Dispatch & shipments

Create a load, assign a driver, truck, and trailer, and track it from pending to delivered.

Creating a shipment

1. Open Dispatch and expand + Add shipment.
2. Fill in Select customer, Pickup address, and Delivery address (all required), plus Cargo description, Weight (kg), Delivery deadline, Agreed rate, and starting Status / Payment status.
3. Assign a driver, truck, and trailer from their dropdowns, or leave them as No driver assigned etc. and assign later. Submit with Create shipment.

Every shipment gets a human-readable reference number (e.g. TR-123) the moment it's created. Switch between a Table view and a drag-and-drop Board view from the top of the page — dragging a card on the board changes its status the same way editing the field would.

Status and payment tracking

Shipment status: Pending → Assigned → In transit → Delivered, with Delayed and Cancelled as side-states you can set at any point. Payment status tracks separately: Unpaid → Invoiced → Paid.

A shipment only moves to Delivered when the driver submits proof of delivery from their own app — see Driver app.

Assignment rules that keep you honest

• —You can't assign a driver, truck, or trailer that's already active on another pending, assigned, in-transit, or delayed shipment — the error names the conflicting shipment so you can go fix it.
• —A truck that's currently in Maintenance or Out of servicecan't be newly assigned to a shipment.

Working a shipment

Every row has quick links to Chat (talk to the assigned driver), Documents (generate the invoice, see the proof of delivery), Inspections (driver-submitted DVIR-lite records), Issues (exceptions reported on this load), and Expenses (tolls, parking, and other costs logged against it). See Maintenance for inspections and Invoicing & billing for documents.

When something goes wrong

Requires attention is a company-wide feed of everything reported as an exception; each shipment also has its own Issues tab. Report one with a Type (traffic, accident, vehicle breakdown, cargo damage, customer delay, loading delay, documentation problem, route problem, driver illness, or other), a Severity (low/medium/high), and a description. Admins move it from Open to Acknowledge to Resolve.

Deleting a shipment

A shipment with an invoice already generated can't be deleted — cancel it instead, so the billing record stays intact. Otherwise, deleting cascades to its status history, chat, inspections, exceptions, documents, fuel logs, and expenses, and unlinks any quote it came from.

Customers and quotes

1. Add a customer under Customers: name, contact info, billing address, Payment terms (days), and a Default rate. You can generate a self-service Portal link for them (no automatic email yet — copy and send it yourself), and Revoke access at any time.
2. Send a quote before you have a firm load: Select customer, pickup/delivery address, cargo description, Amount, and an expiry date, then Send it.
3. When the customer accepts, Haulstats automatically creates the real shipment from the quote — you don't re-enter anything.

Reports

The Reports page (toggle between last 7/30/90 days) shows average delivery delay, your top drivers by deliveries completed, your worst routes by average delay, and fuel economy by truck (once a truck has at least two fuel logs with odometer readings).