When you add a driver, you can opt to give that person access to the mobile app. Please advise the drivers that they need to download the Qargo App on their smartphones.
Activate the mobile app for a driver
Navigate to Resources.
Click on Drivers in the header.
Click on the Driver's name you want to activate on the mobile app
This will open the Driver profile. Navigate down to the Mobile app/Subco portal panel
Enter the driver's e-mail address (Optional).
If the driver will be using Pincodes to access loads in the app, the email is not required.
Toggle 'Mobile app access' on.
Toggle 'Access by pincode' on. (Optional).
If the driver will log into the app via email / password, pincodes do not need to be enabled.
Click SAVE.
Mobile app access: This toggle will enable access to enter updates in the app, for trips that have been dispatched to them from the account. Once activated, the second option will be enabled.
Access by pincode: This toggle enables pincode access for specific trips. A pincode is generated for a specific trip, and can be sent to the driver via QR codes in trip sheets or as a manual code for them to enter.
📚If pincodes are NOT enabled on the resource assigned to the trip, No Pincode is generated. To generate the pincode, unassign the resource then enable the Pincode toggle. Reassign the resource, and the pincode will generate.
For details on how to use the Qargo Mobile App:
Create tasks that will be sent to the mobile app
Once the mobile app has been activated for that driver, you can trigger tasks in the mobile app.
First you need to create a task that would trigger the mobile app.
Navigate to CONFIGURATION > 'Tasks'
Select 'Trips' from the side menu
Add the new task under 'Assign Resource'
Click ADD to add a new task to the workflow
From the NEW TASK window, select 'New Task' or 'Template'
New Task will create the task parameters
Template will display available templates that will have pre-filled parameters
Complete the General Info section
From NEW TASK, give the Task a Name
Select the 'Task Type' = Dispatch from the list available in the drop down
Select the team that will be responsible for completing the task
Select when the task should be scheduled in the workflow, from the list available in the drop down
The Task type will determine what options display in the 'Schedule task' list
Complete the Scheduling options
Select how the task will complete
Auto complete task. The task will generate and automatically complete as scheduled
Manually complete. The task will generate automatically but requires user input to complete manually.
Always skip task. The task will be generated but skipped and is not considered part of the workflow.
Use this if creating a task that will only apply to specific customers and use the Override feature to enable in the customer profile.
(Optional) Set if the task should 'Auto-skip' when the trip has a specific status
Use this option if the trip should not be sent to the mobile app when blocked for instance.
When the trip status updates the task will be regenerated, however may require manual completion.
(Optional) Add any additional configuration conditions that apply
Select the resources the task applies to, ie: Driver / Vehicle.
Set re-dispatch behaviour if the trip status changes
Under DISPATCH select the option: 'Mobile app/Subco Portal' from the list of available integrations.
Click SAVE.
Trigger tasks to the mobile app
The task will show in the execution panel on the order details
The task will show in the 'Trip documents and tasks' panel in the Trip Details
Click Execute icon will to trigger dispatching.
📚 For the app instructions, navigate to the Mobile Page by clicking HERE