Templates & Copying

When a project runs the same crew setup day after day, you don’t want to rebuild assignments from scratch each time. Dispatch templates and the copy workflow let you save a pattern once and apply it to new dates in seconds.

Dispatch templates

A dispatch template captures a project’s crew assignments and equipment requirements as a reusable pattern. When you add that project to a new date, Offload can apply the template automatically.

Saving a template

1. Set up a project on a date with the crew assignments and equipment requirements you want to reuse
2. Open the project action menu
3. Select Save Dispatch Template
4. The current assignments are saved as the template for that project

The template stores:

• Crew assignments (drivers and trucks)
• Equipment requirements (resource types and quantities)
• Dispatch notes

Applying a template

When you add a project to a new date (by dragging it from the Projects panel), Offload checks if a template exists. If it does, you’ll be asked whether to apply it.

• Apply template — The new date is pre-filled with the saved crew assignments and equipment requirements
• Skip template — The project is added to the date with no assignments

You can also apply a template manually:

1. Open the project action menu on a date
2. Select Apply Dispatch Template
3. The template’s assignments are applied to that date

Updating a template

Templates are overwritten when you save a new one. To update a template:

1. Adjust the crew assignments and equipment on any date
2. Save the template again from the project action menu
3. The new configuration replaces the previous template

Future dates won’t change automatically — the updated template only applies the next time you use it.

Copying dispatch details

Sometimes you need to duplicate a specific day’s setup rather than use a generic template. The copy workflow lets you copy dispatch notes and requirements from one date to other dates.

How to copy

1. Open the project action menu on the source date
2. Select Copy Dispatch Details
3. Choose the target dates you want to copy to
4. Confirm the copy

This copies:

• Dispatch notes
• Crew requirements
• Equipment requirements

Existing assignments on the target dates are not overwritten — the copy adds to what’s already there.

When to use templates vs. copying