Turning POD collection on/off
If you would like to collect proof of delivery, such as photos and signatures, go to Settings > Operations > Proof of delivery to enable/disable this feature.
You can select if collecting POD is or isn't a default requirement for your account.
You can also decide if POD is/isn't collected at an individual stop level by making changes to that specific stop.
Any POD collected is stored indefinitely.
Only collect POD for selected stops
When uploading stops via a spreadsheet, in the column called proof of delivery:
Type required if you would like POD collected for that stop
Type not_required if no POD collection is needed for that stop
Your driver will not see the POD collection screen in the app for stops where it is marked as not_required.
If the proof of delivery column on the spreadsheet is left blank, your account default settings will be used.
To change POD settings on an optimized/live route:
Click on a stop
Under Stop Set Up mark POD collection as required or not required
Set POD and delivery method preferences for drivers
You can set custom preferences for what type of POD is mandatory, optional, or disabled and which delivery methods are available to drivers.
Example: Allow drivers to deliver to a safe place and make it mandatory that the driver collects photographic POD for packages that are delivered to a safe place.
Go to > Settings > Operations > Proof of delivery
Under Delivery preferences toggle on/off all the delivery methods you want to be available as an option to drivers in the driver app
At least one delivery method must be enabled
You can select any/all of these delivery methods:
Deliver to recipient
Deliver to third party
Deliver to mailbox
Deliver to pickup point
Leave in a safe place
Other
For each delivery method, you can also specify which type of POD needs to be collected and make POD collection mandatory, optional or disabled.
Select the type of POD you would like collected. Signature and/or Photo
Use the drop-down menu to specify if POD collection is mandatory, optional or disabled
Only one POD type can be set as mandatory for each delivery method
Only the POD options you select will be visible in the driver app
Set POD and delivery method preferences for an individual stop
Go to the stop you want to edit
Under Proof of delivery click > Preferences
Select the POD and delivery method you want to apply to that specific stop
How drivers collect POD
When using the Circuit for Teams driver app to carry out their route, drivers can mark stops as delivered or failed.
Marking a stop as delivered
When a stop is marked as delivered, the driver can select one of these reasons:
Delivered to recipient
Delivered to third party
Left in mailbox
Left in safe place
Delivered to pickup point
Other
Once they have selected a reason, they will then be able to add POD information such as:
A signature
Photos
A note for the recipient
A note for internal use
If you have set a POD type as mandatory, this will need to be collected by the driver in order for them to mark the stop as delivered.
Marking a stop as failed
When a stop is marked as failed, the driver can select one of these reasons:
Recipient not home
Can't find address
No parking
No time
Other
Once they have selected a reason, they will then be able to add POD information, including:
Photos
A note for the recipient
A note for internal use
After adding POD information for a stop, a driver can delete it and add new POD information.
How to handle a stop when mandatory POD cannot be collected
If drivers cannot collect the mandatory POD required for a stop, but the item has been delivered, they need to:
Collect any optional POD if that is a visible option in their driver app
Tap > Something went wrong? at the bottom of the screen
Select the reason why they couldn't collect the mandatory POD
Tap > Mark stop as failed
POD info for Dispatchers and Recipients
When POD information is added to a stop by a driver, this is then:
Instantly visible on the dispatcher/admin dashboard
Instantly visible to recipients via the tracking link included in customer notifications (if customer notifications are an active feature in your account)
Copying POD information
Dispatchers/admins often need to collate and send POD information to their clients and recipients, so we've made this simple.
Click on a stop to see the stop details, and below the POD, you will see two buttons:
Copy details
Copy link
Copy details
Click Copy details, and it will save all the available POD information to your clipboard, which you can then paste wherever you need to transfer that information.
Copy link
Click Copy link, and this will copy a link to your clipboard. This link is the same tracking link that the recipient receives. Open this link in a browser and you will be able to see the same information as your recipient.
These options allow you to see what the recipient sees and easily copy, paste and share POD information in seconds!
Read next...
Click here to find out how to set up and send recipient notifications as an email or text message.
Got a question?
Contact your account manager, start a live chat, or email [email protected]