The Dispatch day
One day's trucks, stops and crew on one screen: View shows what the crew have, Edit lets you plan.
WhereDispatch›Day
The Day tab shows one day of deliveries and pickups. It has two modes: View, which shows exactly what the crews have, and Edit, where you plan on a draft the crew do not see until you publish.
The top of the day
- The day: the arrows step back and forward, the date box jumps to any day, and Today brings you back.
- View | Edit: the switch, shown only to people who may change Dispatch. A new visit always opens in View.
- Flagged: shows only the flagged stops, with a count. It appears only when a stop is flagged. See below.
- The day in numbers: how many stops are done of the day's, how many are under way, and the trucks and crew out, as small chips on the same line. A chip with nothing to say (0 under way, or an empty day) is left off. What is not on a truck or running late is on Needs attention.
- ⋯: Print sheet, and in Edit Map addresses and Mark scheduled. A gold dot on it means something there is waiting.
Over the map are three tabs, one open at a time. Press the open tab to fold it away and give the map the room.
- Needs attention: what to fix (its count shows only above zero), such as a stop not on a truck, an address not found, a truck with stops and no crew, or someone on two trucks. Press a line to open what it is about.
- Working today: who has a published shift that day, who is on a truck without one, and who is on time off.
- Weather: the week at the warehouse. Press a day to open it.
View
Each truck is a card showing its progress, the stop under way, the crew and when it should be back. On today, crew phones that share their location show on the map. Nothing moves a truck in View.
Each stop is a white card with a bar of the task's colour down its left (dashed for a help stop), the client and place, the client's arrival window with a clock ("8:00 AM to 6:00 PM", as the crew's phone says it), then the type, town and arrival time. Its status shows only once it is more than Scheduled. Press a stop to open its task sheet.
To place shows in View only when a stop is not on a truck yet; Edit always has it, for dropping stops on trucks.
If any truck has changes that are not published, a gold bar says Not live yet with Review and publish, which opens Edit.
Edit
A navy bar stays on top while you edit: Editing., how many trucks have changes the crew don't have yet, and Discard changes, Publish all and Done. Everything you can do in Edit is in Plan the routes and Publish the day.
Each truck card says where it stands:
- Live · crew has the latest (green): the crew have what you see.
- Changes not published (orange): you changed it and have not published.
- Not published (grey): a truck you added to the day in this draft.
Flags on stops
A stop can carry flags, such as Priority Service and Has Important Notes, each in its own colour. Set them from the flag button on a stop card or on the task sheet. Setting a flag is saved at once and is not a route change, so nothing waits to be published. Priority Service shows by itself when the order has Priority service ticked.
Good to know
- Your company's own flags are added, renamed and recoloured on Settings, System, Other lists, under Task flags.
- Cancelling a stop takes it off the board at once, with Undo to put it back.
- Back at warehouse on a truck card finishes a route by hand, for a truck left open or a phone that died.
If something goes wrong
- There is no Edit switch. Your role may read Dispatch but not change it. Ask an admin.
- The map shows no route lines. The warehouse has no map location. Set it on Settings, Operations, Dispatch, Routing.
- A truck is drawn with a dashed line. It has changes that are not live yet. Publish it.