ORDER & JOB PLANNING

Order & Job Planning

Orders define consistent hauling work before it reaches dispatch. Each order captures customer, material, routes, quantities, shift preference, and recurrence rules. Orders generate jobs automatically or on demand while preserving lifecycle history. Safe editing guardrails protect identity and historical consistency. This turns customer demand into predictable, shift-ready work. DispatchFleet keeps this workflow connected across the platform.

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PRODUCT AREAS

Product areas in Order & Job Planning

Explore the product areas that make up Order & Job Planning - designed to work together without duplicate data. These capabilities show how DispatchFleet supports day-to-day execution in this area. They capture the decisions dispatchers and field teams make every shift. They also define the guardrails that keep data consistent when plans change. Scan the list below to understand the major functions at a glance. Next, the Features section breaks each capability into concrete actions, screens, and reusable building blocks.

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Order Management

Define customer work as structured orders before it reaches dispatch. Capture routes, materials, quantities, timing windows, and shift preferences in one place. Support recurring and long-running work without re-entering data every day. Track order status and performance over time with clear lifecycle states. Keep planning clean and predictable before jobs are generated.

Key Capabilities:
  • Orders list
  • Order creation
  • Route configuration
  • Quantities & units
  • Shift preference

Order Workspace

Work with an order in context from setup through execution and review. See configuration, upcoming jobs, and progress without switching screens. Safely update operational parameters while protecting order identity. Review system and dispatcher activity as a chronological log. Maintain full visibility for long-running or high-volume work.

Key Capabilities:
  • Order details
  • Schedule view
  • Generated jobs
  • Activity log
  • Safe editing

Customer Management

Manage customers as the commercial backbone of operations. Store billing terms, contacts, and account status in a single profile. Connect customers to sites, materials, orders, and jobs without duplication. Track operational and delivery history alongside commercial context. Keep planning and billing aligned to the correct account.

Key Capabilities:
  • Customers list
  • Customer profiles
  • Billing terms
  • Linked sites
  • Orders

Job Generation

Convert orders into executable jobs using clear, consistent rules. Generate jobs automatically based on recurrence or manually for a selected date range. Control how far ahead jobs are created to support planning without overload. Prevent duplicate or missing jobs through validation logic. Keep job creation predictable and auditable.

Key Capabilities:
  • Automatic job creation
  • Recurrence schedules
  • Manual job generation
  • Planning horizon
  • Validation rules

Job & Dispatch Settings

Define the global rules that shape how jobs are planned and dispatched. Set default timing, shift boundaries, and service assumptions used in planning calculations. Configure alert playbooks to guide dispatcher responses to field issues. Control automation behavior for job generation and archiving. Establish clear permission boundaries for live dispatch actions.

Key Capabilities:
  • Default job rules
  • Shift hours
  • Service times
  • Alerts playbooks
  • Automation

WORKFLOW

Order & Job Planning workflow

Orders define consistent hauling work before it reaches dispatch.

01

Order Management

Support Order Management with clear rules, visibility, and consistent execution.

02

Order Workspace

Support Order Workspace with clear rules, visibility, and consistent execution.

03

Customer Management

Support Customer Management with clear rules, visibility, and consistent execution.

04

Job Generation

Support Job Generation with clear rules, visibility, and consistent execution.

05

Job & Dispatch Settings

Configure the rules and defaults that shape how work is planned and executed.