Logistics Overview
The Logistics module is your dispatch command center — managing deliveries, pickups, and service jobs from assignment through completion. It gives managers visibility into all field operations and tools to optimize scheduling.
What Logistics Manages
Job Type |
Description |
|---|---|
Deliveries |
Getting equipment to customer sites |
Pickups |
Collecting equipment when rentals end |
Service Jobs |
Maintenance and repairs at customer sites |
Transfers |
Moving equipment between locations |
The Dispatch Board
The dispatch board shows all jobs in a visual, drag-and-drop interface:
Job Queue — Unassigned jobs waiting for dispatch
Staff Columns — Each driver/technician's assigned work
Timeline View — Jobs plotted on a daily/weekly schedule
Map View — Geographic view of job locations
Accessing Logistics
Click "Logistics" in the sidebar
Select your view: Board, Timeline, or Map
Filter by date — Today, tomorrow, or date range
💡
Tip: Use keyboard shortcut Cmd/Ctrl + L to jump to Logistics from anywhere.
Job Workflow
Every job moves through these stages:
Created — Job generated from rental or manually created
Assigned — Staff member allocated to the job
In Progress — Staff has started the job
Completed — Job finished, equipment delivered/collected
Key Features
Drag-and-Drop Assignment
Assign jobs by dragging from the queue onto a staff member's column. The system automatically checks availability and warns of conflicts.
Priority Management
Flag urgent jobs with priority levels. High-priority jobs appear at the top with visual indicators.
Route Optimization
Group nearby jobs for the same driver. The map view shows job locations so you can plan efficient routes.
Real-Time Updates
Job statuses update in real-time as staff mark progress. See who's on their way, who's arrived, and who's finished.
Integration with Rentals
Jobs are automatically created from rentals:
Delivery jobs — Created when rental includes delivery
Pickup jobs — Created when return date approaches
Service jobs — Created from service requests
Changes to rentals automatically update associated jobs.
Staff Views
Staff see their assigned jobs in the mobile app:
Today's jobs with times and addresses
Navigation to each site
Customer contact information
Equipment lists and special instructions
Tips for Logistics
📝 Plan Ahead
Review tomorrow's jobs at end of day. Catch issues before they become problems.
💰 Consider Geography
Group jobs in the same area. Fuel costs and time add up with inefficient routing.
📂 Communicate Changes
When schedules shift, update jobs immediately so staff aren't surprised.
🎯 Track Performance
Monitor on-time completion rates. Identify patterns and bottlenecks.