Sending Proof of Delivery to Customers in DeliveryTrax

KB Article #7148

If needed, proof of delivery can be sent to customers. 

Notes:

• DeliveryTrax can only send proof if a signature or photo was obtained upon delivery. An error message displays if neither option is available. Click OK to close the message. (If needed, change the delivery proof requirements in the general settings.)
  
• Proof of delivery can be sent using the Smart Search feature as well. 

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To send proof of delivery: 

1. Click Route History from the left side panel.
   
2. Click the Routes Completed tab.
   
3. Find the route in the list and click View Route Details.
   
4. The route history displays. Find the stop in the list and click to open it.
   
5. Click Send Proof of Delivery.
   
6. Enter the customer's Email Address or Phone Number in the provided field.
   
7. If desired, check the Send for every delivery box to automatically send proof of delivery at the location every time.
   
8. When ready, click Send. 

Shops will see the details of the parts/invoices delivered and a signature or photo capture of the order.