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How To Generate Run Sheet

Written by Fin
Updated over 10 months ago

This tutorial is regarding the generation of the Run Sheet PDF.

This run sheet can be subsequently printed out as a hard-copy for the driver to utilize.

Example output

Settings

The fields available to the run sheet is limited.

Below are the steps to enable / disable certain fields.

  1. Navigate to Settings > Job > Fields.

  2. The fields under the Runsheet column can be toggled to enable / disable the information.

Usage

  1. Click on the Jobs tab > Click on Todays's Jobs tab.

  2. Click on the Export button, and a drop-down will appear.

  3. Click on any of the Run Sheet options to generate the PDF.

    1. Run Sheets => All of the jobs for the current day will be generated.

    2. Unassigned Run Sheets => Only the jobs without an assigned vehicle will be generated.

    3. In Progress Run Sheets => Only jobs that are assigned with a vehicle will be generated.

    4. Run Sheets (filtered) => Only the jobs that were filtered will be generated.
      Requires a Filter to be provided prior to generating this.

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