Introduction to the Dispatch Screen in Movegistics 5.0

Why This Matters to Your Business

The Dispatch screen is the heart of daily operations. It enables you to:

• Efficiently assign crews, trucks, and resources 🚛
  • Monitor job readiness in real-time ✅
• Avoid overbooking or missed jobs ❌
• Keep your crews informed via email and text 📲

Mastering this screen helps ensure smooth job execution, reduces scheduling mistakes, and improves both internal coordination and customer satisfaction.

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How to Access the Dispatch Screen

1. Click the Main Menu in the top-left.
2. Navigate to Operations.
3. Select Dispatch from the submenu (also accessible via the top tab).
   
   

You'll also see:

• Job Schedule
• Availability
• Confirmations

Each tab plays a critical role in the dispatching workflow.

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🗓 Navigating the Dispatch Calendar

• Use the Calendar Icon to jump to a specific date.
• Scroll left/right arrows to move day by day.
• Use Full Screen View to optimize visibility.
• Filter jobs by AM/PM.

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🧱 Adding & Managing Teams

Add a New Team:

1. Click "Add New Team" in the bottom-left.
2. Give it a name (e.g., "Truck #3").
3. Choose the vehicle only (workers can be assigned later).
4. Click Update.

Use Templates for Repeating Schedules:

1. Go to Templates.
2. Create new template (e.g., Friday-Sunday).
3. Assign template to future dates.

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Assigning Work Orders to Teams

1. Drag and drop a work order from the right pane to the appropriate team.
2. If crew requirements don’t match, you'll see a prompt.
3. Click on the team to add:
   • Workers (crew/contractors)
   • Trucks
   • Tools, Equipment, Packing Materials
4. Click Update once the team is complete.

Repeat as needed for all work orders.

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📤 Publishing the Schedule

Once all work orders are assigned:

1. Click the Publish button (top-right).
2. This sends email and text alerts to assigned crew members.
3. Crew members can confirm or decline jobs if that setting is enabled.

⚠️ If publishing is skipped, no assignments are saved or sent.

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✅ Confirmations and Final Steps

• Go to the Confirmations tab.
• You can confirm on behalf of customers or crews.
• Resource counts update in real-time in the Availability view.
• Customer confirmations must be updated manually or via call/email follow-up.

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🚦Color Codes and Sold Out Days

• Blue = Resources available
• Green = Fully booked
• Red = Overbooked

To mark a day as Sold Out:

1. Click the checkbox at the bottom-left.
2. A red check appears ✓
3. Prevents sales reps from booking on that day.

Use this for holidays or blackout dates like Christmas. You can also customize the Sold Out color in the calendar settings.

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Pro Tip: Dispatch TV Mode

Put a TV up in your office to display the Dispatch screen live:

• Use full-screen mode
• Hide menus and unscheduled jobs
• Add a Chrome auto-refresh extension

Great for team visibility and real-time job coordination! 🖥️

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For more help, email our team at [e-mail].