Time Windows

Edited

Time Windows allow you to specify when a delivery, pickup, or service should take place. They can be used to accommodate customer availability, site access requirements, or other scheduling restrictions.

Time Windows can also be exported to supported driver and routing integrations, including Detrack and vWork.

Adding a Time Window

To add a Time Window to a job:

  1. Open the relevant Booking or Invoice.

  2. Open the Delivery/Pickup Details and click Time Windows.

  3. Select which activities the Time Window applies to:

    • Delivery

    • Pickup

    • Services

  4. Enter a Reason, such as "Site only accessible during this period."

  5. Enter the Start time and End time.

  6. Enable Time Exclusion if the selected period represents a time when the activity cannot take place.

  7. Click Add New Time Window if you need to specify additional time periods.

  8. Click Save Changes to save the Time Windows and return to the Booking or Invoice.

Each Time Window can apply to one or more of Delivery, Pickup, and Services.

Note: A Reason, Start time, and End time are required for each completed Time Window. The End time cannot be earlier than the Start time.

Managing Time Windows

Existing Time Windows are displayed on the Time Windows screen, where you can update their details or click Remove to delete one. Use Add New Time Window when a job requires multiple available or excluded time periods.

Scheduled Billing

For long-term hires using Scheduled Billing (formerly EOM Rollover), Time Windows roll forward to the next Invoice when it is generated. This keeps the job's Time Window requirements associated with the current Invoice throughout the billing cycle.

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