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Dispatch: Board

The Dispatch Board view is the best way to your trips, assignments, and availability in a single place. It's designed to help dispatchers quickly review and assign trips

Board (Dispatch View)

Watch the video below to learn how to use the Dispatch Board feature:

Overview

The Board shows your reservations in a table with each line representing a vehicle per reservation, and includes an optional Grid view for drag and drop scheduling of vehicles and drivers.

Date & Navigation

  • Date (top left): Shows the current date range displayed
  • Arrows (← →): Move forward or backward in time
  • Date Selector: Choose a specific date or date range
  • Scale to display a set of days in the selected date range:
    • 1 Day
    • 3 Days
    • 7 Days

Search & Filters

Use the search and filter to quickly find reservations

Search Bar

  • Search reservations, contacts, or details

Filters

Reservation Status

  • All
  • New
  • Confirmed
  • Printed
  • In Progress
  • Completed

Assignments

  • All
  • Needs Assignment
  • Fully Assigned

Garage

  • All or select one or more specific garages

Vehicle Type

  • All or select specific vehicle types

Settings (Gear Icon)

  • Apply Automatic Filters
    • Automatically filter the Board view based on preset rules
  • Apply Assignments as Draft
    • ON → Assignments are saved as drafts (not final)
    • OFF → Assignments are confirmed immediately
      • If you turn the above off, the two options below will be enabled:
        • Notify driver via email
        • Notify driver via mobile app

 

Grid View

Turn on the Grid switch to open the grid view on the right and get a quick snapshot of Vehicle and Driver availability.

What you’ll see:

  • Vehicles and drivers listed on the left
  • Assigned trips shown across the selected time range
    • Green = Full assigned
    • Gray = Assigned as a draft

What you can do:

  • Drag and drop Driver and Vehicles from the Grid view to the table view on the left to assign them to a specific trip
  • Click a trip → open assignment panel → reassign the drivers and buses for this trip or confirm drafts
  • Drag and drop trips to change assignments

Columns & Table View

Customize Columns

  • Click the 3 dots (top right) → Edit Columns
  • Show/hide columns using the checkboxes
  • Drag through the 6 dots to reorder

Resize Columns

  • Drag the grey lines between columns

Download Data

  • Export your current view to Excel

Filter Columns

  • Click any column header to filter results

Reservation Actions

Hover over a reservation ID to access quick actions:

  • Click Reservation ID → Open side panel:
    • Download/send driver trip sheet
    • Edit notes (trip, internal, driver)
    • View trip details
    • Click Pencil → Assign driver/vehicle
    • View tracking

    Bulk Actions

    Select one or more reservations using the checkbox on the left:

    • Confirm Drafts → Finalize assignments
    • Clear Assignments → Remove drivers/vehicles
    • Set Status → Update reservation status
    • Download Trip Sheet → Open PDF

    Tips

    • Use Filters + Grid view together for fastest dispatching
    • Keep Assignments as Draft ON if you want to review before notifying drivers
    • Use 7-day scale for planning ahead, and 1-day scale for detailed dispatching