Create a Messenger Work Order

Create a Messenger Work Order

Summary: Set up pickup/delivery legs (pairs) with optional multiple drivers and prebill items.

Quick answer

Add one or more pickup/delivery pairs; assign a driver per leg; add prebill items for extras.

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Enter order header fields (customer/bill‑to/job type/priority).
    media/messenger-work-order-01.png

    [Insert screenshot for Step 1]

  2. Add address **pairs**: each pair includes a **Pickup** (top) and **Delivery** (bottom) address.
    media/messenger-work-order-02.png

    [Insert screenshot for Step 2]

  3. Assign a **Driver** to each leg; add multiple segments if different drivers are needed.
    media/messenger-work-order-03.png

    [Insert screenshot for Step 3]

  4. Add **Prebill items** and **PDF attachments** as required.
    media/messenger-work-order-04.png

    [Insert screenshot for Step 4]

Confirm it worked

Each pickup/delivery leg shows its assigned driver(s); prebill items display on the order.

Troubleshooting

If multiple drivers must be paid on one leg, add segments for each driver so commissions calculate correctly.

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