Course · 8 lessons · 48 min
Bookings and dispatch
Give every job a driver and vehicle in time, read the day from the Calendar and Dispatch board, and handle changes without losing any.
A booking is the record the client pays for, and each of its jobs is a piece of work a driver performs. Dispatch is the work of making sure every job has a driver and a vehicle that fit, and that nothing changes without the right people knowing.
The eight lessons go from the accepted quote to the confirmed booking, through reading a booking and its readiness, assigning drivers and vehicles, the Calendar and the Dispatch board, the driver's answer to a job, flights and live tracking, changes and cancellations, and the extra charges and closeout at the end. Each lesson links to the Help articles with the exact clicks.
- From accepted quote to confirmed booking5 min
How an accepted quote becomes a booking, what to check when you convert one yourself, and when the client is told it is confirmed.
- Read a booking: jobs, stops and what is still missing6 min
Find your way around a booking, see which job still lacks a driver, vehicle or detail, and leave the driver the notes they need.
- Assign drivers and vehicles with smart suggestions7 min
Use Smart Match to find a free driver and vehicle that fit, handle capacity and conflicts, and assign several bookings in one go.
- The dispatch board and calendar7 min
Plan the week in the Calendar, run the day on the Dispatch board, and read unassigned jobs, conflicts and the driver's answer at a glance.
- Track the driver's answer to every job5 min
What a driver receives when you assign a job, how 4fleet chases a driver who does not answer, and what to do when a driver declines.
- Flight tracking and live tracking6 min
What flight tracking tells you and the passenger, why pickup times never move by themselves, and how to turn on live tracking and share it.
- Changes, reschedules and cancellations7 min
Where booking changes come from, why approving a request is not the change itself, and how to reschedule, cancel and refund without surprises.
- Extra charges, driver charges and closing a booking5 min
Bill parking and waiting that came up on the day, decide on the driver's charges, and close the booking once the work is really finished.
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