Book a job and put it on the ops board
Add a job by hand with its customer, stops, date and driver.
Use this when a customer phones or texts a booking, or any time you want to add a job yourself.
- Open Operations and press ＋ Add Job at the top of the board.
- Type the Client and pick it from the list. Add their PL / PO # if they gave you one. It is the reference that shows on the invoice, so copy it exactly.
- Choose the Date, the Driver (or leave it Unassigned) and the Vehicle type. Add a Start Time and End Time, or tick All day.
- Under Route, fill in the pick-up and drop-off cards: the address, a contact name and phone. Press + Add stop for more drops, and drag the ⠿ handle to change the order.
- Add anything the driver needs to know in Special Instructions for the Driver. Tick Alert driver to specific requirements if they must see it before they start.
- Fill in Load / Items, Weight and Height if you know them, then press Create Job.
The job appears on the board straight away. Booking needs an office login that can edit jobs (admin or scheduler).
Tip: to send a second truck on the same job, open the card's ⋯ menu and choose ⧉ Duplicate.
Common questions
Why can't I pick a truck when I book a job?
You pick the vehicle type (Rigid, Semi, Crane or Tautliner). The actual truck is filled in from the driver's timeclock for that day, so it always matches the truck they really drove.
Can I book a job in the past?
No. The date can be today or later. A job that already happened should be added by the office as a correction, not as a new booking.
I booked the same job twice by mistake. What now?
If the same booking was made a few minutes earlier, TrakkHQ asks you to confirm before saving. If a duplicate still got through, open the extra card's ⋯ menu and choose Delete.
Next: Add a stop to a job