Work Order Life Cycle

TruckerZoom, live unload import, life cycle simulation.

Work Order Entry

Login using your company provided user id.

Click on Orders, and Select Place an Order from the Orders menu.

Select appropriate hub location in the upper right of the browser window (e.g., Houston, Detroit, Chicago, Indianapolis).

Select type of order.

Each order can be converted to other order types as needed.

For the work order to be saved as a Pre Alert, the below information is required.

• Customer name

• Contact person

• SS line

• Reference number

• Container number

• Container size & type

• Commodity

• Weight

• Account receivable amount

• Pick up terminal

• Delivery location

• Empty return depot

Example:

Below is an example of a live unload import.

Specify Pickup At, Deliver to Consignee, and Empty Return, along with any instructions for shipment in Route. Each and its App Date by which Containers IDs are grouped in the calendar.

Verify order form is completed correctly, and all required fields have been filled out.

Click "Save as Pre-Alert"

Confirm Work Order

Confirm load availability, pick up information, and delivery appointment scheduling.

After the work order is entered into the TZ web application, Verify the availability for container pick up at the Terminal, and schedule an appointment with the receiving warehouse (consignee). As the order is verified, update the ETA, LFD, Pickup number, appointment date & time, and Confirmed By fields with the latest information.

The Confirmed By field should be the name of the person at the consignee with which the order was confirmed.

Click save as confirm.

Check Confirmed, and Click Confirm.

Dispatch to Driver

The driver can be selected from either the calendar page, or from the work order route.

Driver Dispatch from Calendar

Driver Dispatch from Work Order

Driver Dispatch Type

There are two types of dispatches supported by TZ.

A soft dispatch (red envelope) is a work order where only dispatchers see the driver assigned to the load, and the driver is not yet notified.

A hard dispatch (green envelope) is a work order for which dispatchers have verified the driver assigned to the load.

After a driver is assigned to a load, verify the driver is notified by clicking on the red envelop. The red icon will change to a green icon, indicating the driver was notified successfully.

Update Shipment Status

Click on Orders, and Select J1 & POD Pictures to see a view of the driver's TZ mobile app user interface.

This allows you to view the work order from the drivers perspective.

Click on a driver name then Click Mobile Mirror

The driver uses the camera icon in the top right corner to upload document images.

Dispatch can assign document images to each work order, or the driver can upload document images from their phone using the TZ mobile application.

The driver must also provide the operation date via the mobile app.

After the document image is uploaded by the driver, and the operation date is submitted, the dispatcher reviews the document and date for accuracy.

The status of the review will be indicated on the dispatcher desktop calendar.

Color	Meaning
Orange	Dispatcher review of document has not yet been completed. Public tracing not yet updated.
Green	Dispatcher review of document has been completed. Public tracing updated.

Create Invoice to Customer

Once all operation dates are confirmed, then the order is ready for invoicing.

pageCreate Customer Invoice

Record Driver Settlement

Before recording the driver settlement, go to the work order and make sure that Accounts Payable (AP) is filled in with the payable amount due to the driver.

If your company uses Quote Engine for pay calculation, Click on Calculate Payables. Otherwise enter the AP charge manually.

If AP charges are entered manually, Click on Accts. Payable in the work order to expand the AP section to enable posting of driver fees.

After charges are entered in AP for the driver, follow the steps linked below to record a driver settlement.

pageCreate Driver Invoice