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Mobile Fleet Management for Dispatchers

How to manage your fleet as a dispatcher within the mobile app.

Updated over a year ago

Overview

With a dispatcher role, the mobile app empowers carriers with multiple drivers and tractors to manage their operations, book loads, and assign them to other drivers.

Get started

Fleet management is only available for dispatcher roles. To get started, sign in to the app on your mobile device. During the onboarding process, you will be prompted to select a role.

Chose one of the following dispatcher roles:

  • Dispatcher: If you only book loads and assign them to other users.

  • Dispatcher + Owner Operator: If you book loads for yourself and other drivers.

Note: You can also choose whether or not to share you fleet with other dispatchers in your company by checking the box.

Update role

If you have previously logged into the app with a different role, you can update your role by navigating to the 'Account' page in the main navigation and selecting 'Role' from the list. Next, you can choose one of the Dispatcher roles as outlined above and then tap 'Update role' at the bottom of the screen.


Fleet management

Once you’ve signed in with a dispatcher role, navigate to the 'Fleet' tab in the bottom navigation. From here, you can view and manage your drivers and tractors.

Add a driver

To add drivers to your account, tap the '+ Add driver' button within the 'Drivers tab'.

Enter the driver’s first name, last name, email address, and phone number.

Note: Please make sure that the email and phone number are accurate. The information you enter here will be the credentials that the driver will use to sign in to the mobile app.

You can optionally assign a tractor to this driver by tapping the 'Assign' button.

Tap the 'Save and invite driver' button at the bottom of the screen.

An invitation to the mobile app will be sent to the driver via email. Once the driver has accepted the email invite and signed in to the app, you can start booking loads and assigning them to this driver.


View driver details

Within the list of drivers, tap 'View' on a driver to navigate to the driver’s details. From here, you can view the driver’s status, contact information, and assigned tractor.

Tap the more icon button in the top right corner to view more actions. You can edit the driver’s name, delete the driver from your fleet, or resend the email invitation.

Assign a tractor to a driver by tapping the 'Assign' button and making a selection from the list of tractors. The assigned tractor will be displayed in the assets section.

To remove a tractor assignment from the driver, tap 'Remove'.

Note: The driver's status will display 'Active' once the driver has successfully logged in and a manager has approved their mobile app access. A driver with an 'Active' status and an assigned tractor can be assigned to a load.


Add a tractor

To add a tractor to your account, tap the '+ Add tractor' button under the Tractors tab and enter a tractor number.

Tap the 'Save' button at the bottom of the screen to save and add the new tractor to your fleet. You can now assign drivers to this tractor and start booking loads.

Note: Some users will have their fleet populated automatically and not be able to add a new tractor.


View tractor details

Within the list of tractors, tap 'View' on a tractor to navigate to the tractor’s details.

Tap the more icon button in the top right corner to view more actions. You can edit the tractor’s name or delete the tractor from your fleet.

You can assign a driver to a tractor by tapping the 'Assign' button and selecting from the list of drivers. The assigned driver will then be displayed in the tractor details.

To remove a driver assignment from the tractor, tap 'Remove'.


Assign a load

With a dispatcher role, you can place a bid request or book a load on behalf of another driver by assigning them to the load.

When you book a load, you’ll see all of the drivers in your account. You can assign yourself or other available drivers from your fleet to a load.

You can assign a driver to the load by selecting from the list of available drivers. Next, tap 'Assign driver' and then 'Book Load' to confirm. The driver will then be assigned to the load.

To be available for assignment, a driver must first download, install, and sign in to the mobile app using the same email address from which they received the email invite to join your fleet.

Once they have successfully signed in, a driver manager will then need to approve the driver’s access to the mobile app.

Finally, drivers will need to be paired with a tractor in order to be assigned to a load.


My loads

You can track any loads you’ve booked and their assignees on the 'My Loads' page in the main navigation.

The load details page shows which driver and tractor are assigned to a load.

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