Prepare for Dispatching
This article explains how to get Trash Flow ready for using the work order Dispatch window. Parts 1 and 2 will apply to all computers that use Trash Flow.
Part 1: Create Drivers, Trucks, Customers, and Containers
- Enter your drivers in .
- Enter your trucks in .
- Create accounts for customers who need work orders, if needed. These are sometimes called industrial or roll-off customers
- Create any needed container placement(s) on the Boxes tab of customer accounts. This tells Trash Flow the address, size, rates, and terms of a box for that customer at that site.
Part 2: Set Dispatch Options In Trash Flow
- Click .
- Check Enable Dispatching?.
- Choose whether you want to Dispatch Work Orders by employee names or trucks.
- Choose whether to Assign start & end times when financially completing WO's? If your drivers use the TeleRoute mobile app leave the box unchecked.
- Unless you have more than one dispatcher and each dispatcher is responsible only for certain drivers, leave the Dispatcher as the default, generic *Dispatcher.
- Select a default Driver.
- Choose whether to Unassign uncompleted work orders at end of day. This takes all uncompleted jobs off the drivers’ schedules at the end of the day and moves them back to being unassigned.
- Check COD Customer Message if you want users to see a pop-up message when they create a work order for a customer who must pay ahead.
- If you track individual containers make a Default Container Search Choice. Choose all available containers of the same size, all available containers, or all containers.
- Choose whether to Display uncompleted WO's on following days?. If checked, this option makes work orders remain on the dispatch list until you mark them as completed.
- Choose your Standard Days of Service, i.e. which days of the week do your trucks do work orders. Trash Flow uses these settings to calculate how many work orders are scheduled for today and tomorrow.
- Use Existing container in workorders? is usually left unchecked. This option is only for users who manually assign a container to a customer account before completing the work order.
- Set the Default Estimated Pull Date Days Out if you track containers by serial number and want to get reports of which containers should be available on future dates. The option sets a default value: when you bring someone a container, how many days do you think they'll have it before the box is emptied?
- Choose whether to Default New WO to the last used driver/truck or to remain unassigned.
- Set the . Trash Flow checks your data on this schedule to create recurring work orders that have been set up.
- Set the Recurring WO look ahead (days). This controls how many recurring work orders the program creates. Trash Flow looks at the schedule of every recurring work order, then creates as many as needed for the number of days selected.
Part 3: Set Options Within the Dispatch Window
The options set here are specific to your computer and won't affect other users. None of these settings have to be changed for dispatching to work properly.
- If you want to set different priorities on work orders click . By default, Trash Flow lists task priorities as Lowest, Less than Normal, Normal, More than Normal, and Urgent. Change the descriptions as desired and click .
- Click . Enter the No. of loads that you believe this driver should normally be assigned in a day, then enter the number of extra loads each driver can be assigned before being considered Over limit. Click to save your changes.
- If you want to track what times your drivers are completing the jobs and they don't use TeleRoute you have two options. From the menu you can switch between
- lets you mark two times on each work order: a start time for when the driver arrives at the site and an end time for when the work is done.
- lets you mark one time on a work order, usually the time that the job is finished.
