These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- Warehouse + Fleet + Delivery
- Implementation
How a Warehouse + Fleet + Delivery rollout works
Start with a representative movement, then add operating scope and exceptions.
Set scope
Define an operating organization, its team membership, partner directory and time-zone convention.
Prepare resources
Enter eligible drivers, ready vehicles and any open defects; agree how source authority is checked.
Run a load
Plan a load with ordered stops, a promise, an assignment and a submitted custody handoff.
Decide and move
Review custody independently, record its completion receipt, then dispatch and deliver with actual times.
Reconcile
Test a late delivery, a changed handoff revision and a failed operation receipt before widening use.
What the customer provides
Provide organization and team identities, partner contacts, active drivers and vehicles, known defects and a representative set of loads. Name the people who prepare custody, decide submissions and investigate failures. Choose the authoritative systems for driver eligibility, vehicle readiness, carrier acknowledgment and finance follow-up. Bring one ordinary delivery and one exception with enough evidence to rehearse the full path.
Changing it afterwards
Review a change against a real load before release. Recheck resource intervals when an assignment changes, resubmit custody when its scope changes, and preserve the original delivery promise when a new estimate is supplied. Keep prior decisions and receipts visible when a correction is authorized. Use the roles and data model pages to prepare the next operating unit.
Set up Warehouse + Fleet + Delivery your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.