New long-distance orders

Settings › Long distance › New long-distance orders decides what every new long-distance order starts with in Move Details: Pickup by and Delivery by.

Before you start

Anyone who can open Settings can change this page. There is no Save button: each choice saves as you press it.

Nothing set yet? New long-distance orders start with Local crew for both.

The two choices

The card New long-distance orders start with has two rows, each with Local crew or Trip Planner:

• Pickup by - Local crew — your local crew picks it up on the daily schedule (Dispatch). - Trip Planner — the long-distance truck picks it up on its trip. No local truck or crew.
• Delivery by - Local crew — your local crew delivers it on the daily schedule (Dispatch). - Trip Planner — delivered on a long-distance trip in the Trip Planner.

When Pickup by is Trip Planner, Delivery by is Trip Planner too and can't be changed. Point at it to read why: An order the Trip Planner picks up is delivered by the Trip Planner.

When it's used

Every time a long-distance order is made — New Lead, + New, your website forms, the client portal, the AI receptionist, an import — and every time an order's service is switched to long distance.

Orders already made keep what they have. To change one order, use Pickup by and Delivery by in its Move Details — see A long-distance order.

If something goes wrong

If a choice can't be saved, it goes back to what it was and a red bar says why.