Run the daily dispatch

This is the back-office playbook for getting a day's work planned and into your team's hands: open the board, schedule the work, fill the crew slots, then print or publish the day. It's written for dispatchers and operations coordinators working on a computer.

New to the board? See Digital Dispatch for the overview and The board for the layout.

Open the board

1. 1

   Go to Dispatch

   Click Dispatch in the left navigation.
2. 2

   Set the date range

   Use the Date Range control in the toolbar (presets like Today and This week, arrows to shift the range).
3. 3

   Filter by branch

   Open Filters and pick the branch chips you work, so the board only shows your locations.

Schedule the work

1. 1

   Find the job

   Open the Job Details panel on the right and search for the job. It opens with Site work and Loads tabs.
2. 2

   Drag work onto dates

   Drag phases and loads onto date rows. A scheduled phase arrives with its crew slots pre-created from its requirements.
3. 3

   Copy repeated days

   For a phase that runs the same setup day after day, set up one date and use "Copy Project Card" to copy it across the range.
4. 4

   Set the order

   Drag cards up or down to set the sequence. This is the order sheets print in.

Fill the crew slots

1. 1

   Open the Resources rail

   Toggle it with the Resources button. Filter to People, Trucks, Trailers, or Equipment.
2. 2

   Match people to slots

   Each slot's badge shows the required type. Drag the right person on; their default truck comes along if the slot has no truck yet.
3. 3

   Check coverage

   Phase cards show fulfillment (2/3 crew). Open the phase's schedule grid for the day-by-day picture, and the Availability grid to see who is free.

Get it to the field

1. 1

   Give it a final read

   Walk the date row top to bottom: every crew staffed, every load covered.
2. 2

   Print the sheet

   Open the date row menu and choose "Print / Export to PDF" for a crew-organized sheet. See Printing & exporting.
3. 3

   Or publish the day

   If your organization has Publish Dispatch (beta), click the date's publish chip: review the audience, add a day note per branch, and publish. Drivers and project managers are notified directly.