Add useful guidelines (door code, drop-off point, on-site contact, access details, etc.) directly from the web interface. They will then appear at the right time in the mobile app to streamline the visit and avoid unnecessary calls, failures, or delays.
Add instructions from the web
- Go to “Plan” > “Schedule deliveries.”
- Fill in the “Notes” field with the guidelines (e.g., Building C, door code 75A92, leave with the concierge if absent, on-site contact number: +44…).
- Complete the other fields and search for available time slots.
🙋♂️ Tip: be concrete and concise. Put the critical info first (door code / drop-off point), then the access details.
How it appears in the mobile app
The instructions open in a pop-up at the right time based on your account configuration:
Two operating modes
- Case 1: Actual duration calculation enabled
➜ The pop-up opens when the agent taps “Start this delivery.” - Case 2: Actual duration calculation disabled
➜ The pop-up opens when the agent taps “Validate this delivery.”
Writing best practices
- Prioritize: door code / badge → drop-off point → on-site contact → specific access details.
- Standardize your guidelines (same abbreviations, same order).
- Update the instructions as soon as access changes (new code, hours).
- Avoid unnecessary sensitive data.
⚠️ Notes: if you schedule via file import, the instructions are not yet included in the import. Add them manually afterward from the web.
FAQ
Who can see these instructions?
Only the agents assigned to the delivery, in the mobile app, at the time indicated by your operating mode.
Can the instructions be edited after scheduling?
Yes. Edit the delivery on the web. The updates will be visible to the agent when the pop-up opens (according to the display timing).