Search practical, step-by-step guides for custm Jobs and Shifts. Find the workflow you need, open the tutorial, and share the exact guide with your team.
Route building, optimisation, pricing, bookings and delivery operations—explained step by step.
Learn how to open the menu in My Jobs Bookings, select Frequent items, add a new frequent item, and view, search, delete, or bulk import synced Jobs frequent items from the frequent-items modal.
Learn how to select pending unmanifested Jobs, complete the bulk manifest pickup details, and download labels and manifest documents after completion.
Learn how to select pending unmanifested Jobs, review the consolidated bulk repricing modal, choose a new carrier rate for each consignment, and apply the updated carrier and price.
Learn how to open the operational controls menu in My Shifts, select Frequent addresses, save a new frequent address, search and delete saved addresses, and bulk import addresses using the CSV template.
Learn how to open the operational controls menu in My Shifts, select Frequent items, save a new frequent item, review the saved item list, and use the CSV template and import actions.
Learn how to start a Shifts quote, add multiple pickup locations, assign one shared dropoff, and follow either the shared-delivery path or the separate-by-pickup path before calculating the price and continuing from Price & Review.
Learn how to clone an existing custm Shift, save and rename it as a recurring route template, edit the route, view the final price and confirm a new account booking.
Learn how to merge manifested Jobs into one optimised custm Shift, review route pricing, confirm account billing and download booking documents.
Learn how to reuse a saved recurring route template in My Shifts, review the route details, choose the pickup date and pickup time, and schedule the booking on account using the same stops and items.
Shifts how-to guides will appear here as they are added to CustmPages.
Watch published custm Shifts tutorial videos and browse supporting product and marketing videos in the Media Library.
Prefer to watch the workflow? Browse practical video tutorials covering custm Jobs and Shifts features, booking flows, portal actions, and common customer tasks.
Browse customer-facing videos created to explain custm products, highlight key capabilities, and support product education and campaign activity.
If a tutorial doesn’t cover your workflow yet, send us the scenario and we’ll help point you in the right direction.