A delivery is a type of visit in One Big Green whose purpose is to bring something to a specific Service Site. For example, a delivery can be used to bring plants and other materials for a new plant installation, or to deliver replacement plants or materials to a site. A delivery records the planned job and the work completed at that location.

Deliveries can be assigned either to a dedicated delivery and installation team or to an individual technician. The right approach depends on your company's workflow, team structure, and how you organize installation and replacement work. One Big Green lets you schedule the delivery according to the way your company operates.

You can schedule a delivery from the delivery scheduling screen or from the Operational calendar by selecting “Schedule a delivery”. Complete the delivery details before scheduling.

The scheduled delivery appears in the Operational calendar. Use the calendar filters, including Job type, to narrow the calendar view to deliveries or to a particular technician, Service Site, or other available filter.
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Before scheduling a delivery, make sure the instructions clearly explain what needs to be brought to the Service Site, the quantities involved, where items should be placed, and any other details needed to complete the job. Clear instructions help the assigned technician, delivery staff, or installer prepare in advance and reduce the need for clarification on site.

If standard delivery instructions are saved for the Service Site, they are automatically copied into the instruction field when you schedule a delivery. Review the copied text and edit or amend it whenever the particular delivery requires different details.
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You can also duplicate an existing delivery when you need to schedule similar work at different Service Sites. Open the delivery in the Operational calendar and click the duplicate icon. Update the Service Site, assigned person, date, and any site-specific details as needed before scheduling the new delivery. This lets you reuse the same instructions while assigning different people to different deliveries.
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Assigned staff can tap a delivery in their schedule for today or a future date to review its details and instructions without starting the delivery. Encourage the team to check upcoming deliveries in advance so they understand what needs to be delivered, where it needs to go, and what to prepare before arriving at the Service Site.

For work in an area with poor reception, open the mobile app while online before entering the area. The app downloads information for the next two working days. If a visit is added to the schedule after staff have gone offline, its Service Site information will not be available offline.

The assigned technician, delivery staff member, or installer opens the scheduled delivery, reviews its instructions, completes the work, and records the required details in the mobile app. Collect customer sign-off or photo proof if these were required when the delivery was scheduled.
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Open Reports > Delivery reports to find and review completed deliveries. The list gives you an overview of completed work before you open an individual report. You can see the date, Service Site, Service, number of Displays, assigned technician, and time spent. Use the available filters to find a particular delivery.
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The Notes, Issues, Assignments, and Replacements columns use icons to summarize the records associated with each delivery. The number next to an icon shows how many items of that type are associated with that delivery. It is a count, not a status.

The Notes icon is blue and indicates the number of Display notes submitted during the delivery. For Issues, Assignments, and Replacements, a red icon means an item was created during the delivery, while a green icon means an item was completed during the delivery. These colors provide a quick overview of what changed without opening every report.
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To see the details behind these counts, open the delivery report. The report separates changes into the “Change in issues”, “Change in assignments”, and “Change in replacements” blocks. Display notes appear in their own “Display notes” block, and the Display list helps you see which notes relate to which Displays.
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Open an individual delivery report to review the recorded details, including any photo proof or customer sign-off that was requested, as well as changes to replacements, issues, or assignments. If the report was shared externally, you can also review the record of when it was emailed and access the PDF report and its accompanying cover note.
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If the connection drops, completed actions or reports may be stored in the Saved Actions section until the app can synchronize. If records are missing from the Back Office, check Saved Actions before repeating the work. If the signal keeps switching and complete records are essential, staff can turn off mobile data and work fully offline until the job is finished, then reconnect to synchronize.
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