Describes how to change the status of a ticket to Unloading in Texada Mobile.
Type
How to
Audience
Texada Mobile Driver
Products
Texada Mobile
Context
Change the status of a ticket to Unloading when the asset is being unloaded from the delivery truck. The change of status appears in Texada Web, enabling the Counter to know exactly where an asset is and what is happening to it.
During the unloading workflow, you can select the asset to unload, take pictures of the asset and add comments about its condition, including speech-to-text dictation if your device supports it. This enables you to clearly establish the condition of the asset upon delivery, protecting your company in the event of a dispute.
You can also choose from a pre-set list of unload comments if the unloading workflow fails. For example, if you are unloading a bulldozer, and it fails to start, you could use the “failed to start” comment.
If this is a delivery ticket, you are prompted to obtain a signature for the delivery from an individual at the customer’s site. If no one is available to sign, you can continue without adding a signature and can obtain it at a later date.
Note: You can incorporate multiple assets into a single ticket, each with their own separate statuses if you are unloading multiple items from a single delivery truck.
Before You Begin
Required: Mobile device with internet connection and Texada Mobile installed, valid Texada Mobile account, valid login credentials and access permissions, existing ticket in the In Progress status, existing asset on the ticket
Steps
To change the status of a ticket to Unloading, do the following:
- In the Texada Mobile dashboard, tap Tickets
The list of tickets that are assigned to you opens - Locate and tap the ticket in the In Progress status that you need to update to the Unloading status
The ticket details page opens - Optional: To add a comment to the ticket, in the Comments section tap Add Comment, type a comment in the Comment here field, and then tap ADD
- Optional: To flag the ticket as requiring attention, set the Requires Review toggle to on
The ticket is flagged for review in Texada Web - Tap Unload Assets
The status of the ticket is updated to Unloading