How to use a schedule's action.

AN ACTION CAN BE RECORDED WITH A SCHEDULE TO COMMUNICATE THE TYPE OF SERVICE PLANNED

Routing 07212022 1

PICKUP SCHEDULING:

Relevant Actions are Chosen (Pickup, Delivery)
Actions are for Information Only and Do Not Affect Functionality

EXPECTED ITEMS / SERVICES CAN BE ADDED TO THE SCHEDULE (USING EXISTING FUNCTIONALITY)

Routing 07212022 1b

PICKUP SCHEDULING:

Expected Items / Services are Added
Expected Items / Services are for Information Only
Routing 07212022 4

DRIVER SCREEN:

Actions and Expected Items / Services are Presented for the Driver
Function Does Not Require Clicking Into an Individual Customer
Routing 07212022 5

ROUTING DATE RANGE REPORT:

Displays Actions and Expected Items / Services for the Team Member Reviewing Schedules
Routing 07212022 6

UPCOMING SCHEDULE REPORT:

Displays Actions and Expected Items / Services for the Team Member Reviewing Schedules