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Open New Order Form

1. Open the app. You should be on the “Assigned” tab.
2. Press + NEW ORDER
3. Select an Order Type
   • Trucking = Request a number of trucks (e.g. 5 trucks on May 20)
   • Equipment Moves = Heavy equipment haul
   • Service = Order a single truck for a service (e.g. Water, Fuel)

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Enter form details

1. Fill in the form
2. Key fields
   1. Project = The project this order is for
   2. Pick up / Drop = Where the trucks should load and unload
   3. Unit - What are you requesting? The options are:
      • Truck - Request a number of numbers
      • Ton - Request specific tonnage
      • Load - Request specific number of loads
   4. Charge to Account = Company who should be charged for this order (invoice)
3. Press CREATE when you’re done
   

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Dispatch accepts or rejects the order request

1. The newly created order will be in a “Pending” state.
   • Exception: If order is created on Hold, the order will be set in the Hold state and be found in the “Orders” tab.
2. Dispatch can find this order in the “External” tab. They can Accept, Reject, or Cancel the order request
   
3. Dispatch can click “Reject” to decline the order and provide a reason. The foreman will see their order is rejected and the reason for rejection.
   
4. Foreman will see if Dispatch has accepted the order and assigned drivers or vendors. Foreman will also see the assigned drivers.