Starting a shift in WebJoint is a crucial step in activating your drivers and ensuring the smooth operation of your delivery services. This article guides you through the process of initiating a shift for your drivers using the WebJoint software.
Step-by-Step Guide to Starting a Shift:
Step 1: Accessing Vehicle Locations
Begin by accessing the right-side navigation menu and clicking on "Inventory."
From the drop-down menu, select "Locations." This will take you to a page displaying all your storage rooms and vehicles.
Step 2: Filtering by Vehicle Type (Optional)
On the "Locations" page, you will see a list of all your storage rooms and vehicles.
If you want to filter the list to display only vehicles, locate the "Type" dropdown on the left side. Choose "Vehicle" from the dropdown menu.
Step 3: Finding the Vehicle and Accessing Shift Settings
Scroll through the list of vehicles until you find the specific vehicle for which you want to start a shift.
Click on the vehicle's entry in the list to open its details.
At the top of the vehicle details page, you will see two tabs: "Shift Settings" and "Delivery Zones."
Step 4: Starting the Shift
Click on the "Action" button associated with the vehicle. A dropdown menu will appear.
From the dropdown menu, select "Start Shift." This action will initiate the process of starting a shift for the selected vehicle.
Step 5: Entering Shift Details
1. After clicking "Start Shift," you will be prompted to provide the following details:
- Select a Driver: Choose a driver for the shift from the available staff drivers in your WebJoint account.
- Starting Mileage: Enter the starting mileage of the vehicle for accurate tracking.
- Starting Cash Balance: Input the initial cash balance for the vehicle.
- Select a Kit (Optional): If applicable, choose a kit for the vehicle. A kit represents a set of predefined items that can be quickly added to orders. For more information on creating kits, refer to the relevant guide.
Step 6: Configuring Delivery Zones
1. Navigate to the "Delivery Zones" tab located at the top of the vehicle details page.
2. Here, you can add the delivery zones that the driver will be responsible for during the shift. These zones determine the areas from which the driver can accept and fulfill orders.
Conclusion
Starting a shift in WebJoint is an essential process that empowers your drivers to engage in order acceptance and fulfill deliveries efficiently. By following the steps outlined in this guide, you can initiate shifts for your drivers, ensuring accurate tracking, streamlined operations, and enhanced customer service.
For more detailed information on creating and configuring delivery zones, or for guidance on any other aspects of WebJoint, please refer to our support resources or reach out to our dedicated customer service team. We are committed to helping you make the most of the WebJoint software for your delivery operations.