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Daily Jobs - Tips and tricks

Maria Ilina avatar
Written by Maria Ilina
Updated over 2 years ago

There is a lot of functionality held within your daily jobs page that you may not be aware of. Read on to learn some tips on how to get the most out of the daily jobs screen.

Filter by Text (1)

Use the filter by text function to quickly find details within bookings you are looking for . For example, if you want to find all bookings with the word 'bobby' in them, or find a job from a certain customer (e.g. 'customer X').

Display Options (2)

Click this button to see the display options -

Tick and untick options to tailor your view on the daily jobs view.

Showing full address - This will show the full pickup and delivery address within the booking. Example below -

Show product tally - This will total the number of units per truck or sitting in the unassigned job list.

Import/Export Button (3)

Click the import/export button to upload, download or print the jobs on your daily jobs screen. If you cannot see this button on your homescreen, please email support@m2xgroup.com and our support team will allow this functionality for you.

Copy Job button (4)

Do you create your own jobs within M2X? If so, simply press the copy button on other jobs to create a template for your new jobs. The copied job will then appear at the change the details accordingly.

Move Button within the Publish screen

You can now change the order of your pick-ups and deliveries directly from the map view. Simply click 'modify' and move jobs to a different position in the run by noting the number in the run you want it to go to.

In the example below, job 7 is being moved to job 5 in the task list.

This feature can be really handy if you have a significant number of jobs in a run and need to change their order efficiently and accurately

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