Getting started as a dispatcher

You will be able to sign in, read the board, take a call, assign a driver and watch the call move to done.

Before you start #

• Your owner or manager has given you an account with the dispatcher role.
• At least one driver and one truck exist in your business account.

Steps #

1. Sign in with your email address and password. Dispatchers sign in with a password only. The server keeps you signed in for 90 days of use.
2. Open the Dispatch board. Calls sit in columns: Scheduled, New, Dispatched, En route, On scene, Loaded, Done and Cancelled. The drivers and trucks lists sit beside the columns.
3. Take a call. Enter the pickup address (required), and add the caller, vehicle, reason and priority as you learn them. The call gets the next number, such as T-3001, and appears in the New column at once.
4. Check the New column timer. A new call turns amber after 10 minutes and red after 20 minutes without a driver.
5. Assign a driver. Choose a driver who is on shift and add a truck when a different truck is going out. The call moves to Dispatched. If a rule stops the assignment, the message says which one. See "Assignment rules".
6. Watch the call advance. The driver moves it to en route, on scene, loaded and delivered from the driver app. You complete it after delivery.
7. Cancel a call when the customer no longer needs it. A cancel needs a reason.

What you will see #

Every change on the board reaches every open board within a moment. See "The live board feed".

If something goes wrong #

• "Choose a driver first": a call needs a driver before it can move to Dispatched.
• "is off shift. Start a shift first.": the driver must start a shift. See "Assignment rules".
• A 403 answer with the licence message: the licence has gone read-only. See "What happens when your licence ends or the check fails".