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Three optional tags that keep the Dispatch board focused. Set up only the ones your team will use.

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Departments

Filter Dispatch, Projects, Live Map, and Approvals by division. Only Orders are filtered, so drivers and trucks you share across divisions stay visible to everyone.
1

Create a Department

Go to Settings → Departments → Create Department.
2

Set it on the Project

Pick the Department on the Project form. New Orders on the Project use the same Department.The Update Project form with the Department field highlighted
3

Filter by it

On Projects, use Filters → Departments.The Projects list with the Departments filter open and a department chip on a Project cardOn Dispatch, click a department in the quick-filter row (1). Each Order shows its department (2).The Dispatch board with the department quick filters and an Order's department chip highlighted
No quick-filter row on Dispatch? Use Filters → Departments instead.

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Labels

Color-coded tags that show on driver cards on Dispatch. See Custom Labels for details.
1

Create a Label

Go to Settings → Labels → Create Label. Pick a name and a color.
2

Apply it

Pick Labels on the Driver form. The same field is on Users, Equipment, Customers, and Vendors.
3

See it on Dispatch

Each driver card shows its Labels.Driver cards on the Dispatch board with O/O and Priority label chips highlighted

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Service Classes

Tag a Project or Order with its type of service, like Hot Shot or Expedited.
1

Create a Service Class

Go to Settings → Service Classes → Create Service Class. Pick a name and a color.
2

Turn on the field

Go to Settings → Configuration and check Show Service Class (1). Check Require Service Class (2) to make it required on Orders.Configuration settings with Show Service Class and Require Service Class highlighted
3

Set it on Projects and Orders

On the Project form, pick it under Order Defaults. On the Order form, it’s under Order Customer Details (1).The Update Order form with the Service Class and Department fields highlighted
4

Filter Dispatch by it

Use Filters → Service Classes (1). Each Order shows its Service Class (2).The Dispatch board with the Filters button and an Order's Service Class chip highlighted

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Common pitfalls

Too many tags. Every extra one is another choice on every form. Start with the few your team uses daily.
Labels can’t go on Projects or Orders. To group Orders, use a Department or Service Class.