🧠 Why This Matters

Before you can dispatch jobs like a pro, your system needs the right foundation. From adding workers and trucks to enabling clock-in features and templates, this setup ensures your dispatching is fast, organized, and ready for peak season. Spend a few minutes here, save hours every week.

✅ What’s Included

Each article below walks you through a critical setup step to unlock a faster, smoother dispatching experience:

👤 Add Workers & Enable Crew App Access
Set up your team in minutes and activate Crew App access so your supervisors can hit the ground running.

🚚 Add Your Trucks in Seconds
Quickly add and label trucks for accurate team assignments and real-time fleet tracking.

🤝 Add Contractors & Agents
Stay organized across moves with a clear view of external labor and agent resources.

🧰 Add Tools to Organize Job-Specific Gear
Track gear like dollies, straps, and floor runners to make sure crews are always fully equipped.

🛻 Add Equipment – Track Trailers, Cargo Vans & Pickups
Group equipment by type and capacity to keep long-distance and local jobs flowing smoothly.

💸 Set Up Job & Fixed Expenses
Capture job-specific (e.g., fuel, tolls) and company-wide (e.g., marketing) costs for accurate profitability.

🚛 Automate Daily Team Setup with Smart Templates
Create default teams with trucks and apply them to future dates in one click—no more manual team building every morning.

🔧 Enable the Crew App & Optional Features
Control visibility of Crew App features like internal reviews, ETAs, and time tracking from one place.

🛠️ Customize Clock-In Activities for Your Crew
Define which tasks are clockable, billable, and qualify for double drive time (for California movers).

✅ Collect Signed Waivers with Custom Crew App Templates
Have your crew collect signatures on waivers, acknowledgments, and checklists—digitally and on-site.

💡 Pro Tips

✅ Assign Crew App access only to leads/supervisors under Resources > Workers
✅ Use smart tags for workers, trucks, and contractors to make team building lightning fast
✅ Create at least one team template with trucks only—it’ll make future dispatching a breeze
✅ Use the Notes section when adding workers or vehicles to document details like licenses, availability, or lease status
✅ Print your Work Order Summary daily so the full crew—not just the lead—is aligned

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