In-Depth Steps for the "Notes" and "Dispatcher Notes" Tabs

This article will explain how to use the Notes and Dispatcher Notes Tabs. Both tabs discussed in this article, are essentially communication tabs for you to communicate Notes to your driver and for your own personal Notes to save for a specific customer.

Regardless whether you are "Editing" or "Adding" a New Customer, this information is relevant. Once a New Customer is created, any information stored can always be Edited.

 

For more in-depth steps, please refer to the following:

• All other tabs in the Customer Entry window, see the Customer Entry Fields and Functions Section.

Quick Look:

Notes Tab

• Access "Customer Entry" > Click on "Notes" tab
• Type in Notes, click "Save"
  

Dispatcher Notes Tab

•  Access "Customer Entry" > Click on "Dispatcher Notes" tab
• Type in Notes > click "Save"

Important:

• Everything you enter into the Notes tab are viewable to you and to your Driver. These Notes will appear in the Drivers app when they arrive at a pickup destination or upon delivery.
• The Dispatcher Notes tab are viewable to the Dispatcher only. These Dispatcher Notes will not appear anywhere else for anyone to see except the Dispatcher.

Notes Tab

Reminder: Notes used for you to communicate any messages to your driver.

1. Beginning with Customer Entry, select the Notes tab, type in the Notes you would like your driver to see, click the Save button when done.

a. Confirmation Notes were saved appears in the upper right corner of your screen:

2. Your Drivers View - The Notes from Notes tab are viewable to your driver, in their Notes section. Mobile App view:

Dispatcher Notes Tab

Reminder: Used for you to store any Notes for your own information, viewable to you only.

1. Beginning with Customer Entry, select the Dispatcher Notes tab, type in the Notes you would like to store, click the Save button when done.

a. Confirmation Dispatcher Notes were saved appears in the upper right corner of your screen:

 This concludes how to store Notes and Dispatcher Notes in their perspective tabs.

If you have any questions, you can contact us at [e-mail] or call 760-267-9040