Once a Job is completed by the Driver, the Job is ready for reconciliation.
When a job is marked as complete by a driver or operator, Jobs arrive in the Approvals Tab in the In Review subtab.
Note: Admin & Biller role is required to approve jobs
To access Approvals:
Click on Approvals →Tickets Review
Completed jobs are ready for reconciliation:
Here you can configure & group jobs to reconcile your orders efficiently.
Flagged jobs remain in this section until the flag is removed, and approved jobs are moved to Approved tab.
Billers can:
Sign Off (Approve)
Un-Approve jobs
View Alerts, indicating missing information
Drill Into Jobs to view & edit details
Billing teams can also view and edit:
High Level Information
Ticket Details
Ticket Photos
Attachments
Timestamps
Route Taken
Approved Jobs are ready to be Billed or Paid.
Once Exported, the Jobs move to the Exported tab and indicate these have been billed.
How-To | Approvals
Questions?
We are here to help! Contact us anytime at 1 (888) 558 7323 or email us at support@tread.io