Rules now create check calls and document chases on every order they match, so nothing depends on someone remembering. Set them up in Settings › Dispatch Tasks.
Turn it on
Dispatch tasks stay off until you turn on the Dispatch tasks switch. Switching it off cancels the open tasks the rules created.
Start from a preset
A preset adds a ready-made set of rules you can then change.
Click Start from a preset to add a ready-made set of rules. Broker check calls adds seven of them: rounds at 07:00 and 13:00 before pickup and in transit, a call on each arrival and on leaving the shipper, an ETA call ahead of the delivery appointment and a POD chase after delivery. You can edit, pause or delete any of them afterwards.
Or write your own
Click + New rule, name it and pick the task: Check call, Chase document or Confirm appt. Under Runs, choose Daily, Every or At a stop. You can limit it with Only while the load is and Ask only within hours of the pickup, and skip it if a check call landed recently. Timeline shows what will happen, and Matches now shows how many orders the rule would plan a task on. Click Save.
On each order
Open an order's Tasks tab to see its tasks and who is on them, then choose I'll do it, Log call or Not needed. When you log a call, pick what happened: Reached, No answer, Voicemail, Busy or Wrong number. A call nobody answered keeps the task open.
