Download Your Bill of Lading Template Free for Personnel

Bill of lading template free for Personnel

[Music] now that the estimate has been approved and the agreement has been signed it's time to complete the Bill of Lading when you're on the job site click start job now to begin the final bill of lading this is an hourly job so we'll fill in the total hours worked on this job if there were more or less workers needed for the job you can select the proper price point remember you can create or edit all of your price points in settings next fill in the hours worked all of the totals are calculated automatically add packing hours and rates if necessary again all the totals for each section are calculated for you next apply any fees or adjustments if the price you need to charge is different from the calculation for whatever reason you can override the price by entering a price override amount is also a split payment option and comments which will be visible to the customer on the Bill of Lading once it's finished press get signature once you're done you can now hand the customer your device for an in-person signature the customer can sign with a finger or a stylus on your tablet or phone the customer will mark whether or not the shipment arrived in good condition yes is the default answer the customer will sign on the signature line if a mistake is made they can clear the signature and try again once it is signed either they or you can type his or her name below the signature if you have integrated square payment systems and you are on a mobile device you will see submit payment instead of save pressing the submit payment button will take you to the square point-of-sale app which should already be downloaded on your device there all you'll have to do is swipe the customers credit card or charge the card already on file once the bill of lading is signed a confirmation email is sent to the customer with the Bill of Lading attached as a PDF file the post job assessment is the final step to the job check whether the customer has paid in full and if the amount is different than the Bill of Lading amount enter it in the total amount paid field next rate the customer if you would like an auto-generated email sent to your customers asking for review on any of your review sites like Yelp or Google business a rating of three and a half or higher will send the request for reviews any rating under three and a half will not send the review request in order to protect your company from poor or unfair reviews the sites on which you ask for reviews can be set up in settings under social media and review sources if you have assigned employees to this job you can fill in their hours here as well as give them a starred review ing to their performance if the job was an hourly job the hours will be filled in automatically next ad post job notes these are internal comments customer does not see them with moving pros powerful time-saving design you can easily take care of all your moving jobs beginning to end with ease [Music]