WFDASH-WEBAPP/docs/sops/collection-driver.md

Collection Driver — Quickstart

One-line job: pick up goods from suppliers, drop them at customers.

You do this on your phone (WFDASHDRIVER-APP) or the office /collection-confirm page. The app is the source of truth — what's on the app is what counts.

What you do

Every day, the app has a list of pickups and deliveries. You:

• Drive to the supplier, collect the goods.
• Take a photo + sign at the supplier.
• Drop the goods at the customer.
• Take a photo + get the customer's signature.
• Flag anything weird (short, wrong, damaged) before leaving.

Your day

Time	What to do
07:00	Open the app. Look at today's run — suppliers, in order.
07:15	Phone the first supplier if you haven't worked with them in a while. Confirm they're open.
08:00 - 17:00	Do the pickups + deliveries. Use the app, not memory.
12:00	Lunch + call the office if anything is blocking.
17:00	Sync the app. Mark all today's items with their final status. Nothing in flight overnight.

Before you leave the truck: every item from today is either collected, delivered, or marked with a problem and a note. If you don't, the office won't know what happened.

How to do the common stuff

1. At the supplier — happy path

1. Tap the supplier row in the app. Tap Navigate (opens Maps).
2. At the supplier, tap Confirm Collection.
3. Scan or tap each line. Enter the qty received.
4. Photograph the supplier's delivery note / invoice. The app attaches it automatically.
5. Tap Submit. Items flip to collected.

2. At the supplier — short / wrong / damaged

1. Don't accept the bad goods. Talk to the supplier's rep.
2. In the app, on the line, tap Report Problem.
3. Pick: short / wrong_item / damaged / other.
4. Take 2+ photos (whole item + close-up of the issue).
5. Get the supplier to sign the delivery note with the discrepancy. Photograph the signed note.
6. Add a note explaining what happened.
7. Tap Submit. The item stays in collection_pool — the office handles the dispute.

3. At the customer — happy path

1. Tap the order row. Tap Confirm Delivery.
2. Each line: tap Delivered (qty matches).
3. Photograph the goods at the customer's site.
4. Get the customer's signature on the app (or on the waybill
   • photograph it).
5. Tap Submit. Items flip to delivered.

4. At the customer — partial / refused / not home

• Customer wants less than you brought: mark the line as Partial, enter the qty they took, return the rest to the office. Note why.
• Customer refuses (damaged, wrong, "changed my mind"): photograph everything, get them to sign the refusal note, bring it back. The office decides next.
• Customer not on site: wait 15 min, try to call, leave a card. Mark assigned with a note "not on site" + the time you tried. Bring the goods back.

Don'ts — the 3 things you must never do

1. Never deliver without a photo + signature. A "delivered" item with no proof is a dispute magnet. The app needs both.
2. Never submit a wrong / damaged pickup silently. The supplier will say "we never gave you damaged goods" and you'll be on the hook. Photo + signed note at the supplier, every time.
3. Never leave the app showing items "in flight" overnight. Mark everything as final before you clock out. If something's stuck, the office can't help you at 7am Monday if the app says you're still on the road.

When to ask the office (the 4 most common situations)

• Supplier closed / order not ready. Don't wait. Mark assigned, note the time, re-order your run. Call the office so they can reschedule the customer.
• Wrong address. Don't drive around. Tap Report Wrong Address on the row. The office fixes the master data and re-routes you.
• Customer wants a discount to accept. Don't promise anything. Call the office. They'll decide.
• Truck breakdown / accident. Safety first. Then call the office. The goods are secondary.

How you're measured (the 2 numbers that matter)

1. On-time delivery rate — target: > 95% of items delivered by the customer-promised time. (You hit the date.)
2. Photo + signature proof rate — target: 100% of collections and deliveries. (You have the evidence if it goes wrong.)

Bonus number: error rate — target < 2% of line items have damage / wrong-item reports. (You get it right first time.)

Who to ask

• The office phone number — for anything that needs a decision (refusal, discount, wrong address, breakdown).
• Your supervisor — for any pattern (same supplier always short, same customer always refusing).
• When in doubt, call. Don't guess from the cab.