Yard
Spots, trailers, special jobs and the path from the yard to the dock
6 articles
The yard board
How to read the yard board: who can open it, the spot map and its colors, empty and loaded trailers, the Jobs to Assign list, the dock row, the filters, how to switch yards and which reports come out of it.
From the yard to the dock and back
How a trailer enters the yard, moves between spots, goes to a dock and leaves: the five move types, the Create Yard Job window field by field, what changes in spots, docks and the driver at each step, and how to fix a job that ended up in the wrong place.
The yard queue and quick release
How yard moves are ordered and how to control the queue: sending to the yard with or without a spot, working Jobs to Assign, assigning who moves it, moving to the top, marking urgent, cancelling a move, what the yard person sees in their app and when to use quick release.
Setting up the yard and its spots
How to create a yard, set its opening view, canvas, dwell times and background image, draw its spots one by one or in rows, add reference elements, and what can and cannot be deleted.
Special jobs
Warehouse tasks that are not loading or unloading (cleaning, counts, repacking, labeling): how to create them field by field, assign them to one or more workers, how each person does their part from the app with photos, how progress is tracked and what happens when you cancel or delete them.
Special job types and billing
How to set up special job types (color, icon, max time, description, custom fields and linked accessorial) and how a special job is billed to the customer: the accessorial charge created on save, the billable services charged on completion, and what voids them.