Why Use Delivery Checklists
Delivery checklists help standardize how drivers report delivery outcomes for orders of the relevant customers or merchants, ensuring key information is captured consistently.
They improve visibility into delivery execution and reduce reliance on manual or inconsistent inputs, with drivers completing them through their app during delivery.
Example (Fuel Delivery – Upon Arrival):
When the truck arrives at the customer’s site, the driver may be required to confirm steps such as securing the truck, connecting the hose, and verifying the meter reading before and after unloading.
This ensures the delivery is carried out correctly and gives operations clear visibility into what was done on-site.
Important Note
Even if a delivery checklist is configured as required, it is only applied within non-return workflows (Standard and Merchant workflows) for orders of the relevant customers or merchants.
It is specifically relevant to delivery shipments within these workflows and does not apply to pickup or transfer shipments.
Delivery Checklist Fields & Configuration
When creating a delivery checklist, define the following fields:
Delivery Checklist Name
The name used to identify the checklist.
Example: “Fuel Delivery – Arrival Checks”Description
A brief explanation of the checklist’s purpose or when it should be used.
Example: “Checks to be completed by the driver upon arrival before unloading fuel"Delivery Checklist Items
The instructions or questions within the checklist. A checklist can include one or more items.
Example: “Confirm truck is secured”, “Confirm hose connection”, “Record meter reading”Item Requirement
Define whether each item must be completed or can be skipped.
Example: “Confirm hose connection” is required, while “Record meter reading” can be optional.”Item Options
The selectable answers within each item. Each item can include one or more options.
Example: For “Confirm truck is secured”: “Secured”, “Not secured”, “Partially secured”.Option Selection Rules
Define how the driver selects options for each item:
→Optional selection: the driver can skip the item without selecting any option
→At least one option: the driver must select one or more options
→Maximum of one option: the driver must select only one option
Example:
→Optional selection (can skip):
Item: “Confirm hose connection”
Options: “Connected”, “Not connected”, “Partially connected”→Maximum of one option (choose one):
Item: “Confirm truck is secured”
Options: “Secured”, “Not secured”, “Partially secured”→Minimum of one option (choose at least one):
Item: “Issues observed on-site”
Options: “Leak detected”, “Access blocked”, “Safety concern”
How to Create a Delivery Checklist
Delivery checklists are created from the Delivery Checklists page within your workspace settings.
Additional Note
Delivery checklist details can be edited at any time to reflect operational changes, such as updating items, options, or requirements.
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