Dispatch and Asset Management - Part 3 - Exchanges

Text Transcript:

This is going to be part three of our dispatch and asset management series of videos. This particular one should be pretty short. We're just going to be covering exchanges, and then we're also going to touch on recurring swaps, which is essentially the same thing, except it automatically does it, you know, in a recurring manner.

So every Tuesday, if you wanted to, or once a month or whatever recurring set of time that you want to establish. So let's just do an example here. Let's start off by doing a simple exchange.

All right. So let's say in this example, I've got this customer here, the machine gun nest, and they have a front end loader bin of mine. This asset is number F-003.

They call in, they say, all right, this thing is full. I'd like to swap it out for a new one. What's going to happen is you're going to go in here as a dispatcher and click the dropdown.

You're then going to change it from a pickup to an exchange. So normally, if you're just going to pick this up and not swap it out, you're just going to leave it as a pickup. But in this case, we're going to do choose exchange.

When I do that, I can put in notes here or special instructions, and then I can update this. So once I update this, what's happening now is my status went from being allocated to being something that has an action on it. So I've got an exchange for a pickup on this card.

So this dispatch card, number seven, still remains there. And then what the system does, it actually generates another card to go along with it. So in addition to having this pickup card, now we're going to have this drop-off card, which is put at the bottom.

And now when I drag this over and assign it to a driver, let me assign it here to Johnny. So if I click and drag it over to Johnny, it's going to pull the other one that was linked with it together. So those linked assets get moved together, and that's what this message is telling us.

So I click OK. You'll notice over here that I actually have both of those over here for Johnny. So let's go ahead and click on this and refresh it.

So let's log in as Johnny. Johnny's going to see what we see here in the dispatch view. All right, so now we have a drop-off and we have a pickup.

So it's obviously the same address, and so he's going to be basically going out there, dropping off a new one, and then picking up the old one and bringing it back over. So let's go ahead and have him do that now. So let's have him drop down right here.

You're going to select that first one, which is the drop-off. Now, there is no container selected yet for him, so he's going to have to go grab an empty one from the yard that's available. So it's going to show me all of the bins that are available of this type for this exchange.

And let's say he's going to pick up F-009. So he's putting that on his truck, and he's ready to drive out to the location. I happen to have location services turned on on my computer here, and I'm in California, actually 2,583 miles away.

So if your driver has location services activated on his phone, he's going to actually see some information here related to his trip. So in my case, it's an exaggerated trip of 2,500 miles. Yours would be in town or close proximity to where your yard is.

It wouldn't have these exaggerated numbers, but it does show him that information here. So I just wanted to point that out. All right, so from here, he can actually click Start the Trip.

It is now acting just like a regular drop-off for this card because he took an available bin, and he's going to be taking it to the machine gun nest to give to them. Let's go ahead and refresh this on the dispatch board and see that this gets reflected here as well. All right, so now I have a bin, F-009.

It's part of an exchange. This one is the drop-off. And so once he actually arrives there, he's going to click back on his phone.

And he'll scroll down here. He'll put notes. He'll put signatures, just like a regular drop-off if you wanted to.

You can take pictures if you want to, and he's going to click Finish the Trip. So once he clicks Finish the Trip, that's going to then... Basically, that's denoting that he's dropping that once-available bin at the yard. Now, he's going to have this other one now to go grab.

So he's basically going to be dropping off the empty one and picking up the one that's full. So once he does that, you can click on this, and it'll load it. It has already been picked up.

So at this point, a ticket's been created in ScrapRight, and they're assuming that you're ready to... He's actually put that back on his truck, and he's ready to bring it back. So once he does bring it back, he can click Finish the Trip, just like it would be on a regular pickup. So that's the way that the exchanges work.

And so once I refresh that, it goes off of his list and off of the dispatch list as well. So that's basically how an exchange works. Let's take a look real quick at the difference between that and a swap.

All right, so down here, when you're selecting what type of action you're going to do, instead of exchanging, you could also choose swap. Now, it does say recurring there, and the reason why it's recurring is because it's got to be weekly, every two weeks, or monthly. You can also apply an end date to this as well, so it doesn't go on forever.

Now, to avoid having an infinite number of cards created for these recurring swaps, we do have it in the system where it's only going to do one at a time. So once you actually perform that exchange on a recurring swap, it's going to then automatically create a new card that's going to be done at the recurring date that you selected. So that's basically the only difference is the recurring is going to automatically start a new exchange.

So I hope that was helpful. If you have any more questions, let us know. We'll be doing a little bit more detail as far as how it interacts with the ticketing system in our next video.

Thanks.