Operations
Appointments
Pickup and delivery times, and whether the carrier has acknowledged them.
An appointment is a pickup or delivery time at a place. This screen lists every appointment on open loads and shows whether the carrier has acknowledged it. Its main job is to catch the dangerous case: a time that changed after the carrier agreed to it, so the driver may turn up at the old time.
- Where
- Operations › Appointments (/appointments)
- Who opens it
- Dispatch · view
- Who adds or changes one
- Dispatch · edit
- Shows
- Appointments on loads that are not Invoiced, Paid or Cancelled
- Audited
- appointment.create, appointment.edit
What you see
Summary
| Reading | Counts |
|---|---|
| Upcoming | Appointments today or later. |
| Not acknowledged | Appointments the carrier has not acknowledged yet. |
| Changed since agreed | Appointments edited after the carrier acknowledged them. |
| Per day | A chart of appointments per date. |
The list
Appointments that need the carrier's acknowledgement come first.
| Column | What it holds |
|---|---|
| Container | Links to the load, with the load reference and customer. Never cut short. |
| When | Date and time, Pickup or Delivery, and how far away (today, in 2d, 3d ago). |
| Where | The location. |
| Carrier | The acknowledgement state and the carrier. |
| Instructions | Any notes for the driver. |
| (change) | Edit, if you have Dispatch · edit. |
Acknowledgement states
| State | Meaning |
|---|---|
| Acknowledged | The carrier accepted this time, with who and when. |
| Not acknowledged | The carrier has not accepted it yet. |
| Changed since agreed | The carrier agreed to an earlier version. Nobody has told the driver. |
With no appointments you see No appointments.
Add an appointment
Press New appointment
At the top right. Pick the load from the list of open loads.Choose Pickup or Delivery
Then the date (required), time (optional) and location (required).Add instructions
Optional, up to 240 characters.Save
The appointment appears in the list and a line goes into the load's activity feed.
A pickup appointment is also created automatically when a load is booked with both a pickup date and a pickup time on New load.
Change an appointment
Press the change button on the row (the Change the appointment dialog opens), change the date, time, location or instructions, and save.
If the carrier had already acknowledged it and you change the date, time or location, the appointment is marked Changed since agreed and the activity feed says the carrier must acknowledge again. Changing only the instructions does not reset the acknowledgement.
How the carrier acknowledges
Carriers acknowledge from the carrier portal. Like everything from a portal, it is a proposal: a person on your staff accepts it on Approvals. Once accepted, the row shows Acknowledged with the carrier contact's name, and the "changed" mark clears.
Related
- Load record (Appointments tab)
- Carrier portal
- Approvals
- Shipments board