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Dispatch Fundamentals

This article explains how Dispatch is designed to work, who typically uses it, and how the main workflows fit together. It is intended to help you understand the system before diving into task-specific articles.

What Dispatch is designed to do

Dispatch is the planning and communication layer for trucking operations.

It helps teams:

  • Plan daily and next-day trucking needs

  • Communicate assignments to drivers and third-party haulers

  • Track progress and respond to changes during the shift

Dispatch is not a single action. It is a shared workflow that spans planning, fulfillment, communication, and monitoring.


Dispatch is a multi-role workflow

Dispatch is designed for multiple people to participate.

Common roles include:

  • Field users or foremen who identify the need for trucks

  • Dispatchers who build and manage assignments

  • Drivers and hired haulers who receive instructions or requests

It is normal for one person to create a request and another to fulfill it. Dispatch supports this handoff by design.


Mobile and web serve different purposes

Dispatch works across both web and mobile, but each is optimized for different tasks.

Mobile is best for:

  • Activating shifts

  • Creating or modifying dispatch requests

  • Tracking actuals during the shift

Web is best for:

  • Assigning trucks and drivers

  • Managing detailed fulfillment

  • Editing orders and resolving conflicts

Most teams use mobile to initiate work and web to complete it.


Understanding Dispatch requests and orders

Dispatch supports different ways to request trucks depending on the situation.

Simple Dispatch

  • Used to signal the need for trucks

  • Creates a request that appears in the dispatcher’s notification inbox

  • Requires dispatcher action before it appears on Fulfill

Manual Orders

  • Used when a job does not follow a standard shift structure

  • Always creates a manual shift at the bottom of the Dispatch page

  • Common for multi-destination work or write-in locations

These tools serve different purposes and are not interchangeable.


The notification inbox controls what happens next

The notification inbox is where Simple Dispatch requests are processed.

Until a dispatcher:

  • Attaches the request to an existing shift, or

  • Converts it into a manual shift

The request will not appear on the Fulfill tab.

Most missing or “not showing” issues are caused by unprocessed requests, not system errors.


Messaging depends on setup

Dispatch messaging relies on three things working together:

  • Accurate contact information

  • Messaging settings

  • Assignment status

Messaging settings apply to the entire site and take effect immediately.

If messages are not being delivered, contact data and settings should be checked first.


Notify vs Request

Dispatch supports two communication styles:

  • Notify sends information only

  • Request asks the recipient to accept or decline

Drivers and hired haulers may receive notifications, requests, or both depending on site settings and workflow.


Terminology to know

Some terms are used interchangeably in Dispatch:

  • Shift and Job refer to the same thing

  • Broker and Hired Hauler are treated as the same concept in Dispatch

This reflects how the product works, even if your business uses different language.


Where to go next

Use the task-based articles in this collection when you are ready to:

  • Create or edit dispatch orders

  • Fulfill assignments

  • Send notifications or requests

  • Track actuals or review reports

If something does not behave as expected, start with the troubleshooting articles before contacting support.

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