This guide is intended for back-office administrators who will be sending routes and managing photos and forms created by drivers using Trimble Smart Workflow on their mobile devices. It assumes the fleet has completed the setup process between Smart Workflow and Daily Planner.
Send Routes to Drivers
To create routes for Smart Workflow, first build them in Daily Planner. Once you have finished building routes, export them to Smart Workflow from the Dispatch page.
To export a route to Smart Workflow:
Navigate to the Dispatch page.
Check the boxes next to all routes you wish to export to Trimble Smart Workflow.
When you have selected all the routes you wish to export, click Export > Trimble Smart Workflow.
How to Confirm the Driver Received the Route
- After the route is sent from Daily Planner, an icon appears next to each route you have exported to show that it has been sent.
- In a few minutes or less, the driver should see the route appear in the Trip Selection screen in Smart Workflow. The trip is titled with the Route # from Daily Planner. (In this example, the name is West Princeton.)
Receive Trip Information from Drivers
During the trip, the driver captures a wide range of information in Smart Workflow that is later visible in Daily Planner. This information is displayed in the Order Details for each stop on the route.
- In Daily Planner, navigate to a route card and click it to display the stops on the route.
- On the stop that you'd like to review, click the three dots menu and select Stop Details.
- The Order Details screen opens.
Order Details
The order details captured by Trimble Smart Workflow are described below.
1: Arrival/Departure Times
The actual arrival and departure times at the stop are shown at the top of the Order Details screen. In Smart Workflow, arrival and departure are triggered when either the driver crosses the mapped geofence around the location, if a geofence exists, or when they manually tap the depart or arrive button.
Manual depart and arrive buttons in Smart Workflow
2/3/4: Actual Quantities Delivered, Driver Comments, Photos
The Act Value column in Daily Planner shows the actual quantities of product delivered. Under User Fields in Daily Planner, Special Instructions and Item Description include any comments from the driver. Under Camera Attachments in Daily Planner, you will see photos taken for proof of delivery or any other reason.
All of this information is entered by the driver in the Line Details screen of Smart Workflow.
Order Line Details Screen in Smart Workflow
5: Signatures
Proof of delivery (POD) signatures are available at the bottom of the Order Details screen in Daily Planner. The driver captures signatures in the POD screen, which is the final step in completing a stop in Smart Workflow.
The POD screen in Smart Workflow