ORDERS

Structured 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. DispatchFleet keeps this workflow connected across the platform.

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CAPABILITIES

Inside Order Management

Define customer work as structured orders before it reaches dispatch. 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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Orders list

Shows all orders in one place with high-signal fields. Supports fast filtering to find work that needs attention. Makes recurring work visible through next-run context. Keeps targets and actuals comparable for monitoring. Enables export for billing and reporting workflows.

Key Features:
  • Filter by status, customer, route
  • Target vs actual quantity visibility
  • Next run and recurrence visibility
  • Export orders list

Order creation

Captures the full definition of work before execution begins. Starts from customer selection to reduce inconsistencies. Supports draft mode for incomplete planning. Activates orders when ready to generate jobs. Keeps planning clean and consistent.

Key Features:
  • Customer-first setup flow
  • Save as Draft / Save and Activate
  • Internal notes

Route configuration

Ensures routing stays explicit and consistent. Keeps site choices aligned to governed site records. Supports time windows to reflect operating constraints. Stores geolocation inputs for distance and feasibility calculations. Reduces dispatch errors caused by ambiguous routing.

Key Features:
  • Pickup site selection
  • Drop-off site selection
  • Time windows
  • Coordinates and site details links

Quantities & units

Keeps quantities consistent from planning to reporting. Uses units aligned with the material catalog. Supports large target ranges for long-running projects. Enables accurate progress tracking against a defined target. Reduces manual conversions and ambiguity.

Key Features:
  • Target quantity definition
  • Unit selection
  • Material-aligned quantity logic

Shift preference

Aligns planned work to the intended operating period. Prevents jobs from landing in the wrong shift context. Supports flexible planning with “Any” when needed. Keeps downstream views consistent with shift rules. Reduces confusion during daily scheduling.

Key Features:
  • Day / Night / Any preference
  • Shift-aware job placement
  • Shift preference visibility on orders

Recurrence rules

Makes recurring work explicit and stable. Supports common patterns without manual re-entry. Keeps next-run visible for planning. Feeds job generation logic without guesswork. Works for high-volume daily hauling.

Key Features:
  • Daily / weekly recurrence
  • Custom cycles
  • Next run calculation

Order status lifecycle

Keeps the lifecycle of work explicit. Prevents accidental job creation from draft orders. Supports real-world changes with hold and cancel states. Preserves history through archiving instead of deletion. Makes operational status readable across planning views.

Key Features:
  • Draft vs active state
  • Hold / complete / cancel / archive actions
  • Status visibility in list
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WORKFLOW

Order Management workflow

Define customer work as structured orders before it reaches dispatch.

01

Orders list

Support Orders list with clear rules, visibility, and consistent execution.

02

Order creation

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

03

Route configuration

Support Route configuration with clear rules, visibility, and consistent execution.

04

Recurrence rules

Support Recurrence rules with clear rules, visibility, and consistent execution.

05

Order status lifecycle

Support Order status lifecycle with clear rules, visibility, and consistent execution.