Visual Dispatch Guide
Visual Dispatch Guide
The Visual Dispatch board is used to dispatch orders to drivers and monitor the driver's pickup and delivery
activity. The Dispatch refresh interval setting in the Dispatch tab of Global Options.
Layouts
Visual Dispatch Board allows you to choose from several different layouts and select which container the map,
shipment, and driver data display in.
You can change the layout from the menu in the top right of each container.
Menu
You can access the menu from the icons, map bar, and/or three vertical dots icon.
Option Description
:change_layout:
Select a layout and layout options.
Change Layout
:clear_map: Clear Map Clear all the pins on the map.
:edit_layout: Edit
Edit the layout options on which container the map, shipments, and drivers are in.
Layout
:fleet_filter: Fleet Filter Select which order and/or driver fleets are visible.
Search
Use the search magnifying glass icon, in the Shipments or Drivers container, to search for shipments or drivers.
You can save often used filters by selecting the filter type and entering your criteria in the Quick Filter field
then clicking the + and entering a Name.
Map
The map can display shipment and driver information.
Shipment Pins
The shipment pins allow you to see the shipment location and the tracking ID.
Pin colors
Green - Pickup
Red - Delivery
Click on or hover over a pin to display detailed information about a shipment or a group of shipments.
Driver Pins
The driver pins allow you to see where drivers are with the driver ID and a vehicle icon. When hovering over
the driver pin, the driver ID and name will be displayed, or click the driver pin to keep the information
displayed.
Map Menu
In addition to the general menu options listed above, the Map section has a few options specific to the section.
Option Description
Full Map Click to display the Full Map Mode layout.
Horizontal Grid Mode Click to display the Horizontal Grid Mode layout.
:dark/light_mode: Toggle Dark/Light Mode Toggle between dark and light mode.
Map Bar
The map bar is located at the bottom of the map. It shows metrics for some commonly used data and pin
orders/drivers to the map.
Shipments
The Shipments section allows you to view information about shipments at a glance. You can use the search
magnifying glass to use filters to display specific shipments.
Quick Tip: You can select up to 5 columns to sort by from the Show/Hide Columns menu option.
Shipments Menu
In addition to the general menu options listed above, the Shipments section has a few options specific to the
section.
Option Description
Selected option on which shipment location pin(s) to display.
Both
Assigned Destination
Orders Origin
When selected, orders with matching values, based on the 5 sorted columns, will be grouped
Merged Group together.
Filter Orders
You can quickly filter orders based on the following:
Current/Future - Select to display “Current” or “Future” orders. Future orders are configured to display
based on the Dispatch show time on the order type of the order.
Assignment - Select to display “Assigned”, “Unassigned”, or “Both” assigned and unassigned orders.
View Tracking
Status
Re-send Resends shipment information to delivery personnel via Q Codes. Feature only available for
Message orders already sent via Q Codes.
Send Cancel Send a cancel message to the driver that displays in their app notifications or Q Codes, but
Message does not actually cancel the shipment.
Remove the driver from the shipment. You will have the option to send the driver a
Remove Driver
notification that the shipment has been canceled.
Add to or create a new group of orders on the dispatch board.
If the order is already associated with a batch this will override the original Batch ID.
Add to Batch
Example:
You can batch together orders to "hold" them for a driver until he/she logs in.
Run Custom Allows access to specific custom programs that may be available. This will be grayed out if
Procedures you do not have any custom procedures.
Update one of the following statuses with a timestamp
Confirmed
Update Status
Picked Up
Delivered
Pin Selected Display map pins of shipments that have been selected with a checked checkbox.
Drivers
The Drivers section allows you to view information about drivers at a glance. See Visual Dispatch Driver Field
Descriptions for more information on the field descriptions.
Filter Drivers
You can quickly filter drivers based on the following:
Status - Select to display drivers that are “Active”, “Inactive”, or “Both” active and inactive.
Active Work
Active Work displays all shipments currently assigned to the driver. It is broken into the following sections:
To view Active Work, right-click on a driver in the Drivers section of Visual Dispatch BETA.
Map
The map can display shipment and driver information.
Shipment Pins
The shipment pins allow you to see the shipment location and the tracking ID.
Pin colors
Green - Pickup
Red - Delivery
Driver Pins
The driver pins allow you to see where drivers are with the driver ID and a vehicle icon. When hovering over
the driver pin, the driver ID and name will be displayed, or click the driver pin to keep the information
displayed.
Shipments
The Shipments section allows you to view information about the driver’s shipments at a glance
Action Description
Display the Order Sequence form that allows you to arrange the sequence of the pickup
and delivery of the driver’s orders..
Sequence
Right-Click Menu
To view the shipment menu, right-click on the shipment.
Menu
Description
Option
The Order Status displays the status information of a shipment which includes information
such as timestamps for specific tasks, POD, signature, invoice numbers.
Order Status
Assign to
Assign an order to a driver.
Driver
Get
Get directions from the Origin Address to the Destination Address on the order from Google.
Directions
Highlight Where the highlight should be immediately after dispatch.
After Top Unassigned Job
Dispatch Last Unassigned Job
Field Descriptions
The following field descriptions are for the Drivers section of the Visual Dispatch BETA.
Field Name Description
Driver ID Driver ID.
Vehicle Class Displays an icon according to the class of the vehicle that is set in the driver record.
Direction Displays the direction of travel if GPS is enabled on the driver's mobile device.
The direction or course of motion determined by the GPS chip of the mobile device.
Bearing
Similar to "Direction" but the bearing is represented numerically from 0-360
This reports the speed of the driver through GPS report data collected from the mobile
Speed
device.
Nickname from the "Nickname" field in the "General" tab of the driver's human resource
Nickname
record..
Vehicle Vehicle description from the vehicle record associated with the driver's record.
Count Number of active, uncompleted on demand orders assigned to the driver.
Displays a number from 0 to 3000. This number is assigned when using the auto
Score
ranking feature.
Total Pieces Total number of pieces to be picked up and delivered by the driver.
Total Weight Total weight of parcels to be picked up and delivered by the driver.
Total Dim Total dimensional weight assigned to the driver.
Weight Red - Indicates that the weight has exceeded the vehicle's max dim weight.
Max Dim Weight Maximum amount of dimensional weight that can be assigned to the vehicle (driver).
Vehicle ID Vehicle ID from the vehicle record associated with the driver's record.
Min Weight See Vehicles.
Max Weight See Vehicles.
Capacity See Vehicles.
Parking See Vehicles.
Rel Speed See Vehicles.
Hazmat Classes Visible field, available for use through custom work only.
Human resource ID of the driver. This can be found in the driver record under "Human
Worker ID
Resource".
Performance Performance score from the "Performance" field in the driver's record. .
Home Zip Zip code for the driver's starting location set in the driver's record.
Fleet ID Fleet ID for the fleet associated with the driver.
Fleet Name Fleet name for the fleet associated with the driver under "Fleet" in the driver's record.
Last Report Lat Latitude coordinate of the last time the mobile device GPS communicated with the server.
Longitude coordinate of the last time the mobile device GPS communicated with the
Last Report Lon
server.
GPS Lat GPS latitude point from the last GPS update reported from a driver.
GPS Lon GPS longitude point from the last GPS update reported from a driver.
Timestamp for when Operations App last synced with the mobile device to get GPS
GPS Report
details.
GPS Post Displays a 1 if there was a GPS update from the driver.
Lattitude from the last action taken on any of the driver’s assigned orders/route stops. If the
action is coming from the driver, the driver’s lattitude at the time of the action will be
displayed. If the action is coming from an Operations user from inside of the application,
Current Lat
the order or route stop location’s lattitude that is associated with the action will be
displayed. For example, if the last action for any of the driver’s assignments came from a
dispatcher marking an order as ‘Picked Up’, the pickup location’s lattitude would display.
Longitude from the last action taken on any of the driver’s assigned orders/route stops. If
the action is coming from the driver, the driver’s longitude at the time of the action will be
displayed. If the action is coming from an Operations user from inside of the application,
Current Lon
the order or route stop location’s longitude that is associated with the action will be
displayed. For example, if the last action for any of the driver’s assignments came from a
dispatcher marking an order as ‘Picked Up’, the pickup location’s longitude would display.
Zip code from the last action taken on any of the driver’s assigned orders/route stops. If the
action is coming from the driver, the driver’s zip code at the time of the action will be
displayed. If the action is coming from an Operations user from inside of the application,
Current Zip
the order or route stop location’s zip code that is associated with the action will be
displayed. For example, if the last action for any of the driver’s assignments came from a
dispatcher marking an order as ‘Picked Up’, the pickup location’s zip code would display.
Zone from the last action taken on any of the driver’s assigned orders/route stops. If the
action is coming from the driver, the driver’s zone at the time of the action will be
displayed. If the action is coming from an Operations user from inside of the application,
Current Zone
the order or route stop location’s zone that is associated with the action will be displayed.
For example, if the last action for any of the driver’s assignments came from a dispatcher
marking an order as ‘Picked Up’, the pickup location’s zone would display.
Time and date from the last action taken on any of the driver’s assigned orders/route stops.
Current Report
This can come from either a driver or Operations App user such as a dispatcher.
Next Lat Latitude for driver's next stop. A 0 will be displayed if no "next stop" is selected.
Next Lon Longitude for driver's next stop. A 0 will be displayed if no "next stop" is selected.
Next Zip Zip code for driver's next stop. A 0 will be displayed if no "next stop" is selected.
Next Zone Zone for the driver's next pickup/delivery set on an on demand order.
Timestamp for when Operations App last synced with the mobile device to get next stop
Next Report
details.
Furthest pickup/delivery location latitude for linking on demand orders from the current
Furthest Lat GPS location. Only updates if there has also been a GPS update within the last 3 minutes
of updating an order.
Furthest pickup/delivery location longitude for linking on demand orders from the current
Furthest Lon GPS location. Only updates if there has also been a GPS update within the last 3 minutes
of updating an order.
Furthest pickup/delivery location zip for linking on demand orders from the current GPS
Furthest Zip location. Only updates if there has also been a GPS update within the last 3 minutes of
updating an order.
Furthest pickup/delivery location zone for linking on demand orders from the current GPS
Furthest Zone location. Only updates if there has also been a GPS update within the last 3 minutes of
updating an order.
Timestamp for when Operations App last synced with the mobile device to get furthest
Furthest Report
details.
Status of orders assigned to the driver.
On Time - All orders assigned to driver are beyond the orders pickup/delivery
warning settings on the corresponding order type
Status
Almost Late - An order assigned to the driver is between the required
pickup/delivery time and its corresponding warning time, but not late
Late - An order assigned to the driver is late for pickup/delivery
Email Driver's email from the "Primary Email" field on the driver's record.
Name Name from "First Name" and "Last Name" fields on the driver's human resource record.
This information is filled in automatically from "Default Comments" on the driver record
Comments
This can be used to communicate to dispatchers any special situations regarding a driver.
Date the driver's human resource insurance expires. From the driver's human resource
HR Ins Expires
record "Expires" field of the "Insurance" section in the "Advanced" tab.
Date the driver's license human resource expires. From the driver's human resource record
HR Lic Expires
"Expires" field of the "Drivers License" section in the "Advanced" tab.
Date the driver's vehicle insurance expires. From the driver's vehicle record "Expires" field
Veh Ins Expires
of the "Insurance" section.
Veh Registration Date the driver's vehicle license expires. From the driver's vehicle record "Expires" field of
Expires the "License" section.
Mobile phone number from the "Mobile" field in the "General" tab of the driver's human
Mobile Phone
resource record.
Preferred End
"Preferred End Time" from the "General" tab of the driver record.
Time
Time and date of the last time the mobile device communicated to the server, regardless of
Last Mobile
if GPS was collected. For example, this updates even if the GPS chip was broken on a
Report
mobile device.
Time Idle Minutes between no and the last update to an order status value.
Mobile Version The Driver App version of the driver's device.
GPS Report
Localized Timestamp of the last GPS update from a driver.
(Local)
Localized time and date from the last action taken on any of the driver’s assigned
Current Report
orders/route stops. This can come from either a driver or Operations App user such as a
(Local)
dispatcher.
Next Report Localized Timestamp for when Operations App last synced with the mobile device to get
(Local) next stop details.
Furthest
Localized Timestamp of furthest GPS report, reported by a driver.
Report (Local)
Last Mobile Localized Timestamp of the last time the mobile device communicated to the server,
Report (Local) regardless of if GPS was collected.
GPS Location
Location error.
Error
RO Status of last route optimization.
Field Descriptions
The following field descriptions are for the Shipments section of the Visual Dispatch BETA.
A red flag icon will appear to the left of the order ID if "Set Dispatch Flag" is set on the
comment field in the order form.
Order ID
The order ID will be highlighted magenta if it is a return or continuation order. Return and
continuation orders are designated by a number with a decimal extension. For example, if a
3 part delivery's first order ID is "3456" then the two additional ID's for that are are
"3456.01" and "3456.02".
Customer ID for the customer associated with the order.
Cust The customer ID is colored based on the Dispatch Priority setting on the Orders tab of the
customer record.
The username of the user that entered the order or method of how the order was placed.
CSR
Priority Dispatch Priority setting on the Orders tab of the customer record.
Pu In Status
Time in minutes between the Pickup To time (pickup deadline) on the order and the current
time. An "F" after the time displays for future orders.
Colors
Icons
Pickup In
Yellow warning icon (Unconfirmed Order) - Displays if the driver has not confirmed
the order after 5 minutes of being dispatched.
Blue alert icon (Rejected Order) - Displays when the driver rejects the dispatched
order.
Del In Status
Time in hours and minutes between the Delivery To time (delivery deadline) on the order
and the current time. An "F" after the time displays for future orders.
Delivery In
Colors
Origin Address
Origin Address 2 on the order.
2
Origin City Origin Address city.
Origin State Origin Address state.
Origin Zip Origin Address zip or postal code.
Origin Plus 4 The additional four numbers of the Origin Address zip or postal code.
Origin
Origin Remarks for the order.
Comments
Whether or not the Origin Address has been validated.
Origin
0 - If the Origin Address has not been validated.
Validated
9 - If the Origin Address has been validated.
false - Order has no return or continuation orders associated with it or is not a parent
order.
true - Order has return or continuation orders associated with it and is the parent
Is Parent order.
Example
The first order in a 2 part delivery order, order ID 3456, is the parent and will have the value
of "true" and the additional order, order ID 3456.01, will have the value of "false".
Caller The Contact on the order.
Origin Dispatch
Zone associated with the Origin Address.
Zone
Dest Dispatch
Zone associated with the Destination Address.
Zone
AI Dispatch A value of “true” indicates the order has been sent to the dispatch board.
Pickup Warning Pickup warning time set on order type for the order.
Delivery
Delivery warning time set on order type for the order.
Warning
Fleet Id Fleet ID assigned to the order.
Fleet Name Description of the fleet.
Email Email on the order.
If the stop is marked as the next stop for the associated driver.
Next Stop PICKUP - The Origin Address of the order is marked as the next stop.
DELIVERY - The Destination Address of the order is marked as the next stop.
The percentage value is used to calculate how much the driver will be paid. The Percent
Driver Percent
amount in the driver tab of the order form.
Name of the customer associated with the order.
Local Name The Local Name is colored based on the Dispatch Priority setting on the Orders tab of the
customer record
Keyboard shortcuts, or hotkeys, are quick ways to navigate and perform actions using one or multiple key
combos that provide an alternative way to do something that you would typically do with a mouse.
Quick Tip: The section will be highlighted to indicate that section is the active one you are in.
Shipments Shortcuts
The following keyboard shortcuts can be used when in the Shipments section.
Drivers
The following keyboard shortcuts can be used when in the Drivers section.
Order Sequence
The Order Sequence form allows you to arrange the sequence of the pickup and delivery of the orders that are
assigned to a driver.
To view the form, from the Visual Dispatch Board BETA, right-click on a driver and select Driver Order
Sequence.
The driver order sequence will only display in the Driver App when the driver's sort order is set to "Itinerary".
Sequence Field Descriptions
Type Pickup
Delivery
You can automatically sequence stops based on date and time by clicking the Auto Sequence button and then
click Save.
To manually sequence stops, select the stop by clicking on the row and drag and drop to the desired position.
Click the Save button to save changes when done.
The driver's itinerary view in the Driver App is updated when the Order Sequence form is saved.