Change the Status of a Ticket to Loading in the FleetLogic Mobile Application

Describes how to change the status of a ticket to Loading in the FleetLogic mobile application.

Type

How to

Audience

FleetLogic Driver

Products

FleetLogic mobile application

Context

Change the status of a ticket to Loading when the asset is being loaded onto the delivery truck.  The change of status appears in the FleetLogic web application, 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 mobile application installed, valid FleetLogic account, valid login credentials and access permissions, existing ticket in the Assigned status, existing asset on the ticket, valid email address

Steps

To update the status of a ticket to Loading, do the following:

  1. In the FleetLogic mobile application dashboard, tap Tickets
    The list of tickets that are assigned to you opens
  2. Locate and tap the ticket in the Assigned status that you need to update to Loading status
    The ticket details page opens
  3. 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
  4. Optional: To flag the ticket as requiring attention, set the Requires Review toggle to on
    The ticket is flagged for review in the FleetLogic web application
  5. Tap Load Assets
    The status of the ticket is updated to Loading 

Related Articles