TABLE OF CONTENTS

• Introduction to the Dispatch Board
  • Types of Dispatch Boards
• Managing and Creating Dispatch Boards
  • Open the Dispatch Board
  • Dispatch Board Landing Page
    • Searching for a Board
    • Set a Default Board
    • Edit Board Settings
      • Reorder Boards
      • Delete a Board
      • Create a Board
  • Board Tabs
    • Edit Map Board Settings ()
      • Rename a Board
      • Copy a Board
      • Delete a Board
    • Edit Grid Board Settings ()
      • Rename a Board
      • Copy a Board
      • Delete a Board
      • Set Text Wrapping on Board Text Columns
      • Modify the Grid Layout Type
    • Filter Driver List
      • Grid Board
      • Map Board
      • Setup the Filters
    • Filter Order List
      • Grid Board
      • Map Board
      • Setup the Filters
• Board Layout Overview
  • Grid Board
    • Order List
    • Driver List
  • Map Board
  • Order Card
    • Information
  • Driver Card
    • Information
  • Order Sliding Panel
    • Information
    • Quick Link to Order Details
  • Driver Sliding Panel
    • Information
    • Open the Order in the Back Office
    • Open the Driver Details in the Back Office
• Quick Search
  • Order Quick Search Fields
  • Driver Quick Search Fields
• Filter Orders by Status
  • View By Selection and Calendar Behavior
    • Order Life Cycle and Status Layers
      • Status Layers
      • Calendar
• Grid Board Column Customization
  • Each board can have its own:
  • Reset Default List
  • Customize the Columns
    • Show/Hide Columns
    • Resize Columns
    • Reorder Columns
    • Sort a Column
    • Filter a Column
      • Apply a column filter
      • Clear a column filter
• Dispatch Orders
  • Dispatching Process
  • Dispatching in Grid Board with Drag and Drop
  • Using Lasso Tool to Select Orders in Map
  • Dispatching from the ... Menu 
• Chat with Drivers
  • Start a Chat with a Driver
• Auto Dispatch Suggestions

Introduction to the Dispatch Board

The Dispatch Board is a powerful tool designed to help dispatchers efficiently manage and monitor orders and driver activity in real time. It provides a centralized view of order statuses, driver locations, and overall operational progress—either through an interactive map or a structured grid layout.

With the ability to create multiple boards using custom filters, dispatchers can easily focus on specific order types, statuses, or regions. This flexibility helps ensure that potential issues are quickly identified and addressed, and that orders are assigned based on real-time driver availability and location.

Additionally, the Dispatch Board supports bulk actions, allowing dispatchers to mass update orders directly from the interface, streamlining the workflow and reducing manual effort.

Types of Dispatch Boards

The Dispatch Board offers several layout options to suit different operational needs, each providing a unique way to visualize and manage orders and drivers. Below are the available board types:

• Map Board
  Displays both orders and drivers on a map, offering a visual, location-based overview.
  Ideal for real-time geographic tracking and quick assignment based on proximity.
• Grid Boards
  Provide a tabular view of orders and drivers with customizable columns.
  They can be combined with an optional linked map for additional context.

The Grid Boards are available in the following layouts:

• Horizontal Grid: Orders and drivers displayed on of top of each other.
• Vertical Grid: Orders and drivers displayed side by side.
• Vertical Grid with Map: A vertically aligned grid with a built-in map view for simultaneous data and location monitoring.
• Order-Only Grid: Focused exclusively on order information.
• Driver-Only Grid: Displays only driver details and statuses.

All grid views support filtering through:

• A global search bar for quick filtering across all columns.
• Column-level filters for more precise data refinement.

These flexible board configurations allow dispatchers to tailor their workspace to match their workflow, whether they're monitoring delivery progress, assigning tasks, or responding to issues in real time.

Managing and Creating Dispatch Boards

By default, a Map Board is automatically generated when you first access the Dispatch Board from the Back Office by clicking on the left menu item .  However, you can manually create additional Map or Grid Boards to support different workflows and operational needs.

Each board can be customized with specific filters and on grid boards, specific columns to focus on particular order types, statuses, regions, or driver groups. To streamline setup, you can also copy an existing board—either one of your own or, if you have the appropriate permissions, a board created by another user. Once copied, the new board can be modified independently, allowing you to tailor it to your specific requirements.

This flexibility makes it easy to maintain multiple views for different use cases, ensuring you always have the right information at your fingertips

Open the Dispatch Board

When opening the Dispatch Board from the Back Office by clicking on , what you see depends on whether a default board has been set:

• If a default board exists, you will be taken directly to that board upon opening the Dispatch Board.
• If no default board is set, you will be directed to the Dispatch Board Landing Page, where you can select to view a board or create a new board.

At any time, you can return to the Board List by clicking on the Dispatch Board Landing Page . This allows you to switch between boards or manage your existing configurations with ease.

Dispatch Board Landing Page

The Actions menu on the Dispatch Board Landing Page provides several tools for managing your Map and Grid boards efficiently.

Searching for a Board

In the Search, start typing the name of the board.

You can also sort the board list in ascending order by clicking once on header (name, board type or description). Click again on the header to sort in descending order. Click again to remove the sort. 

Set a Default Board

When a default board is set, navigating to the Dispatch Board will automatically open that board, bypassing the Dispatch Board landing page.

To set the default board, click on the star beside its name.

Edit Board Settings

Select Settings from the Actions menu to modify:

• The name and description of the board.
• The column wrapping and layout preferences for Grid boards.

Reorder Boards

Use the Move Up and Move Down actions to change the order in which boards appear in your list and tabs.

Copy a Board

Select Copy to duplicate a board. During the copy process, you can:

• Change the name of the copied board.
• Select one or more users to copy the board to by starting to type its name in the Destination Users then select it from the list.
• If a board with the same name already exists for a selected user, you can enable the Override option to replace it.

If you have permission, you can also see all boards from all users by clicking on the View All Users. From the list, you can then copy any board to yourself or other users.

Delete a Board

1) Choose Delete to remove a board from your list. A confirmation popup will appear—confirm the action to proceed with deletion.

Deleting a board is permanent and cannot be undone.

Create a Board

1) Click on the Add board button:

2) Enter the board title then select the board type:
Map or Grid board. 

If you select a Grid board, you will then be able to select the Layout Type:

• Vertical grid: orders and drivers grids, side by side with optional linked map
• Horizontal grid: orders and drivers grids, stacked on top of each other with optional linked map
• Orders only grid: order list only with optional linked map
• Driver only grid: driver list only with optional linked map
• Vertical grid with map: orders and driver grid with a third section for the map

3) Clicking on Create button will create the board and move it to the bottom of your list.

Board Tabs

You can create and manage multiple boards of different types, each with its own filtering criteria and optional linked maps to support various dispatch workflows. Boards can be created from the tab view or from the board landing page.

• For Map Boards, you can:
  • Edit the name and description.
  • Copy or delete the board directly from the board tab using the Settings option.
• For Grid Boards, you can:
  • Edit the name, description, and layout type (horizontal or vertical).
  • Configure text wrapping options and apply driver and order list filters.
  • Delete the board from the Settings in the board tab.

These customization options allow you to tailor each board to your specific operational needs.

Edit Map Board Settings ()

1) If the board is not idle, hover over the tab until the changes to a Settings icon otherwise click on the board to activate it then hover over the tab to see .

2) Click on  to open the Board settings panel, which will slide in from the right side of the screen.

To close the settings panel without saving changes, either:

• Click Cancel in the bottom-right corner of the panel, or
• Click anywhere on the Map board,  outside the settings panel.

Rename a Board

1) Open the settings (see above):

2) Enter the new name and optional description then click on Apply button.

Copy a Board

1) Open the settings (see above):

2) From the ... menu, click on Duplicate:

3) Enter the name of the new board in Destination Name. 

Check Overwrite boards wit the same name if the board already exists and you want to replace it.

In Destination Users, click to see the list of names or click and start typing the name of the user (yourself or another internal user) where the board should be copied.  Click outside the box to close the drop-down field.

4) Click Copy. 

The new board is copied and the settings panel is closed.

Delete a Board

1) Open the settings (see above):

2) From the ... menu, click on Delete:

3) Click on Delete button.

Edit Grid Board Settings ()

1) If the board is not idle, hover over the tab until thechanges to a Settings icon otherwise click on the board to activate it then hover over the tab to see .

2) Click on  to open the Board settings panel, which will slide in from the right side of the screen.

To close the settings panel without saving changes, either:

• Click Cancel in the bottom-right corner of the panel, or
• Click anywhere on the Map board,  outside the settings panel.

Rename a Board

1) Open the settings (see above):

2) Enter the Title and optional description then click on Apply button.

Copy a Board

1) Open the settings (see above):

2) From the ... menu, click on Duplicate:

3) Enter the name of the new board in Destination Name. 

Check Overwrite boards wit the same name if the board already exists and you want to replace it.

In Destination Users, click to see the list of names or click and start typing the name of the user (yourself or another internal user) where the board should be copied.  Click outside the box to close the drop-down field.

4) Click Copy. 

The new board is copied and the settings panel is closed.

Delete a Board

1) Open the settings (see above):

2) From the ... menu, click on Delete:

3) Click on Delete button.

Set Text Wrapping on Board Text Columns

1) Open the settings (see above):

2) Check the Allow text wrapping checkbox then click on Apply.

Modify the Grid Layout Type

1) Open the settings (see above):

2) Select the grid layout from the drop-down field.

Filter Driver List

On Grid boards that include a Driver List and on Map Boards, you can apply filters to refine the driver list based on key driver criteria. Available filter options include:

• Zones – Filter drivers by their assigned filtering zones.
• Attributes – Include or exclude drivers based on specific attributes or qualifications.
• Vehicles – Show only drivers assigned to particular vehicles.
• Status – Filter drivers by availability (hide drivers that are off duty).

These filters help dispatchers quickly locate the most suitable drivers for the task at hand.

Grid Board

1) If the board is not idle, hover over the tab until thechanges to a Settings icon otherwise click on the board to activate it then hover over the tab to see .

2) Click on  to open the Board settings panel, which will slide in from the right side of the screen.

Map Board

1) Click on the Map Board to open it.

2) Click on the Filter button  to open the Filtering panel which will slide in from the right side of the screen.

If one or more filters are applied, the button will change to .

Setup the Filters

Open a filter by clicking on its arrow down () and close it by clicking on its arrow up ().

You can clear all filters by clicking on the Clear Filters:

1) Click on the down arrow to the right of the filter () to open the list of available filter selection.

2)You can select to include or exclude the selection from list.

3) Check the checkbox on any option in the list to use in the filter.
You can search for a specific option in the list by typing part its name in the search and the list will be filtered.

4) Once one or more option are selected, close the section by clicking on the arrow up () so you can easily move to the next filter.
The number of options selected will show beside the filter name.

5) Once filters are setup, click on Apply button.

Filter by Zone:
Zones represent the geographic areas or regions where the driver are assigned to work. Using zone filters helps dispatchers quickly identify available drivers within a specific area, streamlining order assignment and improving operational efficiency.

Alternately, it can also be used to exclude drivers that are working in specific zones.

Attributes filter:

The attribute filter allows you to refine the driver list based on specific characteristics or qualifications.

• Use it to include drivers who have one or more selected attributes (e.g., certifications, equipment, skill sets).
• Alternatively, it can be used to exclude drivers with certain attributes, helping you focus only on those who meet specific criteria.
  Example: Filter to show only drivers certified for hazardous materials, or exclude those marked as "training" or "on leave."
  

Vehicle filter:

The vehicle filter allows you to refine the driver list based on specific vehicles.

• Use it to include drivers who are assigned to specific vehicles.
• Alternatively, it can be used to exclude drivers that are assigned to certain vehicles.
  
  

Exclude Off Duty Drivers

If this option is checked, only on duty drivers will show in the driver list.

1. Check the box to exclude off duty drivers.

Filter Order List

On boards that include an Order List and on Map boards, you can apply filters to refine the list based on key order criteria. Available filter options include:

• Zones – Filter orders by pickup and delivery address filtering zones.
• Attributes – Include or exclude orders based on specific attributes.
• Vehicles – Show only orders assigned to particular vehicles.
• Drivers - Show only orders assigned to specific drivers.
• Accounts - Show only orders created for specific accounts.
• User Fields - Show only orders where specific user defined fields are assigned a specific value.
• Reference Numbers - Show only orders where the reference fields are assigned a specific value.
• Routed Orders - By default, only standard (on demand) orders are displayed. Enabling this option will allow you to also display orders assigned to routes, providing a complete view of both routed and non-routed orders.
• Multi-segment Orders - By default, standard orders and segments are displayed. Enabling the option will allow you to also display the multi-segment orders. Only standard orders and segments can be dispatched to drivers.

These filters help dispatchers quickly identify and review orders that require attention—such as those that need to be dispatched to specific drivers, are potentially at risk, delayed, or require priority handling.

They provide greater visibility and control, enabling faster, more informed dispatch decisions.

Grid Board

1) If the board is not idle, hover over the tab until thechanges to a Settings icon otherwise click on the board to activate it then hover over the tab to see .

2) Click on  to open the Board settings panel, which will slide in from the right side of the screen.

Map Board

1) Click on the Map Board to open it.

2) Click on the Filter button  to open the Filtering panel which will slide in from the right side of the screen.

If one or more filters are applied, the button will change to .

Setup the Filters

Open a filter by clicking on its arrow down () and close it by clicking on its arrow up ().

You can clear all filters by clicking on the Clear Filters:

1) Click on the down arrow to the right of the filter () to open the list of available filter selection.

2)You can select to include or exclude the selection from list.

3) Check the checkbox on any option in the list to use in the filter.
You can search for a specific option in the list by typing part its name in the search and the list will be filtered.

4) Once one or more option are selected, close the section by clicking on the arrow up () so you can easily move to the next filter.
The number of options selected will show beside the filter name.

5) Once filters are setup, click on Apply button.

Filter by Zone:
Zones represent the geographic areas or regions where order pickup and delivery addresses are located. Applying zone filters allows dispatchers to quickly identify the location or orders, making is easier to assign them efficiently and optimize routing and operational workflows.

Attributes filter:

The attribute filter allows you to narrow down the list of orders based on specific requirements or characteristics. This helps ensure that only orders matching defined criteria are displayed, making it easier to prioritize and assign them appropriately. 

Vehicle filter:

The vehicle filter allows you to refine the order list according to specific vehicle types.  

• Use it to focus on orders designated for certain vehicle.
• Alternatively, it can be used to exclude orders that are assigned to certain vehicles.

This helps ensure orders are assigned to vehicles with the right capacity or specifications.

Driver filter:

The driver filter allows you to display the order list based on the driver assigned or dispatched drivers to those orders. This helps dispatchers easily track and manage the status of orders for specific drivers.

Account filter:

The account filter narrows down the order list to display only the orders associated to selected accounts. This allows dispatchers to efficiently track and manage orders based on specific customer needs.

User Field filter:

The user field filter allows you to filter orders based on specific values entered in order user-defined fields across different accounts. This helps dispatchers target and manage orders with custom criteria tailored to operational needs.

Reference Field filter:

Similar to the User Field Filter, the Reference Field Filter lets you filter orders across accounts based on the content of reference fields. The filter uses the reference field names defined in the order profile, making it easier to locate and manage orders using consistent identifiers. This also helps dispatchers target and manage orders with custom criteria tailored to operational needs.

Include Route Orders filter:

By default, only unrouted orders appear in the order list.

To display routed orders as well, enable the Include Routed Orders option. This lets dispatchers view both routed and unrouted orders together.

When used in combination with the Routed column filter in the order list, you can also display only routed orders if needed.

Include Multi-Segment Orders filter:

By default, multi-segment orders are not shown in the order list. Only standard orders and segment orders are displayed, as these can be dispatched directly to drivers.

If you need to view and manage multi-segment orders—for example, to perform a mass update—enable this filter to include them in the list.

Board Layout Overview

Grid Board

On the Grid Board, you can:

• Quickly search for orders and drivers using the search bar (depending which grid layout you selected).
• Filter orders by their status.
• View selected orders and drivers on the popup map.
• Perform actions on individual orders or mass update orders.
• If using auto dispatch suggestion, they can be accepted from the driver list

These features help dispatchers efficiently manage and act on orders directly from the grid view.

You can view filtered data directly on the map in two ways:

• Popup Map: Open a separate popup window displaying orders and drivers based on the current filters applied in the Order and Driver lists  by clicking .
• Vertical with Map View: Use the integrated vertical layout to display the map alongside filtered order and driver information.
  

This feature allows for a more visual and interactive experience, helping you track and manage operations efficiently based on your active filters.

• On the map, click on a stop icon to open an order popup where you can dispatch the order.
  
  • Clicking on the Order id will open the order sliding panel in the associated grid board.
  • Clicking on the driver name will open the driver sliding panel in the associated grid board. 
• On the map, click on a driver icon to open the driver popup
  
  • If the driver stop list on the grid board is active, the driver workload will be displayed:
    
  • If using auto dispatch suggestions, you can view the suggestions and accept them from the map.

Order List

In the Order list, the Order column shows the following information:

• :Driver color and if service level is setup with a color, the color shows in the upper left corner.
• Dispatch Type
  •  : manually dispatched
  •  : auto-dispatched
• :Order id
• : Verify order before settlement. Once delivered, order needs to be verified before it can be settled.
• : Verify order before invoicing. Once delivered, order needs to be verified before it can be invoiced.
• : Vehicle type if setup on the vehicle.
• : Segment order of a multi-segment order.
• : Attribute.
• : Exception code.
• : Time before the end of the delivery window
  • Blue: On Time
  • Orange: At Risk
  • Red: Late
• : Order status
  • RC: Received
  • DP: Dispatched
  • AS: Assigned
  • HL: On Hold
  • CX: Cancelled
• ... : Action menu

Driver List

In the Driver list, the Driver column shows the following information:

• : Status bar
  • Green: On duty
  • Blue: Away
  • Orange: Going Off Duty and Off Duty
• 
  • Color: Driver color as setup in the Back Office driver details.
  • 3289: Driver number
  • : Driver vehicle
• : When using auto-dispatch with suggestions, a red dot means the driver has auto-dispatch suggestions. They can be accepted on the driver list or reviewing in the driver sliding panel before they are accepted.
• Driver Name
• : Driver attributes
• : Number of orders
  • Blue: Orders are on time
  • Orange: Orders are at risk
  • Red: Orders are late
• : Menu to accept all auto-dispatch suggestions
  • Clicking on the ... will show the menu item

Map Board

On the Map Board, you can:

• Quickly search for orders and drivers using the search bar (depending which tab is selected).
• Filter orders by their status.
• View selected orders and drivers on the map.
• Perform actions on individual orders or drivers.

Order Card

When hovering over an order in the Map or Grid board, a compact Order Card is now displayed.

• This card will provide a quick view of key order details without needing to open the order sliding panel. 
• The visibility of fields depends on the data available for the specific order - fields with no values will not appear.
• Using the dispatch icon ( ), you can easily dispatch the order from the order card.

The Order Card improves user efficiency by making relevant order information accessible at a glance.

Information

• Order Id
• Service Level
• Driver: Only display if a driver is dispatched or assigned to the order.
• Vehicle Type
• Items: Shows number of items, volume and weight.
• Account name , account number, Account contact
• Account Phone number
• Pickup information: Contact, contact phone number, company, address, window and note
• Delivery information: Contact, contact phone number, company, address, window and note
• Customer notes: if any on the order
• Internal note:s if any on the order
• Exception codes: if any are setup
• Attributes: if any are setup 

Driver Card

When hovering over a driver  in the Map or Grid board, a compact Driver Card is now displayed.

• This card will provide a quick view of key driver information without needing to open the driver sliding panel or the driver details from the Back Office. 
• The visibility of fields depends on the data available for the specific drivers - fields with no values will not appear.
• Using the chat icon ( ), you can easily open a chat to the driver.

This compact view helps dispatchers quickly access essential driver information without navigating away from the main interface.

Information

Basic driver information is available in the driver card. 

• Driver picture if setup.
• Driver number
• Last and first name
• Email address
• Phone number
• Vehicle type
• Current Capacity: This is the capacity at the moment according to the orders that are picked up and the driver's vehicle capacity.
• Peak Capacity: This is the capacity according to the route optimization and the orders that are dispatched to the driver.
• Attributes: List of attributes assigned to the driver if setup.
• Last position update: Last position recorded for the driver .
• Auto-Dispatch: Shows if the driver is part of the drivers for auto-dispatch.
• Last Delivery: Last delivery recorded by the driver.

Order Sliding Panel

Clicking anywhere in order cell (other than the order id) in the Map when viewing the orders tab or in the Grid Board in the order list, opens a sliding panel from the right side of the screen for a streamlined view and quick access:

•  or

• Displays more detailed information than the Order Card.
• Provides access to the full Order History.
• Allows dispatcher to edit notes directly from the panel.
• Allows dispatchers to take action on the order.
• Includes shortcut links to specific tabs in the Back Office order details for quick navigation.
• If the order is dispatched or assigned to a driver, clicking anywhere in the driver section at the bottom of the general tab in the order panel other than the driver name opens the Driver sliding panel. 
  • Clicking on the driver name will continue to open the full Driver Details in the Back Office in a new tab.

This panel improves operational efficiency by allowing users to quickly view and update key information—without navigating away from the current screen.

Information

Quick Link to Order Details

The pencil is available in the Map and Grid Board's sliding Order details in the following places:

• Clicking on the pencil beside Pricing Information or Package Information will open the Summary tab on the Back Office Order Details
• Clicking on the pencil beside Reference Numbers will open the Additional Info tab on the Back Office Order Details
  
• Clicking on the pencil beside the Driver Payout, will open the Driver tab on the Back Office Order Details
  
• Once an order is picked up, a pencil will be displayed beside the Proof of Pickup. Clicking on the pencil will open the Edit Proof of Pickup dialog box:
  
• 
  

• Once an order is delivered, a pencil will be displayed beside the Proof of Delivery. Clicking on the pencil will open the Edit Proof of Delivery dialog box:
  

Driver Sliding Panel

The Driver sliding panel is available for quick access to detailed driver information and actions. 

The panel opens from the right side of the screen when clicking on a driver cell (not on the driver name as this opens the driver details in the Back Office) in the following areas:

or

or

• Displays more detailed information than the Driver Card.
• Allows editing the dispatch notes.
• Allows opening a chat with the driver.
• Allows to set the driver off duty.
• Allows to view and accept the auto-dispatch suggestions as well as the ability to accept them if you use this feature.
• Gives an overview of the driver's work as the day progresses.
• Allows access to the order list dispatched or assigned to the driver and to take actions on those orders.
• Allows access to the optimized stop list where dispatcher can easily re-optimize the list, view the driver's workload, manually re-order the stops and take different actions on the orders. 

The drive sliding panel offers dispatchers a more efficient and centralized way to manage drivers without leaving their current workflow. It provides comprehensive information about a driver along with their associated orders. This feature provides quick access to a driver’s profile and orders, enhancing the user experience and operational efficiency.

Information

• On Overview tab, dispatcher can see the Driver performance at a glance as number of Orders or as commission earned by selecting number of order ( ) or commission ()

• Driver Attributes
  
• Order List shows the list of Orders dispatched to the Driver.
  • There are 2 views available:
    Switch to expanded view by clicking on and to condensed view by clicking on .
    • Expanded: Shows both pickup and delivery address with time windows
      
    • Condensed: Shows one stop per order:
      
    • If order is dispatched or assigned, pickup stop is displayed
    • If order is picked up, delivery stop is displayed
  • Order Information:
    
    • In both views:
      • Dispatch type:
        • : manually dispatched
        •  : auto-dispatched
    • Order Number with vehicle type and  to open Order details in Back Office
    • If the order is a segment,  is displayed
    • Address with time window
      • If user is in a different time zone than the address, the time displays in the time zone of the address
    • If driver is on duty and list is optimized, a colored pill displays
      • If due date is in the future, pill is blue with the number of minutes, hours, days until due date-time
      • If due date is in the future but is at risk of being late, pill is orange with the number of minutes, hours, days until due date-time
      • If due date is in the past, the pill shows red with the number of minutes, hours, days since its due date-time 
    • Color-coded order status menu:
      •  Order is dispatched and not yet accepted by the driver
        
        
      •  Order is assigned, it has been accepted by the driver
      • Order has been picked up by the driver
      •  is on Hold
      • From the menu, the Order:
        • Can be dispatched to another driver
        • Can be moved to a route
        • Can be set picked up when it is in status of dispatched and assigned
        • Can be set delivered up when it is in status of dispatched, assigned and picked up
        • Can be set at checkpoint
        • Can have attributes added or removed
        • Can be set with Order exception codes
        • Can be cancelled
• Stop List shows the optimized list of stops if the Driver is online and on duty, sharing its location:
  
  • Workload icon will open the Driver history with the latest workload displayed
  • The total number of miles and driving time (total number of hours to deliver all orders)
  • Last optimization date and time. The optimization icon allows user to re-optimize a driver workload.
  • List of Orders:
    • Stop sort order with pickup(green arrow up) or delivery icon (red arrow down)
    • Stop address
    • Pickup/Delivery Window in the address time zone
    • Color coded pill with ETA 
    • Color coded pill with order status
    • ... menu from which the Order:
      • Can be dispatched to another driver
      • Can be moved to a route
      • Can be set picked up when it is in status of dispatched and assigned
      • Can be set delivered up when it is in status of dispatched, assigned and picked up
      • Can be set at checkpoint
      • Can have attributes added or removed
      • Can be set with Order exception codes
      • Can be cancelled
    • Stops can also be locked here by clicking on the lock and stops can be moved within the locked stops 
  • When opened from the map board, the map will display the home location of the driver if setup in its profile
    
  • The map will display the rainbow road if the stop list is optimized.
    

Open the Order in the Back Office

To open the Order Details in the Back Office from the Dispatch Board:

• Click on the Order Id in the grid board order list
  
• Click on the Order Id in the map board order list
  
• Click the Order Id in the order card
  
• Click the Order Id in the order sliding panel
  
• Click on the Order Id in the driver sliding panel order list and stop list:
  .

Open the Driver Details in the Back Office

To open the Driver details in the Back Office from the Dispatch Board:

• Click on the driver name in the grid board driver list
  
• Click on the driver name in the map board driver tab
• 
• Click on the driver name, if order is dispatched or assigned to a driver, in the  order card
  
• Click on the driver name, if order is dispatched to a driver, in the order sliding panel:
  
• Click on the driver name in the order sliding panel in the driver section at the bottom of the panel:
  
• Click on the icon in the driver card
  

Quick Search

Depending on the board layout, you may have an Order Grid, a Driver Grid, or both. If on the map board, you will have an order tab and a driver tab.

Each grid and tab includes a quick search bar that allows you to filter content using predefined search fields, helping you quickly locate relevant orders or drivers.

The list of quick search fields can be viewed by clicking on the beside the quick search text box.

To perform a quick search, simply type a value into the Quick Search text box. The list will automatically filter to display only the entries that match your criteria across all available quick search fields.

Order Quick Search Fields

Driver Quick Search Fields

Filter Orders by Status

The View By field, along with its associated calendar, allows you to filter the orders based on specific statuses for a selected date or date range.

This helps dispatchers focus on relevant orders according to their timeline and status.

The View by is available on both Grid with Order List and Map Board on the Orders tab.

View By Selection and Calendar Behavior

Selecting a different status category

Order Life Cycle and Status Layers

To see all orders regardless of their status, select All in the View by. For more information how this list is impacted by the date, please see calendar below.

An order progresses through the following life cycle statuses:

• Received: Order is created and pending dispatch.

• Dispatched: Order is sent to a driver but not yet accepted.

• Unassigned: Order is in received, dispatched or picked up status and has no assigned driver.

• Assigned: Driver has accepted the order.

• Picked Up: Order has been picked up.

• Delivered: Order has been delivered.

• Cancelled: Order was cancelled and will not proceed.

Status Layers

In addition to the core life cycle statuses, there are status layers that can temporarily or additionally describe the state of the order:

• Held: The order is paused. The original life cycle status remains in the background and is restored when the hold is released. Only orders that are not delivered nor cancelled can be placed on hold.

• At Risk / Late: Highlights orders, in status other than delivered and cancelled, that may miss their time windows or are already late, in any status other than delivered and cancelled.

• Invalid: Indicates the order has an issue, such as invalid pricing or unrecognized pickup/delivery addresses due to failed geocoding, an invalid vehicle or service level when imported, etc.

These layers provide dispatchers with enhanced visibility and control over the operational state of each order.

The overall All will display orders in all statuses for the date selected.

Calendar

You can change from today to different dates or date range by clicking on the calendar and making a selection:

• Yesterday ( )
• Today ()
• Tomorrow ( )
• Specific day either from the selection ( ) or using Custom Date ( in the past: in the future:  )
• Custom Date Range ( ): allows to see orders that are schedule for today or in the future.
  • The date range automatically excludes pas days as time progresses.
  • Each day, the start of the range moves forward by one day, ensuring that only today and upcoming orders remain visible.
  • This provides a dynamic and continuously updated view without requiring manual adjustment.
  • It keeps the orders list relevant by focusing only on current and future activity. 

Depending on the date selection, different orders according to their statues will be displayed.

Depending on the View by selection, the date filter will act differently:

• Open
  • Today will show orders where the Pickup or Delivery window from or to or Picked up date <= today and order status Received, Dispatched, Assigned or Picked up.
  • Dates in the future and past will show orders where the Pickup or Delivery window from or to or Picked up date = selected date and order status Received, Dispatched, Assigned or Picked up.
• Received
  • Today will show orders where the Pickup or Delivery window from or to <= today and order status is Received.
  • Dates in the future and past will show orders where the Pickup time or Delivery window from or to = selected date and order status is Received.
• Dispatched
  • Today will show orders where the Pickup or Delivery window from or to <= today and order status Dispatched.
  • Dates in the future and past will show orders where the Pickup time or Delivery window from or to = selected date and order status Dispatched.
• Assigned
  • Today will show orders where the Pickup or Delivery window from or to <= today and order status Assigned.
  • Dates in the future and past will show orders where the Pickup time or Delivery window from or to = selected date and order status Assigned.
• Picked Up
  • Today will show orders where the Picked up date or the Pickup or Delivery window from or to <=today and order status Picked up.
  • Dates in the past will show orders where the Picked up date = selected date or Pickup or Delivery window = selected date and order status Picked up.
• Delivered
  • Today will show orders where the Delivery date is today.
  • Dates in the past will show orders where the Delivery date = selected date.
• Late or At Risk
  • Today will show all orders not yet delivered or cancelled which are past the delivery window as of now or are not yet past the delivery window but considered they may not make it on time according to the optimization.
  • Dates in the past will show orders not yet delivered or cancelled today which have a Pickup time or Delivery window = selected date and are past the delivery window to time as of now.
• Held
  • Today will show all orders which are on hold. 
  • Dates in the past will show orders which are on hold with a Pickup  or Delivery window from or to = selected date.
• Cancelled
  • Today will show all orders cancelled today.
  • Dates in the past or future will show cancelled orders where the Pickup time or Delivery window from or to = selected date.
• Invalid
  • Today will show all orders that are invalid with a Pickup or Delivery window rom or to <= today.
  • Dates in the past or future will show invalid orders where the Pickup or Delivery window from or to = selected date.

Grid Board Column Customization

Columns in Grid board, for both the Order list and the Driver list, can be customized to better suit your workflow and priorities. It gives users more control over how they view and interact with data, improving visibility and efficiency.

Each board can have its own:

• Set of columns
• Sort order
• Filters

Customization is saved per board, allowing users to tailor views independently (e.g. Dispatch, Planning).

Reset Default List

The Order and Driver list can be reset to the default settings by clicking on the  button located to the upper right corner of the each list. This only shows when the list has been updated.

The lists can also be reset by clicking on the customize button () then clicking on the Reset button:

Once you reset the list, a confirmation message will display:

Click on Delete to reset to default and on Cancel to return to the list without resetting the list.

Customize the Columns

Each user can tailor the list to highlight the data most relevant to them by showing and hiding columns, modifying the width, filter and sort.

Show/Hide Columns

To control which columns appear in the Order or Driver list:

1) Click the customize button () above the list.

2) A list of available columns will appear.

3) Check the columns to display, uncheck columns to hide.

4) Click Apply to save your preferences. 

Resize Columns

Column width can be adjusted and will be saved for future sessions. This allows you to optimize your view based on screen size or data priority.

1) Move your cursor to the edge of the column header.

2) The resize icon (  ) appears, click and drag the edge to your preferred width.

3) Release the mouse button to set the new width.

Bring your cursor in the list header at the edge of the column and the cursor will change to a two arrow icon. Click on and hold then drag to the desired width.

Reorder Columns

Columns can easily be reordered to prioritize the information that matters most. The new column order will be saved automatically, allowing for a personalized and efficient workspace.

1) Click and hold the header of the column to move.

2) Drag the column to its new position.

2) Release the mouse button to drop it into place.

Sort a Column

By default, Orders are sorted by Order Id in ascending order and Drivers are sorted by Driver number in ascending order. You can easily change the sort order by interacting with any column header. This allows you to quickly organize your data by the field most relevant to your workflow (delivery to date, driver, status).

1) Click once on a column header to sort the list in ascending order.  appears to show the column is sorted in ascending order.

2) Click again on the same header to sort in descending order.   appears to show the column is sorted in descending order.

Filter a Column

The Grid Board Column filter now automatically selects the optimal default operator based on the column's data type and uses a single input for filtering in most of the columns:

• Text columns default to Contain operator:
  
  • Order (filter is on Order Id)
  • Order Id
  • Created By
  • Account Name
  • Account Number
  • Account Caller
  • Account Caller Phone
  • Reference #1
  • Reference #2
  • Reference #3
  • Hold Reason
  • Driver Number
  • Driver Name
  • Pickup Address
  • Pickup Company
  • Pickup Name
  • Pickup Phone
  • Pricing Pickup Zone
  • Address Pickup Zone
  • Pickup Notes
  • Delivery Address
  • Delivery Company
  • Delivery Name
  • Delivery Phone
  • Pricing Delivery Zone
  • Address Delivery Zone
  • Delivery Notes
  • Received From
  • Received By
  • Customer Notes
• Numeric columns default to is equal to but also has is not equal to, is greater than, is greater than and equal to, is less than and is less than or equal to:
  
  • Distance
  • Number of pieces
  • Weight
  • Volume
  • COD (Pickup)
  • COD Collected (Pickup)
  • COD (Delivery)
  • COD Collected (Delivery)
• Drop-down type columns display a list of values as multi-select checkboxes, also showing the total for each selection:
  
  • Company
  • Status
  • Service Level
  • Vehicle
  • ID Type (Pickup)
  • ID Type (Delivery)
• Yes/No or True/False columns are displayed as radio buttons, allowing a single selection:
  
  • Created By Account User
  • Held
  • ID Verified (Pickup)
  • ID Verified (Delivery)
  • Ready to Invoice
  • Ready to Settle
  • Is Late or at Risk
  • Routed

For date and numeric columns, a dual-operator search allows users to define a range for more precise filtering. This same two-operator filter is also available for searching ZIP/Postal codesThe following columns use 2 inputs for filtering:

• Date columns uses the is after as default and allows to use is before and is equal:
  
  • Created At
  • Held Date
  • Ready At
  • Pickup Start
  • Pickup End
  • Pickup ETA
  • Picked Up
  • Delivery Start
  • Delivery End
  • Delivery ETA
  • Delivered
  • Assigned
  • Dispatched
• Text columns with two operators use Contain as default:
  
  • Pickup Zipcode
  • Delivery Zipcode
• Numeric columns default to is equal to but also has is not equal to, is greater than, is greater than and equal to, is less than and is less than or equal to:
  
  • Number of pieces
  • Weight
  • Volume
  • COD (Pickup)
  • COD Collected (Pickup)
  • COD (Delivery)
  • COD Collected (Delivery)

Some columns are for display purposes only and cannot be used for filtering or sorting:

• Hold Notes
• Signature (Pickup)
• Signature (Delivery)
• Account Notes
• Internal Notes

You can filter data in any of the columns with filter to narrow down your list based on specific criteria.

Apply a column filter

1) Click on the filter icon () in the column header.

2) In the filter panel:

• Choose the operator (contains, equals, greater than depending on the column type)
• Enter the filter value
• If a second condition is available, select AND or OR, then defined the second criteria.

3) Click Filter button to apply the filter.

Once active, the filter icon ( ) will visually indicate the column is filtered.

You can filter multiple columns at once - filters across different columns are combined using AND logic.

Clear a column filter

1) Click on the filter icon ().

2) In the filter panel, click on Clear button.

Dispatch Orders

Orders can be dispatched from Grid Boards, Map Boards, Popup Map, Order sliding panel, Order card, Driver sliding panel order list and stop list.

Dispatching Process

Once one or multiple orders are selected (other than through the drag and drop method in the order list in Grid Board), follow these steps:

1) Once the dispatch menu item or button has been clicked, the Dispatch popup will open:

• Search for a driver:
  • You can apply the advanced filters already set on your driver list by checking the Apply Advanced Filters checkbox.
  • You can use the quick search and type the driver first name, last name or driver number.
  • You can sort by Availability or by Order Count.
• Click on the Driver to dispatch the orders.
• Click on Dispatch to dispatch or on Cancel to cancel the dispatching:
  

- If the driver has an expired document or certification that prevents dispatching, an error will be displayed and the orders will not be dispatched.
- if the driver does not have a required attribute, the orders associated to the missing attribute will not be dispatched.
- If the order was already dispatched to another driver, you will need to confirm the new dispatch.

Dispatching in Grid Board with Drag and Drop

On the Dispatch Grid Board, you can select one or more orders and drag and drop the orders to a driver in the Driver list. 

• Select first order by clicking on the order row (not the order id).
• Hold SHIFT key while clicking on the last consecutive order
  or 
  Hold CTRL key while clicking on the orders to select.
• Click and hold and drag from one of the selected orders, all the orders to a driver name in the driver list.

Using Lasso Tool to Select Orders in Map

The lasso tool () is available in the popup map from the Horizontal, Vertical and Orders Grid Boards, in the map in the Vertical grid with Map and in the Map Board.

1) Click on the Lasso tool in the upper right corner of the map.

The order box appears in the top right of the window under the lasso tool:

2) The pins on the map will show in gray when they are not already dispatched to a driver and show in the driver color when they are dispatched:

Hover over a delivery pin to its pickup and vice-versa.

3) There are two ways to select orders directly from the map:

• Drag and drop
  Click and drag a pickup or delivery pin into the selection box to add it
• Lasso Selection
  Click the lasso tool ( )to enable it, it will turn green ()
  Draw a circle around the desired pins on the map:
  
  Release the mouse to complete the selection - the corresponding orders will appear in the selection box.
  
• If you have added an incorrect order, you can click on the x to remove it or click on the Clear All to remove all
  

4) Once the orders are selected, click on the dispatch icon then follow the steps in the Dispatching Process above.

Dispatching from the ... Menu 

You can dispatch individual orders in the Grid, the Map boards, the Order sliding panel, the Order card, the pin card on the map.

Grid Board

1) In the Grid board order list, in the order cell, click on the ... menu and select Dispatch. 

Follow the steps in the Dispatching Process.

Map Board

1) In the Map board order list, in the order cell, click on the ... menu and select Dispatch.

Follow the steps in the Dispatching Process.

Order Sliding Panel

1) In the Grid or Map board order list, click in the order cell (do not click on the order id) to open the order sliding panel.

Click on the ... menu in upper corner and select Dispatch. Follow the steps in the Dispatching Process.

Order Card

1) Hover over an order in the Map or Grid board order list to display the order card then click on the dispatch icon . Follow the steps in the Dispatching Process.

Pin card on Map

Open a map and click on an order pin (pickup or delivery pin) then click on the dispatch icon . Follow the steps in the Dispatch Process.

Chat with Drivers

You can communicate with drivers in two ways:

• Individual Chat: Start a one-on-one conversation with a specific driver.
• Channel Chat: Use a shared channel to send messages to multiple assigned drivers at once.
  • In public channels, drivers can respond and their responses are visible to all other drivers.
  • In private channels, a sub-channel will be open when a driver responds and only the internal users who are on the channel will be able to see the response.

This flexibility improves communication efficiency, whether you're reaching out to a single driver or coordinating with a team on the road.

The Driver Chat icon is  available in the following areas:

• Map Board in both Orders and Drivers tab
  
• Driver Card Popup on Map Board
  
• Map on Grid Board
  First open the Map from the Grid Board:
  
• Triple Panel Grid Board
  
• Driver Sliding Panel
  
• Driver Card
  

Start a Chat with a Driver

1) Click on the chat icon from a map to open the chat in a new tab.

If you already have chats, they will show on the left. 

2) Click on the new chat icon  and start typing the name of the driver or driver number or channel name then click on it

3) In the message box at the bottom of the selected driver or channel, type the message you wish to send then click on send:

4) Your message will be displayed. You can close the window.

5) Once the driver answers back, a red dot will show on the Chat icon
6) Click on the icon to reopen the Chat window and the chats that have not yet been read will show with a blue dot:

7) Click on the name fo the driver to see his response.

Auto Dispatch Suggestions

When a driver has auto-dispatch suggestions, a red dot will show on the driver:

• A red dot will appear on the Driver when suggestions are available.
  • On the Map, a checkbox will show beside Auto Dispatch Suggestions, checking the box will show the suggested Orders with the rainbow road and will show the list of suggested orders on the driver stop list
    
• In the driver sliding panel, the driver will also show with the red dot and the View Auto-Dispatch checkbox  and the Accept All button enabled. To dispatch all suggestions, click on Accept All.
  To only dispatch one or more orders, click on the ... menu beside the order and click on dispatch. The suggested driver will show first.