign from a phone?
Yes, through the delivery details or the quick assignment. Only drag and drop is reserved for the computer.
What is the “To check today” box for?
It gathers the deliveries to watch, for example a time set after the cleaning ends. Click “See the card” to go to the delivery.
Do I have to assign by hand if I use the proposal for the day?
No. The proposal works out the rounds with the cleanings. This screen is for corrections, or for assigning without the proposal.