The scheduler and the unplanned pool

Save time and anticipate the next days by using the scheduler and the unplanned pool. Know how to best set them up.

Sophie de Mercey avatar
Written by Sophie de Mercey
Updated over a week ago

Why Dashdoc scheduler will help you ?

The "scheduler" view allows you to display, filter, plan the transport orders, send them to drivers and follow their execution.

Save time ⏱️ 

Global display

One clic to send all the orders to the truckers, once the planning is booked

Collaborate 🤾‍♂️

Scheduler shared between dispatchers

Extended scheduler view between different entities

Filter by activity

Follow performance 🙌 

Unplanned pool, filtered by date to have a view on all transports to plan

Progress of the transports

Profitability


Set up your own view for the scheduler and unplanned pool

In the "Scheduler" tab, the screen is divided into two parts: the unplanned pool on the left, the planning on the right.

  • The unplanned pool lists all shipments that are neither planned nor done. It contains archived shipments, but not deleted or cancelled shipments.

  • The scheduler and the unplanned pool can be adjusted to your business and working environment

Choose the width of each side, to get an overview of your unplanned pool and your planning.

Fold the menu sidebar.

New: You can completely hide the control panel or the planning section using the chevrons at the bottom left and right of the screen.

If you have several screens, you can extend the window over several screens and adjust the width of the unplanned pool.

Customize the display of your unplanned pool :

Display important information :

  • Display the relevant information with the jog wheel on the right of the last column of your unplanned pool:

Use the filters to find the orders you want to plan:

The filters are located in the funnel, click on them and select the data you are interested in.

Order well dates, so you don't miss a single shipment

Labels to help you easily identify the transports in your perimeter.

Filters appear online in a blue badge. To delete filters, click on the cross.

Creates views of your unplanned pool for automatic retrieval:

To save time, you can save the filters you use so you don't have to re-enter them.

Make your filter

Click on the floppy disk at the end of the line

Find your views on the eye

-> You can delete the saved view by clicking on the trash can

Choose the display of the scheduler :

Display important information :

Choose the information to be displayed on the planning cards via the wheel at the top right and clicks on Cards:

Focus on labels:

The labels, which correspond to your operating criteria, enable you to filter and zoom in on a perimeter to make it easier to manage.

You can display them in your schedule and set their colors:

Creates views of your scheduler :

You need to visualize quickly what interests you on the schedule, it's possible, thanks to customized views accessible in one click.

To create views, click on the small cogwheel in the top right-hand corner, then on General.

Using filters:

  • Resources:

    These are displayed in columns in your schedule, allowing you to view by: driver, trailer, tractor and charter.

Truckers, trailer or vehicles to show only those for which you are responsible

  • Labels:

    These allow you to work on a specific segment of the activity. They help you easily identify the transport in your scope.

NB: If you use the extended view, you can select conductors from both entity A and entity B.

Save your view and find it at the top left of your schedule:

In the view section, you will find the default views:

  • Trucker

  • Vehicle

  • Trailer

  • Charter

💡 You can delete your view by clicking on its name:

You can use the order well and planning views simultaneously to :

  • Save planning time.

  • Quickly visualize only what you need.

  • Customize your data visualization.

Right-click on the schedule to :

  • Add an unavailability :

It is also possible to add an absence directly from the schedule, by right-clicking on a driver's line:

  • Create, add or delete a driver, vehicle and trailer association

Do your drivers have dedicated vehicles? Save operating time by creating associated resources. Choose a driver, his plates will automatically be put in the transport and when you drag and drop a mission on the schedule, the association will automatically be displayed in the transport.

To create your association:

Right-click on the driver concerned.

Click on "Define associated resources".

Assign the tractor and/or trailer plate and save.

The association appears in the planning column below the resource.

You can also create your own associations from my fleet, please consult the dedicated article.

Please note:

  • Associations are available for your own fleet only.

  • They will not be offered on transports with load breaks.

  • If you plan without using drag & drop and schedule a truck that is part of an association, but then change your mind and place another truck, the plates from the first association remain, and you have to change them manually.

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Use the extended scheduler view to share the scheduler with your other entities

See the dedicated article here.


Plan with the scheduler

Once you have set up your schedule and order wells, plan and send your assignments to the drivers.

Drag and drop

To assign a transport, use the drag and drop : click and hold the transport, and move it to the driver or vehicle. Complete the assignment by clicking on the transport.

You can also open the transport and assign it from "means" and then "plan or subcontract".

Set planned hours

From the creation form of a transport, or from the transport details, you can add requested times for loading and delivery. These times will automatically be taken into account as scheduled times as soon as you place your transport on the scheduler.

These times will be sent to the driver's mobile app. If you want to give a specific time to the driver, you can specify it by adding it to the planned times.

You can order as you wish, several transports on the scheduler within the same day.

The trucker will receive the transports in the same order on his app.

The hours will turn red on the scheduler if you order the transports and there is an inconsistency in the scheduler, but this will not prevent you from sending them to the trucker.

Manage breaks and multi-deliveries

  • When an order has multiple loading points or multiple delivery points, it appears as a single row in the unplanned pool. Display the "number of activities" column to easily see how many sites are served.

  • Each activity has a different symbol. For loads and deliveries, these are arrows:

  • If several truckers will be doing this mission, open the transport and create a break.

  • Missions with break appear in 2 parts:

    • Pick-up -> break

    • Resumption -> delivery

  • Display the "final destination" column to identify the segments you are planning:

  • For break, the symbol is a house:

The operation is the same from the vehicle view.


Send the orders to the truckers

A benefit of Dashdoc scheduler is that that you can choose when you want to send the orders to the truckers.

This allows you to modify your planning along the day, without the truckers receiving a notification for each change.

To do this, uncheck the "send to trucker" box when you first assign an order:

All following transports will be unchecked, even if you use "drag and drop".

Once the day is validated, click on the right of the day's date:

If the calendar is green, all the missions have been sent :


Follow transport progress

Follow the progress directly from the scheduler: you can detect alerts on late transports, not yet started ...

The colours will evolve as drivers validate the missions on the mobile application, or the charters on the application or the portal.

💡NB: Once the transports are achieved by the drivers, they are displayed on the actual days and times (days and times of the drivers' clocking).

The legend is displayed when the "i" is hovered over:


The turnover

This view allows you to see at a glance the turnover achieved by a driver over a given period.

  • The calculation of the turnover is based on the invoiced prices in each transport, whatever their status (created, in progress, ...).

  • The turnover displayed is calculated over the period displayed in the "planning period" filter.

  • To avoid cumulating the turnover of the same transport, we take the price of the transport on the day of its beginning activity.

  • The turnover is divided according to the number of activities of the transport. For example, for a transport A->B with a break and an price of 200€, the turnover for A->B will be 100€ and the turnover for A->B will be 100€.

Open the transport details

Click (single click) on a transport from the planning or the unplanned pool: the details will open in a window on the right. From this window, change the desired elements, as from the transport view.

You can change addresses, driver assignment, plates and specify a time slot (day and time) for loading and delivery...

Not yet a customer? If you would like to have access to a demo and trial of paperless transport documents with Dashdoc, please let us know here:

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