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- Warehouse + Fleet + Delivery
- Who it's for
- Regional distribution
Regional distribution
A regional distributor often plans loads before the day's exact driver and vehicle are known. Warehouse + Fleet + Delivery gives the Dispatcher a load with a promised delivery time, ordered stops and a named transport partner. The Fleet Coordinator can then match an eligible driver and ready vehicle to the committed interval. The Warehouse Lead records the custody transfer before movement begins.
How Warehouse + Fleet + Delivery is set up for you
Morning dispatch
Put the day's planned loads on the lifecycle board, then inspect assignment intervals for conflicts across routes.
Warehouse release
Submit each custody transfer against the correct load revision and let an Independent Reviewer decide before completion.
Recipient windows
Record actual stop arrival and departure alongside appointment windows and compare final delivery with the retained promise.
Shift handoff
Use operation receipts and attachments to show whether pickup, custody and delivery actions finished or need follow-up.
A regional distributor often plans loads before the day's exact driver and vehicle are known. Warehouse + Fleet + Delivery gives the Dispatcher a load with a promised delivery time, ordered stops and a named transport partner. The Fleet Coordinator can then match an eligible driver and ready vehicle to the committed interval. The Warehouse Lead records the custody transfer before movement begins.
Start with one operating organization, one warehouse and a set of representative local loads. Include a straightforward delivery, a late appointment and a load whose assigned vehicle becomes held before dispatch. Define who updates driver eligibility and vehicle readiness during the day. Decide how the team will receive recipient proof references and which evidence can be shared.
Rehearse a full load from planning through custody, pickup and delivery. The Dispatcher should be able to explain why the assignment was feasible and when the load physically moved. The Operations Manager should be able to compare actual delivery with the original promise. Include a failed operation receipt in the rehearsal so the next shift can verify its effect before taking action. Expand to other warehouses after that handoff is clear.
Features to start with
Loads and dispatch
Plan freight loads, keep the promised delivery time and record each dispatch decision.
Fleet and assignments
Check driver eligibility, vehicle readiness and committed assignment intervals.
Warehouse custody
Review a warehouse-to-driver transfer on its submitted revision before completion.
Roles on the team
- Dispatcher
- Plans loads, checks assignments and releases movement.
- Warehouse Lead
- Prepares and submits custody transfers for review.
- Fleet Coordinator
- Maintains driver eligibility, vehicle readiness and defect evidence.
- Independent Reviewer
- Decides submitted custody and exception revisions without preparing the source work.
- Operations Manager
- Owns exception resolution and reconciliation of unresolved effects.
- Admin
- Maintains organization, user and partner scope.
Set up Warehouse + Fleet + Delivery your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.