Use casesDelivery dispatch app

Build your delivery dispatch app.

Coordinate delivery requests, driver assignments and changes to the planned window.

How to build your delivery dispatch app

  1. Describe the job

    Coordinate delivery requests, driver assignments and changes to the planned window.

  2. Review the first version

    Choose how the dispatch coordinator records the delivery request and how the delivery operations lead reviews the next step.

  3. Refine the views

    Ask First to adjust the fields and views for the people who will use the app.

  4. Test before sharing

    Walk through the process with a sample record and check who owns the next action.

A delivery dispatch app example

A driver is proposed for two overlapping deliveries.

Illustrative workflowDelivery dispatch app

Delivery dispatch app example

Record
Delivery dispatch app · 01
Owner
Dispatch coordinator

Current stage · Dispatch coordinator

Open the delivery record

A driver is proposed for two overlapping deliveries.

Read the full walkthrough
  1. Open the delivery record

    A driver is proposed for two overlapping deliveries.

    Record:
    Delivery dispatch app · 01
    Owner:
    Dispatch coordinator
  2. Review the reported exception

    Keep both assignments tentative until a dispatcher records a workable allocation.

    Stage:
    Awaiting delivery operations lead review
    Owner:
    Delivery operations lead
  3. Record the next delivery action

    Record the reported delivery outcome and assign any unresolved exception.

    Next action:
    Record the reported delivery outcome and assign any unresolved exception.
    Owner:
    Customer service agent

What to include in your delivery dispatch app

  • Keep the delivery request in context

    Keep delivery request, load, driver assignment, planned window, delivery report and exception together so the next person can understand the request or record.

  • When the next step needs a decision

    A driver is proposed for two overlapping deliveries. Keep both assignments tentative until a dispatcher records a workable allocation.

  • Keep exception visible

    Record the reported delivery outcome and assign any unresolved exception.

  • Choose what each person needs

    Give the dispatch coordinator a working view and the delivery operations lead a review view. Keep delivery request and load attached to the decision as the work moves between them.

Questions about delivery dispatch app

Start with delivery request, load, driver assignment, planned window, delivery report and exception. Describe who enters the information and who reviews the next step.

Build your delivery dispatch app.

Start with your workflow and make it yours.

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