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Control

The Bookings > Control screen shows all 'in-progress' bookings.

Click the search icon to search for words or numbers on screen.

The Status column indicates the status of the booking, (see the Booking Status descriptions drop-down below for a full list).

Click on any row to view the booking summary.

Column actions

You can perform a variety of actions to customise the control screen to your desired view. Preferences are saved to your topbox account and are visible when you log to other machines.

  • Click any column heading (described in the Column heading descriptions drop-down below), to sort the rows into ascending or descending order.

  • Scale a column width by dragging the column header (extending or minimising) to the desired width. Double click a column separator to have it snap to the minimum width.

  • Choose what columns you want to appear on screen. From the top level action menu select Change Columns, toggle on/off the columns you wish to see. Note that Booking Number #, Status and Action are mandatory columns.

  • Move columns by dragging the column header to a preferred page position.

Add new view/tab

You can add additional control screen tabs to view in-progress bookings in a variety of ways.

See Adding new Control screen views for more information.

Column heading descriptions

Column Header

Mandatory

Description

#

Yes

This column displays the booking number automatically assigned at the booking creation stage.

Customer

No

This column displays the name of the customer.

Collect/Delivery

No

This column displays the town and postcode district of the collection and delivery point, for example Windsor, SL4 > Maidenhead, SL6.
If your collection and delivery town are the same, the next level of addressing up (the street) is used, for example 54 Hight Street, SL4 1LJ > 10 Thames St, SL4 1PL.

Wait and Return bookings

For bookings with Wait and Returns, a '(W&R)' message appears after the delivery points.

Bookings with multiple stops

For bookings with multiple collection or delivery locations, a '+ # stops' message appears after the delivery points.
To view multiple stops, click on the booking row to see the booking summary then click on the map icon.

Ready At

No

This column displays the time the delivery is ready for collection.

Deliver By

No

This column displays the time the delivery should be complete by, if entered at the booking stage.

Driver

No

This column displays the driver allocated to the job.

Service Type

No

This column displays the service type selected for the booking. If the service type displays in red, it means the service has been deactivated since booking creation.

Reference 1-4

No

This column displays the reference, if entered at the booking stage.

Name

No

This column displays the name of the booking contact, if entered at the booking stage.

Email

No

This column displays the email address of the booking contact, if entered at the booking stage.

Phone

No

This column displays the phone number of the booking contact, if entered at the booking stage.

Driver Phone

No

This column displays the phone number of the allocated driver, if available.

Status

Yes

This column displays the current Status of the job from one of the options detailed in the Booking Status descriptions drop-down below.

Action

Yes

This column displays the action menu icon. From this icon you can:

  • Allocate/Unallocate a driver

  • Progress a non-mobile booking

  • Access/edit the booking

  • Access/edit the Pricing

  • Cancel a booking

  • View the Booking Audit trail

  • Print the booking

  • Create a schedule from the booking

  • Rebook the job

This icon is also available within the booking summary page.

Booking Status descriptions

Status

Description

Allocated

This status indicates that either:

  • You have assigned a non-mobile driver to a job, or

  • A mobile driver has been assigned and they have logged to the app and accepted the job.

Allocating

This status indicates you have selected to allocate a 'mobile driver' to the booking. At the current time the driver has not logged to the app to accept or reject the job.

Arrived Collection

This status indicates the driver has arrived on-site at a Collection address.
This status is used when either a mobile driver has used the app to say they have arrived, or after a topbox controller has manually progressed a job by entering an arrived time.

Arrived Delivery

This status indicates the driver has arrived on-site at a Delivery address.
This status is used when either a mobile driver has used the app to say they have arrived, or after a topbox controller has manually progressed a job by entering an arrived time.

Booked

This status indicates that the booking has been created and you are required to assign a driver.

Cancelled

This status indicates that the booking has been cancelled.

Driver Rejected

This status indicates the driver has received an allocated job via the app and chosen to reject it. After rejection the job details are removed from the driver's app.

Expired

This status indicates the job was allocated to CX and received no action for approximately 8 hours. Unallocate and reallocate the job to proceed.

Ignored

This status indicates a job has been ignored after allocation.

For topbox Driver jobs, Ignored appears after driver has ignored a job allocated to them in the app. The time at which the status changes to Ignored is set within the Admin Settings > General tab. See Admin settings for more information.

For CX allocated jobs, the status changes to Ignored after a status of With CX or Quotes(Number) has remained inactive for approximately 8 hours. The time of 8 hours is a CX setting.

Part POB

This status indicates where there is more than one collection address in the booking and not all have been completed.
This status is used when either a mobile driver has used the app to say they have collected a delivery, or after a topbox controller has manually progressed the job.

Part POD

This status indicates where there are more than one delivery address in the booking and not all have been completed.
This status is used when either a mobile driver has used the app to say they have made a delivery, or after a topbox controller has manually progressed the job.

POB

This status stands for Package On Board and indicates the driver has collected the package.

POD

This status stands for Proof Of Delivery and indicates the driver has delivered the package and taken a signature from the recipient.

Pre-Allocated

This status indicates the controller has chosen to pre-allocate the booking to a driver. Pre-allocate does not send the job to the driver app, the driver is not made aware of the job until the booking is fully allocated.

Quote

This status is only visible in the Search Bookings area of topbox, as quotes do not appear on the Control screen. This indicates a booking was logged as a Quote for a customer. It must be saved a booking to activate the job or marked as cancelled.

Quote (number)

This status indicates that the booking in Courier Exchange has received the displayed number of quotes from CX drivers.

With CX

This status indicates that the booking has been allocated to Courier Exchange and awaits driver quotes.

With Driver

This status indicates the driver has been allocated and has logged to the app and seen the job, but at the current time has not accepted or rejected the job.

Fleet tracking

Adding new Control screen views

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