Dispatch Job

Dispatch Jobs allow you to schedule and/or record freight movements against a specific counterparty, which can then be assigned to one of your drivers to fulfill (if applicable). Commonly deployed by waste brokers, they can also be used with Receiving Tickets and Brokerage Worksheets in the case you are either providing the freight, or need a record of it.

Click here to see how to enable the dispatch module. 

How to Create a New Dispatch Ticket

Dispatch jobs are easy to make. To do so:

1. Navigate to Dispatch.
2. Click the + New Dispatch button.
3. Enter the Account and Location.
4. Select the Equipment that's being serviced (if applicable). If you're using the Equipment Tracking Module, you can enter a #Return or #Out number for the equipment.
5. Enter a Schedule Date and Time.
6. Enter the Service Provider or Hauler. If your own drivers are supplying the freight, then you can select (INTERNAL COSTS).
7. The Receiver/Location represents where the material is going once it's been picked up. You have the option of selecting either a counterparty, or a specific warehouse of yours.
8. Additional information can be captured within the remaining fields as needed.
9. Once you're finished, save the dispatch job.

Understanding the Different Statuses

There are six  Statuses:

A Dispatch Job represents a freight movement. Commonly used by waste brokerage companies, a dispatch job allows you to capture information in regards to the movement of freight, with the possibility of assigning it to one of your drivers to fulfill (if applicable). Although they are commonly employed by waste brokers, they can also be used with Receiving Tickets or Brokerage Worksheets in the case you are providing the freight, and need to have a record of it.

To create a new Dispatch job, you can either click the + icon next to Dispatch, or click into the Dispatch board and click + New Dispatch.

On the Dispatch form, select the Account & Location:

Once the account is selected, only the equipment with an active Service Record assigned to that Location will populate in the Equipment drop down. 

Once you select the Equipment, any dispatch notes like Requested By & Material that were staged on the Service Record will pull onto the dispatch ticket automatically. 

If you need to issue a Service Request Email, you can save this dispatch in "Dispatched" Status:

Go to More Actions>Service Request Email:

Once you receive confirmation that the job is completed or receive the final weights, you can come back into this ticket, add this information, and save this dispatch ticket in Completed status. Completed status is what alerts cieTrade that this dispatch is ready to be tied together with a Service Record on the Billing Sheet:

If you would like to copy the information from an existing dispatch job to a brand new one, you can use the  More Actions>Copy function.

Note: Only charges that are in On Call status on the Service Record will be tied to thee Dispatch Ticket on the Billing Sheet. 

Additional Information

How to Manually Add the Address

In the case you have 1-off locations, or the address isn't correctly captured, you can elect to define the address on the spot. This can be achieved by checking the "Manual Address" box, and using the text box to record the address.

If you have additional questions, please contact the Support Team via email to  support@cietrade.net.