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  3. Transfer dispatch
Feature · Transfer dispatch

Transfer dispatch

Plan, approve and run guest transfers and shore logistics with stops, vehicles and drivers.

OverviewParty Directory
Yacht / Boat Charter · Transfer dispatch

Party Directory

Parties

New
IdNameParty typeEmail
IDD-374Party 270Customergr@example.com
IDD-988Party 152Carrierra@example.com
IDD-156Party 755Providerwx@example.com
IDD-773Party 347Customerkz@example.com
IDD-131Party 272Carrierze@example.com
6 of 6 records
IDD-374Parties · PRT-36779
Customer
NameParty 270
Emailgr@example.com
Example screen with sample data

What you can do

Move guests and supplies between shore and berth

Charters need work on land. Guests arrive at the airport and must reach the marina. Provisions, linen and spare parts travel to the berth before departure. Each of these runs is a trip with an origin, a destination, planned start and end dates, a customer, a vehicle and a driver. Stops along the way are listed in order, each with a planned arrival.

The Dispatch Operator owns the trip from request to departure. The key decision is dispatch approval. The operator approves only a trip that is still Requested, checks the vehicle and driver, and commits the trip to the schedule. At departure the actual start is recorded and the trip moves In Progress. The Business Overview page shows trip KP is, how trips are spread across each state and the latest delivery evidence waiting for review.

How the work is organized

  • Request. A trip request names the customer, origin, destination, planned dates, vehicle and driver, with stops in sequence.
  • Approve and schedule. The Dispatch Operator approves the Requested trip and it is committed as Scheduled. A trip that will not run is Cancelled.
  • Depart and work the stops. The actual start is recorded at departure. The driver records arrival and departure at each stop in order.

What to agree during setup

Agree what counts as one trip: a single guest run, or a full day’s loop with several stops. Agree the capacity unit for each vehicle type, such as seats for a van and kilograms for a provisioning truck. Decide when a vehicle is marked Maintenance and who returns it to Available. Number stops in steps of ten so a late stop can be inserted without renumbering. Agree whether drivers record their own stop times or report them to dispatch.

Check the handoff on an actual case

A family of ten lands on August 8 for a catamaran charter. They need a transfer from the airport to the marina, with a stop at the provisioning store. The Dispatch Operator creates the trip with the family as customer, a 12-seat van and a driver. Stop one is the provisioning store and stop two is the marina berth, both planned for August 8.

The van shows Available on the Vehicle Register, so the operator approves the trip and it is committed as Scheduled. On August 8 the driver leaves, the actual start is recorded and the trip moves In Progress. At the store the driver records arrival and departure, then does the same at the berth. If the van had been in Maintenance that week, the operator would have picked another vehicle before approving.

A second request for the same van on the same morning sits on Trips Awaiting Dispatch. The operator sees the clash on the Dispatch Board and assigns a different vehicle before approval.

What your team sees

  • Dispatch Board — Open trips grouped by Requested, Approved, Scheduled and In Progress, with customer, vehicle and driver on each card.
  • Trips Awaiting Dispatch — Requested trips with planned dates, waiting for the Dispatch Operator’s approval.
  • My Transfers — A driver’s own trips with planned dates, vehicle and status.

Follow the work through

Review the data model before importing open trips.

What it keeps track of

Data model
Trips
Planned and executed transport trips with customer, vehicle and driver.
Trip stops
Ordered stops along an approved trip route.
Vehicles
Transport vehicles used for guest transfers and shore logistics.
Parties
Customers, carriers and providers doing business with the charter operation.
People
Crew, captains and staff who operate charter vessels and trips.

Who uses it

Permissions
Dispatch Operator
Creates and approves trips, assigns vehicles and drivers, and manages the vehicle list.
Driver
Runs assigned trips and records stop arrivals and departures.
Delivery and Billing Reviewer
Completes trips once delivery is confirmed.
Admin
Corrects trip records and access.

Set up Yacht / Boat Charter your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

How to get started