Run the dispatch desk
Build a workable load, choose a carrier and follow the movement through delivery.
Start with the exception queue
- Review pickups due today, unassigned work and slipped milestones.
- Open the order before acting: verify dates, operability, access notes and the most recent carrier update.
- Assign one owner and one next action to each exception. Record the next check-in time.
Cover the load
- 1Review known carriers with relevant lane history and suitable equipment.
- 2Compare the shortlist against documents, availability and agreed payment terms.
- 3Confirm carrier pay and the resulting margin before committing.
- 4Record the assignment and give the carrier complete pickup and delivery instructions.
Follow pickup through delivery
- 1Check the next milestone and receiving window on the order.
- 2Record meaningful updates in the shipment conversation so another dispatcher can continue the work.
- 3When a delay occurs, capture what changed, the new plan and who was informed.
- 4Inspect pickup and delivery photos, signatures and eBOL records.
- 5Hand the order to accounting with the documents and terms needed for billing.
Troubleshooting the handoff
- Listed but not booked: inspect the fulfillment status and carrier acceptance separately.
- Delivered but documents missing: request the outstanding paperwork; the status alone is not proof that the file is complete.
- PIN-protected upload blocked: inspect the handoff state and request details before treating it as a general permissions problem.
Need help with your setup?
Contact the team →