Looking to simplify delivery management?

Many stores still handle deliveries manually through tedious paperwork. They are using printed order documents that are sorted into various task folders or boxes and handwritten whiteboard schedules. To say nothing of burdensome processes that follow when orders are passed down for processing, packaging, and delivery.

As competition becomes increasingly intense, leading LBM industry merchants are rethinking their operations. To improve performance, increase efficiencies and reduce costs, it’s time to leverage cutting-edge software to create a delivery trigger through orders, invoices, flags for delivery, and more.

Going electronic

The simplest way to work more efficiently is to embrace technology. Choosing a delivery management solution that integrates work orders, dispatching, scheduling, tracking, updates, etc. into your delivery operations can impact how your business competes in the current market landscape.

Operations mobility and visibility

Even as your teams gain efficiencies, they will have mobile visibility and custom views into scheduling and dispatching updates, task progress, and other daily delivery operations.

Delivery Management software orders will be translated into tasks, allocated to a driver, shipped, and distributed. Drivers have a handheld distribution system to support delivery operations and updates throughout the route, successful delivery, electronic signature, and completion.

Work orders

There is also the versatility and freedom to create work orders from anywhere, for a service call, maintenance, delivery, quote, etc.—on any device—leveraging a Delivery Management Solution that is accessible on a web browser. There are substantial time savings when work orders can be created in a few clicks to select an appointment, assign the employee, add the description, the customer, and the task location.

The work order approval process is streamlined with features like customer previews for quick validation and personalized forms that show selected sections to customers. Clients can affix their electronic signature directly on a mobile device and receive their signed copy in PDF by email. Conversely, when employees make updates from their mobile device, tasks are refreshed across the system in real time.

Delivery notifications

One of the key elements of the process is keeping your customer updated on the progress of their delivery. The system can notify your customer by SMS as soon as your employee changes the task status on their mobile device to “On the way”. The text message SMS notification is sent automatically to your customer. Your text message is customizable to your preference and can also be sent as an email.

These notifications can both ensure that your customer is available at the delivery time and location and result in higher customer satisfaction for a seamless delivery process.

Delivery route and tracking optimization

With the ability to track mobile device movement where an account is connected, you can check on employee location and coordinates are recorded by GPS whenever tasks are updated.

The ACCEO Transaxion Map feature lets you verify each delivery point and view employee proximity and their last synchronized location. Using the travel history capabilities provides the ability to verify the authenticity and accuracy of time sheets, time entries, and more.

We are always excited to tell you more about the full benefits of our industry-leading ACCEO Delivery Management Solution. Simply contact us, we’re here to help.


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