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How to move a ticket to Loaded and In Transit

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How to move a ticket to Loaded and In Transit. A step-by-step walkthrough of the screens, buttons and fields involved.

The steps, written out

  1. Open the ticket (or its card on the Dispatch board, or the stop in the Driver app).
  2. Press the blue button at the top of the status bar: Mark as Picking, then Mark as Loaded, then Mark as In Transit. In the Driver app the buttons are Mark loaded, Depart, Arrived.
  3. When it is In Transit, the last step is Complete ticket (see the completion questions).

Tip

When a delivery, sale or transfer becomes In Transit the customer receives a message with a live tracking link. You cannot move steps backwards, and you cannot complete a ticket by pressing a status button ("Use the completion form to complete a ticket."). The Loaded and In Transit buttons are disabled when the customer is on credit hold, and a blocked serialized asset gives an error message instead. Reservations and off-rent calls do not go out on a truck.