Setting up a MyJobs account

MyJobs (VersaFleet Demand) is a platform for shippers to send jobs directly to their Transporter (using VersaFleet) and to have real-time visibility over the job progress.

This article is meant for VersaFleet users to learn about MyJobs and to set up MyJobs accounts for their customers.

With MyJobs, the customer is able to:

Receive real-time notifications of the job statuses
Monitor statuses of ongoing jobs
Generate monthly reports and job transaction history

Creating a MyJobs account

Before creating a MyJobs account for your customer, do ensure that the customer has been created in VersaFleet.

To create a MyJobs account for your customer,

Go to Settings > Add-Ons
Choose MyJobs

Click into the customer and hit Configure My Jobs on the right.
Hit Enable My Jobs to activate the account.
Click Add New Login to create the Username and Password for the MyJobs account.
*Note: Passwords must be a minimum of 10 characters long and contain at least one uppercase and one lowercase letter (A,z), one numeric character (0-9), and one special character (such as !, %,@, or #).
MyJobs account allow to have up to 5 users login. To add more credential, click Add New Login.
Click Save Configuration to save the login credentials or continue configuring the MyJobs account in the next section.

Configuring a MyJobs account

The configurations for MyJobs can be adjusted based on your needs.

Mode

Choose if the MyJobs user can only view jobs (View Only) or create jobs (Forwarding).

For View Only, the user will not be able to create any jobs. Share the Viewing Jobs as MyJobs users article with your customer for a quick guide on the functionalities.

For Forwarding, you'll have the option to choose if you allow the MyJobs user to edit the job/task after submission or after completion. Share the Forwarding Jobs as MyJobs users article with your customer for a quick guide on the functionalities.

Visibility of statuses

Select how detailed the task status will be shown in the MyJobs account.

To learn the difference between Basic and Advanced, refer to Definition of Task Statuses.

Additional Info

Choose to display or hide task fields in the MyJobs account. This will determine if the task field is shown to the MyJobs user during task creation and when viewing the task.

Guiding a MyJobs user to login

Once the MyJobs account is all set, you're ready to share the account details with the MyJobs user. You can share the MyJobs account credentials by sending them the following details:

URL: https://jobs.versafleet.co/ (Recommended to use Chrome)
Username: smartexpress/ABCDEnterprise
Password: Password@1

*Note: The username consists of two parts - the name of the company (domain) which has invited you and your company name, such as smartexpress/yourcompany.

Job and Task Statuses

Definition of Job Statuses

The following diagram illustrates the Job status flow for both MyJobs and VersaFleet.

Job Status	Description	Triggered by	Triggered in
Draft	The default status when the job has been created	Job creation When the job was retracted after submission and before approval	MyJobs
Pending Approval	When the job has been submitted by the MyJobs user When the job is awaiting approval from the VersaFleet user	When the MyJobs user submits the job to the VersaFleet user When the VersaFleet user is able to view the job submitted by the MyJobs user in Planning > Pending	MyJobs
Approved	When the job is approved by the VersaFleet user	When the VersaFleet user approves the job	VersaFleet
Rejected	When the job is rejected by the VersaFleet user	When the VersaFleet user disapproves the job	VersaFleet
Complete	When the job is complete	When all of the tasks within the job has been completed	VersaFleet
Cancelled	When the job is cancelled	When the user cancels the job	MyJobs

Definition of Task Statuses

The 'Advanced' statuses follow the same as in VersaFleet's Task statuses.

Here's a comparison of the task statuses shown in MyJobs for Basic and Advanced.

Task Status in VersaFleet	Task Status in MyJobs for 'Basic'	Task Status in MyJobs for ‘Advanced’
Unassigned	In Progress	Unassigned
Assigned	Ongoing	Assigned
Acknowledged	Ongoing	Acknowledged
Collected	Ongoing	Collected
Started	Ongoing	Started
Arrived	Ongoing	Arrived
Complete (Successful)	Complete	Complete
Incomplete (Failed)	Ongoing	Incomplete
Cancelled	Cancelled	Cancelled

Receiving in-app notifications on Job Submissions

When a Job is submitted from MyJobs to your VersaFleet account, there will be a notification from the notifications bell at the top-right. Click on the notification of the Job to view the details.

Receiving Email or SMS notifications on Job Submissions

To receive email notifications on Job Submissions,

Go to Settings > Notifications > Job Email Triggers or Job SMS Triggers
Click + New Template
For Job Submission, select Submitted under 'Status'
For Email Template or SMS Template, use the Mergetags to customise the message.

For more information on configuring the notifications, see Email Triggers or SMS Triggers.

Approving or Rejecting Job

To approve or reject the Job,

Click on the in-app notification when you received it, or go to Planning > Pending > Jobs view and click on the Job on the correct date.
Click Approve to approve the Job or Reject to reject the Job.
1. If the Job is approved, it will be moved to Planning > Map or Tasks for driver assignment.
2. When rejecting the Job, include a reason for rejection. If the Job is rejected, it will be transferred back to MyJobs.
Viewing Attachments and e-POD
To allow the customer to view attachments of a task on MyJobs,
1. Go to Settings > Add-Ons > MyJobs
2. Click on the customer's MyJobs account and click Configure MyJobs on the right
3. Under 'Additional Info', select Show additional info
4. Hit Save Configuration
To allow the customer to view the e-POD of a task on MyJobs,
1. Go to Settings > Add-Ons > E-POD
2. Click Edit Configurations
3. Under 'View ePOD in MyJobs, select the customer or include all customers
4. Hit Save ePOD