The Dispatching Dashboard helps you view, filter, and manage all logistics stops for deliveries and pickups. Here’s how to use it:
1. Access the Dispatching Dashboard
Go to Drivers in your main navigation menu.
Select Dispatching from the submenu to open your dashboard.
2. Use Filters
At the top of your dashboard, you can narrow your view using filters:
Location: Choose one or view all locations.
Type: View only Deliveries, Pickups, or All.
Driver: Filter by assigned driver.
Status: Show Incomplete, Complete, or All.
Payment Status: Filter based on payment completion.
Finalized Orders: Include or exclude finalized transactions.
Date Range: Select a Start and End Date (up to one week).
Include Quotes/Tentative Orders: Preview orders not yet confirmed.
3. View and Navigate the Map
The map shows your main location as a red house icon.
Orange pins indicate deliveries and purple pins indicate pickups.
Completed stops show a checkmark in the white circle.
Use the white square in the top right to expand to full screen.
Move or zoom by clicking the white circle in the bottom right corner to open the navigation tools.
Click a pin to highlight it (it will animate with a bounce) and view details like:
Type of stop (Delivery or Pickup)
Date and time
Transaction title and number
Client name
4. View the Logistics Table
Below the map, view a full list of all logistics stops.
Use Show/Hide Columns to customize your view.
Search for a specific driver using the Search Bar.
Export the list to PDF or Excel.
5. Assign Drivers
Select a logistics stop and click the blue Assign to Driver at the top left of the table to assign multiple stops at once.
Or click the Add Driver button in the actions of a stop to assign individually.
Select a driver from your list, then click the green Assign button.
After assignment, a blue checkmark button appears which you can use to mark completion.
6. Mark Deliveries or Pickups as Complete
Click the blue checkmark button to mark a stop as completed.
Confirm the action in the pop-up window by clicking Confirm.
The map pin will now show a a checkmark inside the white circle of the pin to indicate completion.
Need Help?
If you have any questions about using the Dispatching Dashboard, contact our team at [email protected].