How to Create Assignments

Before trips can be dispatched to your drivers, assignments need to be created for the day. The Assignments screen allows you to create new assignments, copy assignments from other dates, assign drivers to their typical vehicles, or assign typical routes to drivers/vehicles.

To Create Assignments:

1. Double click the driver you'd like to assign from the Available Drivers list. This will bring the driver's name into the main grid.

2. Choose the vehicle from the Vehicle drop down.

3. The Start and End Times can be adjusted here.

4. Clicking the taxi icon opens a menu. From here, you can Assign Typical Vehicles, Copy Assignments from Date, Assign Typical Routes by Driver, or Assign Typical Routes by Vehicle.

5. The calendar icon copies trip assignments from a specific date. Drivers will already need to be assigned on the date you are copying trip assignments from as well as the current date. 

6. Select the date you'd like to copy trip assignments from.

7. Choose if you'd like to only copy repeat trips by checking the box.

8. Select Route. Any trips that were assigned to the driver on the date you selected will be assigned to the driver on the current date (as long as they are assigned and available to take the trip).

Video Links:

Coming Soon

Related Articles:

How to Copy Assignments to Another Date
How to View What RoutingBox Mobile Version a Driver Has
How to Auto Assign Drivers or Vehicles to Routes
How to Switch a Vehicle
How to Assign Vehicles

Key Terms:

Assignments, AssignmentsFormHelp, Driver, Vehicle, Typical Vehicles, Assign Routes, Mobile Version, Odometer, Sign-Off, Department, Start Time, End Time