118 lines
4.7 KiB
Markdown
118 lines
4.7 KiB
Markdown
# Collection Driver — Quickstart
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**One-line job:** pick up goods from suppliers, drop them at customers.
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You do this on your **phone** (WFDASHDRIVER-APP) or the office
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`/collection-confirm` page. The app is the source of truth — what's
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on the app is what counts.
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## What you do
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Every day, the app has a list of pickups and deliveries. You:
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- Drive to the supplier, collect the goods.
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- Take a photo + sign at the supplier.
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- Drop the goods at the customer.
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- Take a photo + get the customer's signature.
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- Flag anything weird (short, wrong, damaged) before leaving.
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## Your day
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| Time | What to do |
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|---|---|
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| **07:00** | Open the app. Look at today's run — suppliers, in order. |
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| **07:15** | Phone the first supplier if you haven't worked with them in a while. Confirm they're open. |
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| **08:00 - 17:00** | Do the pickups + deliveries. Use the app, not memory. |
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| **12:00** | Lunch + call the office if anything is blocking. |
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| **17:00** | Sync the app. Mark all today's items with their final status. Nothing in flight overnight. |
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**Before you leave the truck**: every item from today is either
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`collected`, `delivered`, or marked with a problem and a note. If
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you don't, the office won't know what happened.
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## How to do the common stuff
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### 1. At the supplier — happy path
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1. Tap the supplier row in the app. Tap **Navigate** (opens Maps).
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2. At the supplier, tap **Confirm Collection**.
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3. Scan or tap each line. Enter the qty received.
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4. **Photograph the supplier's delivery note / invoice.** The app
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attaches it automatically.
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5. Tap **Submit**. Items flip to `collected`.
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### 2. At the supplier — short / wrong / damaged
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1. **Don't accept** the bad goods. Talk to the supplier's rep.
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2. In the app, on the line, tap **Report Problem**.
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3. Pick: `short` / `wrong_item` / `damaged` / `other`.
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4. **Take 2+ photos** (whole item + close-up of the issue).
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5. Get the supplier to **sign the delivery note** with the
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discrepancy. Photograph the signed note.
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6. **Add a note** explaining what happened.
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7. Tap **Submit**. The item stays in `collection_pool` — the office
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handles the dispute.
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### 3. At the customer — happy path
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1. Tap the order row. Tap **Confirm Delivery**.
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2. Each line: tap **Delivered** (qty matches).
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3. **Photograph the goods at the customer's site.**
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4. **Get the customer's signature** on the app (or on the waybill
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+ photograph it).
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5. Tap **Submit**. Items flip to `delivered`.
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### 4. At the customer — partial / refused / not home
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- **Customer wants less than you brought:** mark the line as
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**Partial**, enter the qty they took, return the rest to the
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office. Note why.
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- **Customer refuses (damaged, wrong, "changed my mind"):**
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photograph everything, get them to sign the refusal note, bring
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it back. The office decides next.
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- **Customer not on site:** wait 15 min, try to call, leave a card.
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Mark `assigned` with a note "not on site" + the time you tried.
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Bring the goods back.
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## Don'ts — the 3 things you must never do
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1. **Never deliver without a photo + signature.** A "delivered"
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item with no proof is a dispute magnet. The app needs both.
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2. **Never submit a wrong / damaged pickup silently.** The
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supplier will say "we never gave you damaged goods" and you'll
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be on the hook. Photo + signed note at the supplier, every time.
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3. **Never leave the app showing items "in flight" overnight.**
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Mark everything as final before you clock out. If something's
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stuck, the office can't help you at 7am Monday if the app says
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you're still on the road.
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## When to ask the office (the 4 most common situations)
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- **Supplier closed / order not ready.** Don't wait. Mark
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`assigned`, note the time, re-order your run. Call the office
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so they can reschedule the customer.
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- **Wrong address.** Don't drive around. Tap **Report Wrong
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Address** on the row. The office fixes the master data and
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re-routes you.
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- **Customer wants a discount to accept.** Don't promise anything.
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Call the office. They'll decide.
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- **Truck breakdown / accident.** Safety first. Then call the
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office. The goods are secondary.
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## How you're measured (the 2 numbers that matter)
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1. **On-time delivery rate** — target: **> 95%** of items delivered
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by the customer-promised time. (You hit the date.)
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2. **Photo + signature proof rate** — target: **100%** of collections
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and deliveries. (You have the evidence if it goes wrong.)
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Bonus number: **error rate** — target < 2% of line items have
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damage / wrong-item reports. (You get it right first time.)
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## Who to ask
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- **The office phone number** — for anything that needs a decision
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(refusal, discount, wrong address, breakdown).
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- **Your supervisor** — for any pattern (same supplier always short,
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same customer always refusing).
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- **When in doubt, call.** Don't guess from the cab.
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