Describes how to change the status of a ticket to Loading in Texada Mobile.
Texada Mobile Driver
Change the status of a ticket to Loading when the asset is being loaded onto 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 loading workflow, you can 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 before delivery, protecting your company in the event of a dispute.
If the ticket is a pickup ticket, then you are prompted to obtain a signature for the pickup from an individual at the customer’s site. If no one is available to sign, you can leave the signer’s details blank and obtain them at a later date.
Note: You can incorporate multiple assets into a single ticket, each with their own separate statuses if you are loading multiple items onto 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 Assigned status, existing asset on the ticket, valid email address
To update the status of a ticket to Loading, 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 Assigned status that you need to update to Loading 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 the Texada Web
- Tap Load Assets
The status of the ticket is updated to Loading