The dispatch section is your hub for managing job assignments, crew allocation, and scheduling. With our drag-and-drop interface and customizable features, you can ensure smooth operations from start to finish. Whether you're handling local moves or coordinating long-distance deliveries, this guide will walk you through everything you need to know to manage your dispatch efficiently.
Assigning Jobs to Trips
Once a job has been booked, it will appear in the dispatch queue, making it easy to allocate to your fleet:
1. Locate the Jobs: In the dispatch view, find the job you want to assign
šNote: You will not be able to see jobs in the dispatch section if the status of the lead is not a win. Learn more here for how to set a status as a win.
2. Drag and Drop: Simply drag the job to the appropriate truck in the dispatch section.
3. Job Confirmed: Once dropped, the job will be assigned to the selected truck, and the status will be updated in real-time.
This allows you to quickly assign jobs to vehicles without having to toggle between multiple screens or tools.
| š” Pro Tip: If you need to reschedule a job or reassign it to a different truck, just drag it to the new date or vehicle.
Scheduling Pickups and Deliveries
Managing long-distance moves or complex projects is easier than ever with the ability to schedule both pickup and delivery events separately:
1. Create Multiple Events: For jobs that require separate pickup and delivery times, simply schedule each event individually.
2. Assign Dates: Assign different dates to each event based on your schedule.
3. Manage from Dispatch: Both events will be visible in the dispatch view, allowing you to monitor and adjust them as needed.
š” Tip
Use the separate event feature for long-distance moves or when pickups and deliveries occur on different days. This keeps everything organized and avoids confusion.
Assigning Crew to Jobs
Easily assign your crew members to jobs directly from the dispatch view:
1. Select the trip: After assigning a job to a trip, select the trip to start adding crew members.
2. Confirmed Assignment: The system will automatically update the status, marking the crew members as assigned.
This ensures you always know who is assigned to which job, reducing the chances of miscommunication.
ā Notes to Keep in Mind:
- Multiple Job Events: If a job requires both pickup and delivery, use the event management feature to create two separate entries with individual schedules. This is especially useful for long-distance jobs.
- Real-Time Updates: Any changes you make in the dispatch sectionāwhether it's reassigning jobs or updating crew membersāare reflected in real-time across the platform. This keeps your entire team on the same page.
- Flexible Scheduling; The drag-and-drop functionality allows you to easily adjust schedules on the go. If something changes, simply move the job or crew member to a new date or truck.
- Crew Communication: Utilize the built-in messaging system to send automatic notifications to crew members. Schedule texts or emails to be sent before the job starts, ensuring everyone is informed and ready to go.
With these dispatch tools at your fingertips, managing your jobs, vehicles, and crew is simpler and more efficient. You have full control over how your schedule looks, making it easy to ensure smooth operations across the board.
Icons
Icon name | Image | Description |
Bag |
| This is to indicate a job, when it is pink it means that the trip has already a job assigned. |
Truck |  | This is to indicate the trucks, when it is pink it means that a truck was already assigned. |
Man-icon |
| This is to indicate the crew members, when it is pink it means that a crew member was already assigned. |
Gear icon |  | The setting for the dispatch icon. |
Arrow to right |  | Drop down arrow for jobs, trucks and crew members. This means the menu is closed. |
Arrow down |  | Drop down arrow for jobs, trucks, and crew members. This means the menu is open. |
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