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Demo / Pickup and Delivery

Book the stop, sort the route, drive it.

A 4-minute walkthrough of routes, recurring pickups and what the driver sees, recorded on the live system.

Turn the service on in store settings, build routes and time slots, then schedule a pickup with a delivery day, notes and a recurrence. On the morning of the route you confirm, sort, optimize and print, and the driver works the stops from a phone.

Runtime4 minutes 14 seconds
PresenterBrian Henderson
Who it is forOwners, dispatchers and drivers
Where it happensStore settings, delivery page and register

In this video

Recorded on the shipped system with sample data. No editing, no slides.

Read the full transcript ↓

01

What you will see

  • ●Enable pickup and delivery from the delivery tab in store settings
  • ●Create as many routes and time slots as the store needs
  • ●A calendar showing the days that already have scheduled events
  • ●Search for an existing customer or add a new one, then enter the address
  • ●Pick up one day and deliver another, on a route or a custom time
  • ●Record the bag count on the pickup
  • ●Delivery notes for gate codes, order notes for how the laundry is done
  • ●Recurring events weekly, every other week, after a number of occurrences or to a date
  • ●Select the morning’s stops and mark them confirmed
  • ●Drag unassigned stops into a route
  • ●Optimize picks the most efficient order, or drag to rearrange it yourself
  • ●Print a paper run sheet or view every stop on a mobile device
  • ●Call, text and GPS navigation from the driver’s current location
  • ●Change a stop’s status on the fly, including on the vehicle or canceled
  • ●Canceling one event in a recurring series leaves the future ones alone
  • ●Staff build orders from done pickups on the register page
  • ●Turn an existing wash-dry-fold order into a delivery with one button
Read more

Pickup and delivery

The feature page covers routing, recurring stops, the driver view and how delivery orders flow back into the store’s normal wash-dry-fold workflow.

Pickup and delivery →
02

The workflow in four moves

01

Turn it on and build the routes

Store settings, delivery tab, enable pickup and delivery for the store. Then create the routes and time slots you actually run. There is no cap on how many.

02

Schedule the stop

Search the customer, enter the address, set the pickup day and the delivery day, choose a route or a custom time and enter the bag count. Gate codes go in delivery notes, laundry instructions go in order notes. Make it recurring if it repeats.

03

Sort the morning

Select the day’s stops and confirm them. Drag anything unassigned into a route, hit optimize or drag the stops into the order you want, then print the run sheet or open the list on a phone.

04

Drive it, then ring it

Each stop carries call, text and navigation shortcuts, and the driver updates status as they go. Back at the store the completed stops are marked done, and staff build the orders from that list on the register page.

03

Transcript

Full text

Every word of the walkthrough, in order. Useful if you would rather skim than watch, or need to send a specific step to a driver.

Brian Henderson, Wash-Dry-Fold POS

Read the full transcript

Hi, I’m Brian Henderson and in this video I’m going to be showing you how to enable and use the new pickup and delivery features found within Wash-Dry-Fold POS. We’ll begin by going to the gear icon in the top right corner of your screen and going to Store Settings. Once we’re on the Store Settings page, we’ll click the Delivery tab. I’ll select Enable Pickup and Delivery Service for the store to turn it on. Now that we have pickup and delivery enabled, we can create as many routes and time slots as we need. You can see I’ve already created a few for this example video.

Now, let’s go through a few examples of how to create pickups and deliveries. We’ll go to the menu icon in the top left corner and go to the Delivery page. This is the Delivery page, and you can see on the calendar on the left days that we already have scheduled events. I’m going to create a new pickup. I’ll search for my customer or add a new one if I need to. I’ll enter his address.

Now, let’s say that George wants us to pick up on Monday and deliver on Wednesday. I’ll select a route or choose a custom time. And let’s say he’s got two bags to pick up. If I wanted to, I can add delivery notes (such as gate codes) and order notes (such as how he wants this laundry done). If I wanted to, I could create a recurring event so that we could pick up every week or every other week or after a certain number of occurrences or end on a certain date.

Now, let’s pretend it’s the morning of Monday the 18th. I’m about to hit the road. And before I do, I’ll select all these orders and mark them as Confirmed. I can also sort this list. If I have any unassigned orders, they’re not part of any route, I could simply click Sort and then drag and drop them into the appropriate route. If I wanted to, I could click Optimize to have the most efficient route automatically chosen for me, or I can drag and drop to rearrange the order of these pickups and deliveries.

I’m done sorting. And now, I can click the Print icon to print off a paper version for the delivery driver, or I can view all these stops on a mobile device.

Now that I’m on the road and I’m making pickups and deliveries, I’ll select this order. And here, we can see shortcuts to call the customer or text them, and even a link to GPS navigation to the customer’s address from your current location. I can change the status of the order on the fly, such as when it’s on the vehicle, or if we needed to mark it as canceled because we weren’t able to pick up an order, we could do that too.

Back at the store, we can see which orders were successfully completed, and we can then mark them as Done. Please note that canceling one pickup event in a recurring series will not affect future scheduled pickups for this customer.

When you’re ready for your staff to create orders from the pickups you’ve made, they can do so from the Register page, where they’ll see the list of pickups with a status of Done.

For more information on creating orders and processing orders, please refer to our other tutorial videos.

If you’d like to create a delivery from an existing wash-dry-fold order, you can easily do so by clicking the Deliver Order button.

This concludes our tutorial for how to use the new pickup and delivery features of Wash-Dry-Fold POS. Thank you very much for watching.