This form is where most of the scheduling is done. It pulls together all the information needed to schedule into one place. For example, you can see the trucks and their status, who is driving each truck, the order line items, the number of trucks requested, the number of trucks scheduled, and the trucks scheduled for each order line.
The schedule can only show a single day and a single office. Select the desired date and office. It will default to the office you are assigned to.
If you only want to see the incomplete orders, check the “Hide completed orders” checkbox. When the “Load at” or “Deliver to” value is selected as “Job site”, it will be automatically replaced with the “Job site” field value that was entered while creating the order.
Trucks that have not had any jobs scheduled will display in green in the top section. As a truck is scheduled for 100% utilization on a given day, that truck will display in red. If a truck is only partially utilized, it will show in yellow. If a truck is marked out for maintenance, then it will be gray. The truck color in the truck block section changes to green again if the order line on which it was scheduled is marked as complete. Then the same truck can be scheduled on other order lines.
In the Truck column in the grid, you can select the desired trucks to work a specified job. The dispatcher is only allowed to add as many trucks as specified in the “Sched. trucks” column. “Sched. trucks” corresponds to the utilization of trucks. If you have scheduled trucks with the utilization of less than one, you may see more trucks displayed than what is displayed in the “Sched. trucks” column. E.g., If you have entered “Sched. trucks” as 3, you will be able to add only 3 trucks in the “trucks” column having full utilization (1) but if you reduce/change the utilization of any of these 3 trucks, you will be able to add more trucks since the utilization (sched. trucks) becomes less than 3.
Active trucks are displayed in the truck block section of the schedule page. You can either see all the trucks together or you can change the view by clicking the “by category” button shown on the top right of the schedule page. This will show the trucks in various categories like dump trucks, tractors, lease haulers, and trailers. The top image shows them all together and the one below it shows the trucks by category.
When you right-click on trucks in the truck block section, a context-sensitive menu will open. The context-sensitive menu can be used to take the truck out of service, place it back in service, change the driver for the truck, share the truck with another office, mark a truck as not having a driver, assign the driver, or assign the default driver back to the truck.
These menus are not shown for lease haulers. Trailers also have limited menus like placing the trailer back to service or taking it out of service and sharing it. The share menu option is never shown on any truck if it is out of service or if sharing isn’t enabled.
The context-sensitive menu has the following options:
Below are some of the possible context menu options.
Context-sensitive menu in truck block section depending on truck status
Clicking on any partially or fully utilized truck in the truck block section will open a modal dialog as shown on the left which will show all the order lines on which the truck is scheduled.
Each row of data shown below has menu items that give you the actions that can be performed on the order line. There is a context-sensitive menu accessed by right-clicking a row. These same menu items can be accessed from the button with the ellipsis in the rightmost column. You might not be able to see all the options since certain settings and conditions are required in order to see/use some of these menus.
On the order detail, a dropdown allows the priority to be set to High, Medium, or Low. It has defaulted to Medium. The dispatcher can change this value. On the schedule view, a column is on the far-left side of the grid. This column will be narrow and will have an icon indicating the priority. The column is sortable.
Schedule view showing context-sensitive menu
On the schedule, when adding a truck to the schedule, all available trucks starting with character entered will be displayed.
Please refer to the Dispatching & Messaging settings section on how to enable some of these menu settings on the schedule page.
Context-sensitive menu / “Action” button shows the following options:
When a job is marked complete, logic is run to check and see if the truck has any open deliveries for the day. If all deliveries are complete for that truck, then the card for that truck should turn green.
While changing the date of order lines, you will be presented with an option of selecting the entire order or only the order line selected by you if the order has multiple line items. If there is only 1-line item in the order, then that option will not be shown. There is an option of keeping the truck assignments while changing the dates for order lines.
If you check the checkbox “keep truck assignments” while changing the date, the application will check if the trucks assigned on selected order lines are available or not for scheduling on the target day to which you want to change the date of the current order. If they are available for scheduling and depending on their utilization on the target date, trucks' assignment will remain intact while changing the dates. If the trucks are not available for scheduling or their utilization is fully booked on the target date, you will be alerted with a message.
If you try to copy an order line on schedule and there are other order lines as well for the same order, you will be presented with an option of either copying all the line items of that order or only the selected line item. This modal dialog will not be shown to you in case there is only one-line-item present on the order.
When a job is transferred to another date, you must specify the new date in the modal dialog. When the job is moved to this new date the trucks that were scheduled are removed.
When you choose to copy orders, you will see a calendar that shows you the date range for the orders you want to copy. While copying the order lines or an entire order, you will have the option of copying the trucks along with the order. If you check the checkbox “copy trucks with order” while copying the order, the application will check if the trucks assigned on selected order lines are available or not for scheduling on the target day to which you want to copy the current order. If they are available for scheduling and depending on their utilization on the target date, trucks' assignment will remain intact while copying the order. If the trucks are not available for scheduling or their utilization is fully booked on the target date, you will be alerted with a message.
Once you click ok in the confirmation modal, to delete an order line, you will be presented with an option of deleting the single order line that you have selected or you can delete the entire order, if there are multiple line items associated with the order. This modal dialog will not be shown if there is only 1 item in the order. Deletion of order lines or orders is not possible if there are tickets/actual amounts on the order line, the order line is marked as closed/complete, and if there are trucks scheduled on order lines. Messages will get displayed if there is any condition that will prevent the deletion of the order or order line.
You can add the tickets for order lines by using the tickets menu. You will have to specify the ticket number, quantity, and truck. You can delete the ticket by clicking on the “ellipsis” (…) button. These tickets get added automatically when the dispatches associated with order lines move to the loaded/completed state. These tickets can be managed through the tickets page as well.
Please refer to the Managing tickets associated with the orders section for the tickets page.
To enable/disable the ticketing, please refer General tab of the settings page.
You can send dispatches to drivers using the ‘dispatch to driver” menu. Once you select that menu, a modal dialog as shown on the left will be displayed. It will automatically populate the driver in the “send to” field. Route field allows you to add the google maps link as well.
You can select the number of dispatches that you want to send by changing the values in the “how many dispatches to create for each truck” field.
If you want to send this dispatch as “Multiple loads”, then check the checkbox “multiple loads”. This means that the driver will continue to load and deliver this item until he is told to stop.
Typically, new dispatches are added to the end of the “Truck Dispatch List”. If you are specifying load times and want a dispatch to be added based on the load time, you can check the “Add dispatch based on time on job” checkbox.
Once you click on the send button, an SMS may be sent, depending on your settings and whether the driver is logged in. The dispatch(es) will get added.
For more info related to dispatching methods and their differences, please refer to Dispatching methods.
To see all the loads associated with a particular order line on the schedule, click on the “View load history” menu. It will take you to the “Load History” page where the dispatches are filtered according to the order line that you had selected.
For managing the entire dispatches, please refer Managing Dispatches section.
You can send messages to drivers assigned to trucks that are scheduled on the order lines by using the “message drivers” menu. Drivers assigned to trucks are automatically populated in this modal. Once you press send button after entering the subject and body, drivers will receive the message either in SMS, Email, or both formats depending on the preferences set in their profiles.
Another option of sending the messages to drivers is by using the “Messages” menu present under the orders menu.
Please refer to Sending messages to drivers of office for details of the “Messages” menu
If you click on the “x” icon present on any truck in the trucks column, you will be able to remove the truck or mark its work as done. Once it is marked as done, no “x” icon will be shown on the truck. In order to re-activate the truck, you will have to use the “activate closed truck” menu. Once you select that menu, you will be shown a modal where you can select closed trucks that you want to re-activate.
Just click in the field as shown on the left side select the closed trucks shown in the drop-down and save.
Double click on the truck present in the “trucks” column in order to view and update the utilization of the truck. This modal dialog allows you to update the utilization. Trucks can also be removed from the order lines using the remove button
If there are not enough trucks scheduled to meet the requirement for the number of trucks called for on the order, the number of trucks is displayed in bold red. Once the number of trucks assigned equals the number of trucks ordered, the text returns to normal.
In the event that Anderson shares several orders with Greer, the expectation is that Greer will make some trucks available for Anderson to fill the orders. Rather than have Greer assign the trucks to the orders as they see fit, it would be better for Greer to specify which trucks Anderson can borrow and allow Anderson to assign the trucks as needed. This allows Anderson to determine the priority of the assignment and which jobs would be the best match for the Greer trucks.
When Greer specifies which trucks Anderson can utilize, they should show as red for Greer and should show on the top panel of Anderson's schedule in Green so Anderson will know they can schedule these trucks. Show the border of the truck box in the top panel in whatever color is associated with the office that provided the truck. When Anderson schedules the truck on an order, the box will turn red with the border being the color of the office that provided the truck.
To identify the shared order lines easily on the schedule page, just look for the order lines having yellow background. Other order lines which are not shared will be displayed normally and will not have a yellow background.
This is only available for multi-office configurations.
For transferring the order line or order (with a single line item), you will have to select the new office on the “select office” modal. While transferring the order line to a new office, you will be presented with the option of transferring the selected order line or the entire order, if the order has multiple line items. When the job is moved to this new office, the job location is changed to the new office location. Transferring of orders or order lines is not possible if there are trucks scheduled on order lines or if there are tickets/actual amounts associated with order lines.