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POD Complete - Registering Drivers

Last Updated: Mar 30, 2018 01:10PM PDT

The POD Complete mobile application (available for Android and iOS) allows drivers to use their cell phone to update their own dispatches in your company database in real time. This includes the ability to capture and upload PODs and other essential documentation. It can help reduce the workload of your Dispatchers, improve status tracking on your loads, and allow you to more quickly move from completing a delivery to invoicing your Customers.

 

SMS Configuration Required to Use POD Complete

In order to make use of the POD complete app, you will first need to set up SMS in Tailwind. If you have not configured the SMS tool, you will not be able to receive notifications and images from your drivers, even if they have the app installed.

 

Registering Your Drivers With the App

The application can be made available to any Personnel record that has been set as a Driver in the system. The record must also contain a valid Cell Phone number, entered in the ‘Cell Phone’ field in the General tab of the record.

 

Once these criteria are met, click on the “Register Driver” button that appears in the Record Control section, at the top of the record.

 

You will be prompted to create a Username and Password for the driver. Choose a username that is easy to remember, and a password that is hard to guess. Then click the ‘Create’ button to finish the registration process. Once the login has been created, your driver will receive a text message containing instructions and a link to download the POD Complete application to their phone. The message will also include their username and password.

 

Removing a Driver, Resetting Passwords

Once a driver has been registered to use the application, two new buttons will appear at the top of the record: the ‘Disable Driver’ button will remove the driver’s access to the application, while the ‘Reset Driver Password’ button will allow you change the password the driver uses to access the app.

 

How It Works: Arrived/Departed Status Updates

Using the application, your Drivers will be able to mark each location on a Dispatch as ‘arrived’ and ‘departed’, to keep the system up to date on their progress through the route plan. This is exactly the same as if you opened a Dispatch and set the Arrived/Departed flags yourself.

 

How It Works: Uploading PODs & Other Images

The Driver also has the option to capture an image of a POD or other documentation. When they do so, the image will be uploaded and automatically attached to a POD Note on the related Order. This will allow you to easily include it when sending out Invoices to the Customer in question.

They can also capture a generic image at any Location. This is intended to be used to either capture miscellaneous documentation or any visual information – such as the state of damaged goods – that might be important to record on the Order. These images will also appear as attachments on the Order.

 

Driver How-To Video

This tutorial video is available from inside the application, and demonstrates the basic process of installing and using the application. Taking a few minutes to watch the video will make it much easier for you to assist any of your drivers who are having trouble figuring out the app.

 

 

Related Articles

Before you can register a driver with the app, you may need to Create Their Personnel Record.

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