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Use this step-by-step routine to turn a customer's request into a complete booking that a suitable driver can understand.
1. Confirm who is sending and receiving
Ask the customer for the sender's name and reachable phone number, then record the recipient's name and phone number separately. Read the numbers back. A shop owner's number may not reach the person waiting at a house, and a receiver who is away cannot complete a smooth handover.
For a first order, explain that you are using the CargoMov Agent workspace to arrange the booking. Confirm that the customer agrees to the contact details being used for this delivery. Do not enter your own phone number in every field just to complete the form quickly.
2. Confirm the route before the cargo price
Search for the pickup and delivery locations, select the appropriate result and inspect the location. Add a useful landmark and gate instructions. A familiar area name is not always the actual loading entrance. Where relevant, ask for the customer's GhanaPostGPS address as supporting address information.
Ask about stairs, narrow roads, gates, overhead obstacles and safe loading space. Add each genuine extra stop instead of describing a multi-stop trip as a direct journey. The pickup and drop-off guide explains how to handle unclear locations without substituting the Agent outlet's position.
3. Describe the goods so a driver can decide
Record category, number of items, approximate weight, dimensions, fragile parts and helpers needed. Upload current cargo photos where the booking form supports them. For a fridge, for example, include its size, access at both properties and whether trained help is available; a photo alone does not establish weight.
Use the customer's actual packing condition, not an ideal description. A dismantled wardrobe and an assembled wardrobe can require different space and handling. Check the vehicle selection checklist before choosing a truck purely from its appearance.
4. Review the quote, payment and booking status
Check whether the booking uses a fixed fare or driver offers. Review the distance and price shown, explain selected insurance and disclose any required deposit. Do not tell the customer that a draft estimate is a final accepted offer. If the route or vehicle changes, review the resulting price before continuing.
Complete payment through the authorised flow and check the recorded status. A bank debit, uploaded receipt or checkout success screen may still require confirmation. Jobs awaiting a required deposit or review must not be treated as dispatched. Preserve the reference if a payment needs support instead of encouraging repeated payments.
5. Coordinate pickup and close the loop
Once a driver is assigned, confirm that the vehicle and collection details match the booking. Tell the receiver the expected sequence and share tracking through the available sharing action. Send practical updates when plans change; do not promise that an estimated arrival time is guaranteed.
At delivery, follow the booking's confirmation process, note any issue promptly and keep the receipt with the job reference. If this customer uses the same route often, ask whether they would like their details saved for future bookings. Saving a route can reduce typing, but the cargo, dates, contacts and current quote still need checking each time.
Topics covered
Frequently asked questions
Can an Agent choose between a fixed fare and driver offers?
Use the pricing options shown for the booking. A displayed estimate or submitted budget is not the same as an accepted final offer.
Does a saved booking mean a driver is on the way?
No. Check the booking's current approval, deposit, payment and assignment status before telling the customer that dispatch is confirmed.
Ready to help customers book deliveries?
Use CargoMov to plan a cargo booking, review available pricing options and follow the delivery. Agent access and Driver access are subject to the relevant account approval.
