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How to Book a Point to Point Job (New Booking Page)
How to Book a Point to Point Job (New Booking Page)
C
Written by Cory Krissansen
Updated over a week ago


1

Navigate to Urgent.co.nz & Log in to your account.

2

To Select from a Pre-Saved Booking, select Saved booking, and select the appropriate option. OR

Screenshot of: To Select from a Pre-Saved Booking, select Saved booking, and select the appropriate option. OR

3

Click "Confirm Client & Contact" to start your booking

Screenshot of: Click "Confirm Client & Contact" to start your booking

4

Start to fill out the page details from left to right.
Starting with the Pickup address.

Screenshot of: Start to fill out the page details from left to right.\
Starting with the Pickup address.

5

Make sure your address shows up on the drop down. If it does not, please contact our CS team on 09 307 3555

Screenshot of: Make sure your address shows up on the drop down. If it does not, please contact our CS team on 09 307 3555

6

The Extra Info tab can be used to make mention of things such as: Unit 2, or level 4 etc.

Screenshot of: The Extra Info tab can be used to make mention of things such as: Unit 2, or level 4 etc.

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Enter Pickup Contact Name & Phone Number

Screenshot of: Enter Pickup Contact Name & Phone Number

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The Pickup notes section can be used to type things like "Pickup package from reception" or other job relevant notes.

Screenshot of: The Pickup notes section can be used to type things like "Pickup package from reception" or other job relevant notes.

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Under "To:" you can enter your delivery address.

Screenshot of: Under "To:" you can enter your delivery address.

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Again Making sure the drop down is showing your address before continuing.

Screenshot of: Again Making sure the drop down is showing your address before continuing.

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Enter Extra info in here as required.

Screenshot of: Enter Extra info in here as required.

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Enter Delivery Contact Name & Phone Number

Screenshot of: Enter Delivery Contact Name & Phone Number

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You can use the Delivery Notes Field to note down specific info such as, "leave behind pot plant", or "Ring upon arrival"

Screenshot of: You can use the Delivery Notes Field to note down specific info such as, "leave behind pot plant", or "Ring upon arrival"

14

Once happy with the information on the left hand side, move on to your package and vehicle requirements.

Click on the Vehicle Drop down to select the Vehicle Mode you are after.
This could be, Car, Van, or Truck.

Screenshot of: Once happy with the information on the left hand side, move on to your package and vehicle requirements.\
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Click on the Vehicle Drop down to select the Vehicle Mode you are after.\
This could be, Car, Van, or Truck.

15

If you select Truck as your vehicle, you will be prompted with a pop up asking you to tick or untick a few relevant options.
Proceed as your job requires and click Confirm.

Screenshot of: If you select Truck as your vehicle, you will be prompted with a pop up asking you to tick or untick a few relevant options.\
Proceed as your job requires and click Confirm.

16

Next, Select the Package Size Drop down, and select the appropriate dimensions (or close to, you can also use the custom dimensions if you'd like more accurate pricing)

Screenshot of: Next, Select the Package Size Drop down, and select the appropriate dimensions (or close to, you can also use the custom dimensions if you'd like more accurate pricing)

17

Amend the Item Quantity Here.

Screenshot of: Amend the Item Quantity Here.

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Amend the Total weight here, or leave as is if unsure.

Screenshot of: Amend the Total weight here, or leave as is if unsure.

19

You can leave the "Date + Time" as "Ready Now" if you are wanting the freight picked up as soon as possible, or you can click on it to pre-book a job for the future.

Screenshot of: You can leave the "Date + Time" as "Ready Now" if you are wanting the freight picked up as soon as possible, or you can click on it to pre-book a job for the future.

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For Pre-booked jobs, you can amend the date and time here, and then click confirm to continue.

Screenshot of: For Pre-booked jobs, you can amend the date and time here, and then click confirm to continue.

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Tracking Info can be amended here as required.

Screenshot of: Tracking Info can be amended here as required.

22

Your References field can be used to note things such as purchase order numbers or other relevant internal notes for your won records. It is not a mandatory field.

Screenshot of: Your References field can be used to note things such as purchase order numbers or other relevant internal notes for your won records. It is not a mandatory field.

23

Under Speed, you will be presented with a range of available speeds for your job.
You can make your selection based on the GST exclusive prices listed

And when happy with your selection you can click Book Job.

Screenshot of: Under Speed, you will be presented with a range of available speeds for your job.\
You can make your selection based on the GST exclusive prices listed\
\
And when happy with your selection you can click Book Job.

24

Before Clicking Book Job, if you want to save your job details for a future order, you can click this "add" button on the top.

Screenshot of: Before Clicking Book Job, if you want to save your job details for a future order, you can click this "add" button on the top.

25

Click the "Enter a name for this booking..." field and Enter a relevant booking name

Screenshot of: Click the "Enter a name for this booking..." field and Enter a relevant booking name

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Click "CREATE"

Screenshot of: Click "CREATE"

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Click "CONFIRM"

Screenshot of: Click "CONFIRM"

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Your Saved Bookings will now be available up the top on the "Saved Bookings" Drop down.

Screenshot of: Your Saved Bookings will now be available up the top on the "Saved Bookings" Drop down.

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Otherwise Click Book Job

Screenshot of: Otherwise Click Book Job

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You will have your confirmed details on the right, and job number + Tracking + Label Printing options on the right.

Screenshot of: You will have your confirmed details on the right, and job number + Tracking + Label Printing options on the right.

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Ideally your packages should be labeled for our courier to make the colelction and tracking as accurate as possible.

Click "Print your Label"

Screenshot of: Ideally your packages should be labeled for our courier to make the colelction and tracking as accurate as possible. \
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Click "Print your Label"

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Click "PRINT"

Screenshot of: Click "PRINT"

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You can also save the booking after you've booked it if you forgot to do so prior.

Screenshot of: You can also save the booking after you've booked it if you forgot to do so prior.

34

All Done, your job is in our hands and we will take it from here.

Any questions please contact our lovely CS team on 09 307 3555

Screenshot of: All Done, your job is in our hands and we will take it from here.\
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Any questions please contact our lovely CS team on 09 307 3555


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