Job

 

 

 

 

Default settings for the Job Screen in Journease

 




Make Jobs Tripable

Having this ticked will make Job addresses Tripable by default.

This will make the Job addresses appear on the Trip Planning Screen in the Un-Tripped list ready for allocating to a Trip

Note: This can be done manually on an address by address basis in the Job Screen, the checkbox here is to set the default state for this control

 

 

Auto Add Addresses

Having this ticked will make any New Addresses that you use for a Customer, against Collection or Delivery, automatically entered into the Address Book

 

 

Calculate Times

Having this ticked will make Journease calculate times by default when Calc Route button is pressed

Note: This can be done manually on an Job by Job basis in the Job Screen, the checkbox here is to set the default state for this control

 

 

Show on Live Console

Having this ticked will make any new jobs show automatically on the Live Console

Note: This can be done manually on an Job by Job basis in the Job Screen, the checkbox here is to set the default state for this control

 

 

Auto Invoice

Having this ticked will automatically invoice a Job when all GOB/POD information has been received, leave this unticked if you wish to manually invoice

 

 

Validate addresses on map

Having this ticked will make Journease attempt to Geo-Code addresses as they are entered

 

 

Add Depot Start / Finish

Having these ticked will automatically add your depot as a NO SHOW address at the start or end of the route respectively

Ticking both checkboxes will add both start and end addresses

Note: This can be done manually on an Job by Job basis in the Job Screen, the checkbox here is to set the default state for this control

 

 

Optimise Stops

Having this ticked will optimise the stops on a route into the best order, this will only work if you have at least four unique addresses on a Job

Note: This can be done manually on an Job by Job basis in the Job Screen, the checkbox here is to set the default state for this control

 

 

Display Load Details on Invoice

 

Having this ticked will set the state of the Display load details checkbox on the Job Screen which, in turn, will display any details in the Load Details box on Invoices generated by that job

Note: This can be done manually on an Job by Job basis in the Job Screen, the checkbox here is to set the default state for this control

 

 

Display Other Details on Invoice

Having this ticked will set the state of the Display other details checkbox on the Job Screen which, in turn, will display any details in the other Details box on Invoices generated by that job

Note: This can be done manually on an Job by Job basis in the Job Screen, the checkbox here is to set the default state for this control

 

 

Default Address Type

This will set the default address type that is entered when you first click the Add Address button on the Job Screen

 

 

Default Surcharge amount %

Default Surcharge Reason

These will set a default surcharge to ALL jobs created, this will be as a percentage of the Sales Price

Note: This can be done manually on an Job by Job basis in the Job Screen, or as a Customer Setting in the Customers screen, the checkbox here is to set the default global state for this control

 

 

Make Collection Addresses tripable

Make Delivery Addresses tripable

Like the Make Jobs tripable checkbox above you can tick these to set only collection or only delivery addresses as tripable by default

This will make the Job addresses appear on the Trip Planning Screen in the Un-Tripped list ready for allocating to a Trip

Note: This can be done manually on an address by address basis in the Job Screen, the checkbox here is to set the default state for this control

 

 

Default delivery stop time

Setting a time here will automatically add that time to each Job Address when calculating a route.

Note: This can be done manually on an address by address basis or Job by Job basis in the Job Screen, or as a Customer Setting in the Customer Screen, the checkbox here is to set the default global state for this control