Managing jobs

A job in the Operations Portal is a connote (consignment note) — the record of a single transport movement between a pickup and a delivery. The Jobs page is where you spend most of your day.

The Jobs list

Navigate to Jobs in the sidebar. You’ll see:

• Stats strip along the top: Total, Draft, Pending, Confirmed, Allocated, In Transit, Delivered, Cancelled. Each stat is clickable — clicking filters the list to that status.
• Filters: customer, status, and a search box that matches connote number and booking reference.
• Table: one row per job, showing the connote #, customer, route (origin → destination), amount, status badge, pickup date, and created date.

Click any row to open the side drawer with the full job details.

The side drawer

The drawer slides in from the right and shows:

• Header: connote number, status badge, created date, and action buttons — Edit and Send to iDrv4.
• References: connote number, booking reference, customer reference, job type.
• Route: pickup and delivery addresses + time windows + distance + transit time.
• Cargo: activity type, total packages/weight/volume/chargeable weight.
• Packages (when present): itemised table of each package with dimensions, weight, and description.
• Pricing: base rate, fuel levy, subtotal, GST, total.
• Options: tailgate pickup/delivery, dangerous goods, express, insurance.
• Instructions / status notes (when present).
• Manifest / Notes / Tracking (when present).
• Audit: booking date, required-by, last updated.

Common actions

• Create a booking — the green + Create Booking button in the sidebar.
• Inline edit — click Edit in the drawer header; the drawer body becomes a form. Make changes, click Save changes.
• Forward to iDrv4 — push the connote into the Ceres TMS for execution.

Closing the drawer

Click the × in the top-right of the drawer, or click outside the drawer area, or press Escape.