When to use: Run by the dispatcher when assigning a load to a driver, before the driver heads to the pickup.
Load is ready to assign
- Rate confirmation is signed and on the load.
- Pickup appointment is set (or a first-come window is confirmed).
- Delivery appointment is set or a request is in.
- Any special requirements (temp, hazmat, tarp, team) are noted on the load.
Driver and truck fit the load
- Driver has enough available hours to reach the pickup and make the first move legally.
- Truck and trailer type match the load.
- Driver’s current location and the deadhead to pickup are accounted for in the plan.
- Home-time or other constraints do not conflict with the delivery date.
Driver has what they need
- Pickup and delivery addresses, contacts, and hours.
- Appointment and PO numbers.
- Commodity, weight, and piece count expected.
- Blank BOL or shipper paperwork instructions.
- Who to call for a problem at pickup, at delivery, and after hours.
- How and when to send status updates and the POD.
The handoff is the point where re-entry creeps in. The details the driver gets here should be the same record billing pulls from later — not retyped.
Guides: A dispatch workflow for growing fleets, Reducing deadhead and choosing lanes
Questions: What should I look for in dispatch software?
In Trailflow: dispatch.