FX Trucking Overview (Deprecated)

FieldFX has deprecated the FX Trucking module as of December 2023. If you have further questions, contact your FieldFX Account Representative.

For more information, see December 2023 FieldFX Deprecated Features - FX Trucking

Introduction

  • FX Trucking is a FieldFX Back Office module and a separate FX Trucking app for managing the routing of a fleet of delivery trucks.

  • The FX Trucking app is a separate app that will be available soon for mobile devices for drivers to use for marking activity while completing truck routes.

  • Dispatchers plan routes in the FX Trucking FieldFX Back Office Route Dispatch tab.

  • Drivers mark activities for their truck in the FX Trucking app on their mobile device.

Prerequisites

To set up the FX Trucking module, you must:

Have these user licenses Have these permissions Complete these tasks
and review these topics
before continuing

  • System Administrator permissions for Salesforce

How FX Trucking Works

  • FX Trucking manages the routing of trucks to complete pick up and drop off of hauled materials.

  • FX Trucking utilizes Routes to deliver Ticket Items identified with a Hauling Charge Type in the related Catalog Item record

  • Trucks are Equipment items with a Record Type of vehicle.

  • Drivers are Contacts with the Is Driver option selected.

  • Drivers pick up and drop off to Locations. Admins create Locations.

  • Dispatchers use the Route Dispatch tab in FieldFX Back Office to manage Routes and assign routes to drivers and trucks.

  • Dispatchers can create new Routes (with their associated Tickets and Jobs) from the Route Dispatch screen.

  • Drivers use the forthcoming FX Trucking Mobile App to receive their assigned routes and track their work from starting the route, picking up items, dropping off items, and managing any additional charges.

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Step-by-Step Guides

Access FX Trucking

From FieldFX Back Office, go to the Trucking or Trucking Console apps.

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Both apps provide the same tabs and functions. The Console app makes the tabs available as a drop down list.

Object Relationships

FX Trucking utilizes Routes to deliver Ticket Items on vehicle type Equipment by Contacts identified as Drivers.

The drivers pick up items identified with a Hauling Charge Type from Pick Up Locations and delivers the items to Drop Off Locations

New Objects

The FX Trucking Managed Package adds the following new Objects:

  • Route

  • Route Change

  • Alternate Location

Additional Object Dependencies

FX Trucking also depends on the following objects from the FX5 Base Managed Package:

  • Catalog Item

  • Contact

  • Equipment

  • Job

  • Location

  • Price Book

  • Price Book Item

  • Status

  • Ticket

  • Ticket Item

  • User

  • Well

Additional Fields on Existing Objects

FX Trucking adds the following custom fields to existing Salesforce or FX Base Managed Package objects:

Object Custom Field

Catalog Item

Hauling Charge Type

Contact

Is Driver

Truck

Location

Available for Dropoff

Available for Pickup

Driving Directions

Position

Status

Route Status

Ticket

Route

Ticket Item

Hauling Charge Type

Location

Well

Location

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