Yardman Help

Always up-to-date User's Manual and Documentaion for Developers

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Getting started with Visits

Visits help you keep track of assets (people, vehicles, companies) currently present on your yard. Each visit belongs to one of three possible states: planned, in progress and finished. They are based on existing bookings.

Adding visits to Yardman

Only the Account Admin is able to manage that. If you do not see the following options, you’re not the Account Admin.

To create new visit, click the Bookings button from menu on the right side. You may create new visit based on existing booking of a company or a person.

Add a new booking if needed or find the one you wish to create a visit from. To find desired booking faster just use the search field across the top of your account.

Next, click the New visit button from Actions column on selected booking.

On the New Visit page do the following steps described below. Please notice, that some values are already predefined for you. They are taken from the booking you are creating new visit from.

  1. Select a Vehicle that will drive on your yard.
  2. Select a Person who will drive the vehicle on your yard.
  3. Select a Company the person represents.
  4. Select a Movement plan the driver has to accomplish.
  5. Add any extra Notes you wish to record for this visit or leave it blank.
  6. Click Create visit button.
  7. The visit is planned.

You are done! You have added the new visit.

Printing driver’s ticket

If you wish you may also print out the ticket for the driver. To do so, click the Visits button from menu on the right side.

Find desired visit from planned ones. To find it faster just use the search field across the top of your account. Once located, click the Show button.

On the Visit page locate the Print button on the bottom of the page and click it. The PDF version of the ticket will show up on your screen. You may print it out now and give it to the driver.

To open up the ticket in a new tab use: middle-click the Print button (i.e., mouse scroll wheel) or Ctrl+click the Print button (Mac: Command+click).


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