Navigating cieDispatch

cieDispatch is a free mobile application for Apple and Android devices. It helps (dispatch) drivers track their service requests, capture activity and provide instant status updates from any location. For more information getting setup, view our helpfile here.

Getting Started:

  1. Download cieDispatch from the app store. cieDispatch is compatible with both iOS and Android. It can be found in either app store.
  2. A cieTrade user will create and provide the driver with their credentials to login.
  3. Upon opening the app, you will be prompted for those credentials. Enter your credentials.

Navigating the App:

  1. After logging in, you will be directed to the Open Log. This will house all of the open, and to-be fulfilled jobs.
  2. Once (a job is) completed, it will sit in the Completed Log. This page will house all of the fulfilled and completed jobs.
  3. The last page is the Failed Log. Any (open) job that was unable to be completed, and had to be failed, will appear here.

NOTE: You will always have record of previous jobs. If the job is still in an open (financial) period, the job can be reopened.

Fulfilling an Order:

  1. Begin by making your way to the Open Log. The jobs that have been scheduled and assigned to you will appear here. The jobs will be in chronological order of the schedule date, starting with the first job for the day. To start a  job, click into any open job.
    1. NOTE: A dispatch job must be in "Dispatched" status to appear as OPEN within the app.
  2. Within the Job's Overview, you can find key information about the job, such as company name, location address, service type, contact information, etc.
  3. The location's address with be listed under the Service For.
  4. The Receive At is where the material or equipment that you are picking up, will be brought back to.
  5. Any additional information that has been entered by the back-office will appear within the Instructions and Notes fields.
  6. Any material being picked up will be added within Sales Transactions.
    1. Once here, there are a few noteworthy things:
      1. A Payment Mode of either Cash or Invoice must be selected.
      2. A product description, or comments about the material can be added within the Comment field.
      3. To add the material itself, select + Add Item.
        1. To record the material being picked up, select the product from the list, and enter the quantity. The price (per weight) will pull in, and the amount due will automatically generate.
        2. Click Save to add the product(s).
        3. Click Save to confirm and save the Sales Transaction.
  7. To capture photos, click into Photos from the job overview.
    1. Take Photo - used to take a live photo.
    2. Pick Photo - used to select and upload a photo from your camera roll.
  8. To capture a signature, click into Signature.
    1. Enter the signers name, and have them sign the blank white space.
    2. Click Save.
  9. Once the job is done, hit the green Completed button. If the job was unable to be completed, then select Failed, as well as the reason why.
    1. It is at this point the driver's responsibilities to this job end. Once the job is completed or failed, it will be sent back to the user's of cieTrade, for them to manage further.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.

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