Dispatching Assets to Projects

Dispatch
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Dispatch board

Use the Dispatch module to move equipment between job sites and track where your fleet is assigned.

Accessing Dispatch

  1. Navigate to Dispatch in Resource Planner
  2. Click the Assets tab

Asset Dispatch View

See all equipment and current assignments:

  • Asset Name - Equipment identifier
  • Current Location - Where it is now
  • Assigned Project - Current job site
  • Status - Available, Dispatched, In Transit

Creating a Dispatch

  1. Select the asset(s) to dispatch
  2. Click New Dispatch
  3. Fill in details:
    • Move From - Current location
    • Move To - Destination project
    • Start Date/Time - When to move
    • Transport By - How it will be moved
  4. Save the dispatch

Transport Options

  • Self-Transport - Equipment drives itself
  • Trailer/Lowboy - Hauled by truck
  • Third-Party - External transport company

Tracking Dispatches

Monitor dispatch status:

  • Pending - Scheduled but not started
  • In Transit - Currently being moved
  • Completed - Arrived at destination

Tips

  • Plan dispatches ahead to coordinate transport
  • Include pickup/dropoff contacts
  • Note any special transport requirements