Dispatch Basics
Last Modified on 03/25/2026 12:46 pm PDT
Pathway: Operations > Dispatch
The Dispatch screen serves as an operational interface facilitating the communication of route information between Navusoft and the NavuNav mobile application. Some of the features of this screen include: route status monitoring and driver timeline tracking, assess route productivity and apply routing changes.
Permissions
The following permission is required to view and use the Dispatch screen:
| Permission ID |
Permission Name |
| 88 |
Dispatch |
Field Descriptions
The Dispatch screen is comprised of two sections: the header section and the grid view section. Header fields are common across all grid views and are defined here. Grid view fields can change based on the Grid View selected.
| Field |
Description |
| Filters |
From/To
|
A date range to filter routes by the scheduled day of work. By default it is loaded with today's date.
|
| Division | The location or region routes are assigned. Select one or more to filter the route list.
The division(s) assigned to a user in their user account will determine which divisions they can access in this filter.
|
Route Primary Line of Business
|
The Primary Line of Business assigned to a route. Select one or more to filter the route list. |
| Dispatch Screen Filter [icon] | Allows user to customize what is displayed on the dispatch screen when they log in. |
| Options |
| Grid View Selection |
Select which columns and data is to be displayed in the Grid View.
|
| Select Route Sheet |
If utilizing the Print option, select which format to use for the route sheet.
See Print Route Sheets for more information. |
| Grid View Fields |
Detailed descriptions for each specific grid view can be found in the Dispatch Views article. |
Grid Views
Grid Views are the different ways to view data. By default, the Dispatch screen displays in Standard view. Using the Grid View drop down, choose a different grid view depending on the task and data needed.
For a full breakdown of field descriptions and grid views, see the Dispatch Views article.
Route Operations
There are several tools provided within the Dispatch screen to help dispatchers manage routes and drivers to help with day-to-day operations. This interface is designed for high-speed interaction, allowing dispatchers to pivot from high-level monitoring to a granular detail with a single click.
Manage routes more effectively using the built-in dashboard tools and visual indicators.:
At-a-Glance Route Monitoring
At-a-glance route monitoring ensures that dispatchers can diagnose the health of routes at a single glance, rather than digging through complex data tables.
Color Coding
Color coding each row provides dispatchers a quick assessment of a route’s current status.
- Green = Completed
- Yellow = In-Progress, driver has logged in their tablet, with route started
- White = Scheduled, driver has not started their route or possibly the tablet is not working
Route Timeline
Clicking on the Route Timeline clock icon provides a deep dive into the route’s progression and serves as the primary hub for check-in and completion actions.
Health Status Indicator
The Health Status indicator is a color-coded "traffic light" system (Green, Orange, Red) which provides an immediate visual diagnostic of a route's performance. Health Status monitoring needs to be enabled in Setup > Operations > Route and further defined in Setup > Services > Line of Business > Optimization [tab] > Health Score Weights.
Quick Actions - Dispatch
There are several tools provided within the Dispatch screen to help dispatchers manage a single route or multiple routes quickly from the main screen.
Quick actions for dispatch are provided in the header via quick buttons.
- Map Selected Routes = Display on Map
- Print Route (using the selected route sheet in the dropdown) - create route sheets in pdf format.
To learn more, see Print Route Sheets. - Optimized Selected Routes = Optimize Routes
- Email Notification = Send Route Notification
Quick actions for dispatch are also provided at the row level by right clicking on a row. If multiple rows are selected, then these actions are performed for each route.
Display on Map
Right-click any row and select Display on Map to visualize the route.
|
The Map Selected Routes icon can be selected to open the Route Dispatch Map for one or more selected routes. |
Send Route Notification
Use this option to mass send email and text notifications (such as route changes or delays) to all locations on a route.
- Notifications are sent based on the contact’s Service Notification Method preference.
- Notification Templates are used to pre-fill content and speed up the sending process.
For more details, see Route and Service Notifications
|
The Email Notifications icon can be selected to open the Route Notification tool for one or more routes. |
Change Status
Right click on a row and select an option from the Change Status menu to manually override the selected route’s current status.
Optimize Routes
Right-click on a row and select Optimize Routes to balance and reorganize stops among routes to enhance operational efficiency.For details about this process, see Route Optimization.
|
The Optimize Selected Routes icon can be selected to open the Start Route Optimization tool for one or more routes. |
Services List
The Services List offers a detailed view of the assigned stops for a route, organized according to the Work Status of each service record. Access the Services List by navigating through the Scheduled, Serviced, Pending, Do Not Service, and Exceptions columns. Clicking on a value will open the Services List and display only stops with a matching work status.
- Scheduled: Displays all stops scheduled for a route regardless of work status.
- Serviced: Displays only the stops that the driver has marked complete on a route.
- Pending: Displays only the stops that have yet to be serviced on the route.
- Do Not Service: Displays only the stops where the Work Status is 'Do Not Service' and includes a 'Do Not Service Reason.'
- Exceptions: Displays only the stops where the driver has selected the Exception icon in NavuNav and provided an Exception Reason.
Quick Actions - Services
There are several tools provided within Services List to help dispatchers manage specific services for a given route quickly from the main screen.
Quick actions for the Services List are provided at the row level by right clicking on a row (work-order). If multiple rows are selected, then these actions are performed for each work order.
Quick actions in the Services List are also provided in the header via a quick buttons.
- Print Selected Service Records (using the selected print format in the dropdown) - create work orders in pdf format
- Map Selected Service Records = Display on Map
- Send Notification to Selected Service Records = Send Service Notification
Display on Map
Right-click any row and select Display on Map to visualize the service as it pertains to the route(s) selected (as shown above).
|
The Map Selected Service Records icon can also be used to open the Route Dispatch Map for one or more selected routes. |
Send Service Notification
Use this option to mass send email and text notifications (such as route changes or delays) to select locations on a route. Notifications will be delivered based on the contact's 'Service Notification Method' preference. For more details, see Route and Service Notifications.
|
The Email Notifications icon in the header can also be used to open the Route Notification tool for one or more selected routes. |
Change Route
Right click any row and select the Change Route option to edit route information for the selected work order.
Change Scheduled Date
Right click on a row and select the Change Scheduled Date option to manually override the date the service is scheduled to be worked.
Change Status
Right click any row and select an option from the Change Route menu to manually override the route’s current Status.
Change Posting Status
Right click any row and select an option from the Change Route menu to manually override the route’s Posting Status.
Edit Route
Double click a row in the Dispatch screen to open the Edit Route Record for that route. This allows the Dispatch Operator to edit many fields relating to the route.
Edit Route Record Field Descriptions
| Field |
Description |
| Truck |
Displays the name of the truck assigned to the route. Select the drop down to assign a different truck.
If "Set as Default" is selected, the truck that is selected will remain as the default for the route.
|
| Driver |
Displays the name of the driver assigned to the route. Select the drop down to assign a new driver. The color of text displayed signifies whether the driver is available (black) or not available (red).
If "Set as Default" is selected, the driver that is selected will remain as the default for the route.
|
| Helper 1 and Helper 2 |
Displays the name of the helper assigned to the route. Select the drop down to assign a new helper.
If "Set as Default" is selected, the helper that is selected will remain as the default for the route.
|
| Route Description |
Option to add a description that will display in parenthesis after the Route ID.
|
| Scheduled Start Time |
Identifies the Scheduled Start Time for a route.
|
| Expected End Time |
Identifies the time the driver is expected to complete their route.
|
| Status |
The current status of the route and allows for dispatch operators to change.
|
| Default Disposal Location |
The disposal location for a route and is required for Manifest Processing.
|
| Transporter |
The transporter for a route and is required for Manifest Processing.
|
| Start Yard |
The Start Yard the truck leaves from at the start of the route.
|
| End Yard |
The End Yard the truck returns to at completion of a route.
|
Worker Calendar
The Worker Calendar displays the route assignments for a selected worker. To open the Worker Calendar, select the worker's name from the Dispatch screen - only workers assigned to a route are available for selection. Additional information about the Worker Calendar can be found here: Truck and Worker Calendars
Additional Tools and Features in Dispatch
Additional tools and features are available below the filter options in Dispatch.
- Map - Displays selected routes on an interactive map to assist in route editing.
- Route Sheet Template and Print - Option to print selected routes using one of the available templates.
- Route Optimization - Added feature in Navusoft that balances and reorganizes stops among routes to enhance operational efficiency. More information can be found here: Route Optimization
- Send Email Notification - Option to send a notification to all service locations on a route for reasons such as unexpected service delays.
Related Articles:
Dispatch Screen Views
Truck and Worker Calendars
Route Optimization
Active Dispatch
Join a Screen Share Session with a Driver - helpful for troubleshooting. Provides a system user access to the driver's screen.
