Dispatcher
For those who plan the driving. You learn to enter orders, send them to drivers and keep track of everything being delivered.
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Level 0
The big picture
Shared by everyone. The flow from order to invoice, the key terms and who does what.
Level 1
Getting started
What you need on your first working day in your role.
0 of 8 completed
When you are signed in, the levels open one at a time.
From order to completed: the whole flow New 15 min Ressurskalenderen (planlegging) · module 4 Kjøretøykalenderen (aktiva) · module 24 Start Get to know the dispatch screen New 10 min Ruter-fanen · module 18 Tid-fanen · module 43 Start Create a new order New 15 min Start Edit an order New 12 min Start Assign an order to a driver New 10 min Kjøretøy på ordren · module 24 Sjåførforslag · module 61 Optimalisering · module 51 Start Follow up on the way New 10 min Kart · module 19 Start Order search: find, filter and export orders New 12 min Prosjektfilteret og prosjektkolonnen · module 23 Start The customer register: create and maintain the customer New 20 min Invoice-fanen, Pricelist, Fuel surcharge og fakturaoversikten på kundekortet · module 25 Kundekontakter, kundeweb-bestillere og webskjemaer · module 28 Prosjekter på kundekortet · module 23 StartLevel 2
Everyday efficiency
The tasks you do every week, and how to do them faster and more accurately.
0 of 8 completed
When you are signed in, the levels open one at a time.
Find your orders: tab search, views and quick search New 10 min Start The order view: status, price and printing New 12 min Start Recurring orders New 12 min Gjentakende ordrer · module 14 Start Plan with the resource calendar New 12 min Ressurskalenderen (planlegging) · module 4 Start Plan on vehicles New 10 min Kjøretøykalenderen (aktiva) · module 24 Start Work with routes New 12 min Ruter · module 18 Start Change many orders at once, and cancel correctly New 12 min Assign to route (ruter) · module 18 Merge orders (flere adresser på ordren) · module 32 Start Notify the recipient: SMS and email on the order New 12 min Varsler på ordren (Order Notifications) · module 15 SMS-varsler (SMS Sender) · module 1 StartLevel 3
Expert and setup
Settings, integrations and the features that need separate modules.
0 of 4 completed
When you are signed in, the levels open one at a time.
Give the customer access to the customer web New 10 min Kundeweb · module 28 Start Quotes: from request to order New 15 min Tilbud · module 76 Start Reporting on orders New 12 min Rapportering fra sjåførappen · module 31 Rapporteringsskjemaer i FleetX · module 45 Start Reports and key figures: overview, revenue and delivery precision New 20 min Dashbord med nøkkeltall · module 59 Fakturarapportene (Invoice-gruppen) · module 25 Start
