How to Complete a Delivery

This article will take you through completing a delivery from a Driver iPad.

Completing a Delivery:

1. From your Dashboard, find the delivery you are looking to complete
2. Click on the Info button at the right of the row of the delivery to pull up the details of the delivery  (If you're just looking at the building, close the window by clicking the X in the top left corner)
   • You will see the product details in a panel at the top of the card
   • The middle panel contains the contract details
   • The bottom panels contain the delivery information
     1. The far left panel is from where you will pick up the building
     2. The second panel is to where you are taking the building
     3. The third panel is where you will take a payment, if the customer has a balance due and you have been requested to do so by your employer
        1. Click on the add "+" button on the right side of the payment screen below the remaining balance
        2. Enter the payment amount
        3. Click the $ on the right of the row where you entered the payment amount to process your payment
     4. The fourth panel is used if you the delivery is a repo, this is the information you would need
   • On the right panel is the information that you're going to need to make the delivery
     1. The top right panel shows the schedule details
     2. The second right panel is for customer notes, these are notes the dealer would have put into the system for you. (ex: There is a dog to be aware of. Knock at the front door. Go to the side door)
     3. The third right panel is for your driver notes. Anything that you need record that happened during delivery or notes that you need going to the delivery that you have noted yourself. Also, there is a place to record a new latitude and longitude, if the delivery address is in a different location than the lat/long already in the system.
     4. The fourth panel is for adding photos after the building has been delivered
     5. The fifth panel is to complete and store the customer satisfaction sheet, if you have been requested to do so. (If required, click on Fill Out Sheet on the bottom right panel to have the filled out.)
3. If you have been requested to fill out the Driver Liability form, you can find that on the top bar between "Request Repair" and "Complete". Click on that button and fill it out
4. Finally, when the delivery has been made and is  complete, you can go ahead click Complete
   •  Please be aware that if you hit the complete button, you cannot undo it. Make sure that you're completely done with the delivery of the building and you have entered all information, taken payment, entered notes, etc...