Bill of Lading Tip Option

option for customers to leave tips on the Digital BOL

Kayla Bergenske avatar
Written by Kayla Bergenske
Updated over a week ago

FYI We Also have inside of the Digital Bill of Lading we have a feature that can be turned on  for the customer to leave a 1-5 star review with a written statement on how your crew did. 

To turn this feature on:

Go to Manage > Estimate Settings > BOL/Invoice

Red Box: Turn the tip option on/off

Blue Box: Set the verbiage for the tip popup message in the BOL

Once the Bill of Lading has been completed the movers will select the "Collect Payment" button (Yellow Box) at the bottom of the bill of lading. 

Selecting the "Collect Payment" button will bring up the following pop-up:

Green Box: This is the verbiage the customer will see requesting them to leave the crew a tip, this area is able to be adjusted and customized to each company to stipulate what you would like for this to say.

Red Box: If the customer decides that they do not want to leave a tip for the crew, they can select the "No, Thank You" option to proceed with submitting the job without having to leave the crew a tip. 

Orange Box: If the customer decides they want to leave a tip they will select the "Yes Please" option to proceed with entering the amount of tip they would like to leave, if they select "Yes Please" it will show the following pop-up: 

Brown Box: This is the field where the customer would enter in their desired amount to tip the crew overall. 

Hot Pink Box: Once the customer has entered their desired tip amount they will then select the submit button at the bottom to submit that desired amount to be added to their total bill.

Did this answer your question?