Filter Trucks And Save Vehicle Lists

This article explains how to filter the vehicles shown in the Dispatch Module, how to save your vehicle selection as a personal or company-wide view, how to manage saved views, and how to work with the Unassigned Orders section and vehicle actions.

Filtering Vehicles
Saving Vehicle Views
Managing Saved Views
Working With The Unassigned Orders Section
Vehicle Actions

1. Filtering Vehicles

By default, the Dispatch Module shows all vehicles in your fleet. You can filter the view to display only the vehicles relevant to your role or planning task.

Use the vehicle filter control in the Dispatch Module to select specific vehicles
The filtered vehicle list is displayed on the left side of the view
All other vehicles are hidden from the timeline until the filter is cleared or changed

Filtering helps you:

Focus on specific fleet segments without visual clutter
Reduce complexity when managing a large fleet
Work more efficiently when your role covers only part of the fleet

2. Saving Vehicle Views

Once you have set up a vehicle filter you use regularly, you can save it as a view. Saved views let you return to your preferred vehicle selection instantly every time you open the Dispatch Module — no need to filter again each session.

Personal View

A personal view is visible only to you. Use this for individual planning preferences that are specific to your role or workflow.

Company-Wide View

A company-wide view is visible to all users in your company. Use this to share a standard vehicle selection across your dispatch team or to define a consistent starting view for a particular role.

Key point: Saved views in the Dispatch Module work the same way as saved views in the Orders table. Same personal vs. company-wide options, same editing and deletion workflow.

Example: A dispatcher responsible for northern-region vehicles saves a personal view with only those 6 vehicles selected. Every morning they open the Dispatch Module, select their saved view, and immediately see only the vehicles they manage — without any additional filtering needed.

3. Managing Saved Views

Saved views can be updated or removed at any time.

Editing A Saved View

Open the saved view
Adjust the vehicle filter selection
Save the updated selection — the view is updated immediately

Deleting A Saved View

Select the view you want to delete
Use the delete option to remove it
The view is removed for you (personal) or for all users (company-wide)

4. Working With The Unassigned Orders Section

The Unassigned Orders section is displayed below the timeline and contains all orders that are not assigned to a vehicle or partner. It is your planning queue for the day.

Note: Unassigned orders are displayed based on the selected timeline. Only orders with a tour start date within the visible timeframe are shown. Adjust the timeline range to find orders outside the current view.

Filtering Unassigned Orders

You can filter the Unassigned Orders section to find specific orders quickly. Available filter criteria include:

Reference number
Customer
Status
Other available criteria

What You Can Do In The Unassigned Orders Section

Review all orders waiting to be planned
Assign orders to vehicles using drag-and-drop
Prioritise which orders to plan first

5. Vehicle Actions

Each vehicle row in the timeline has actions available for managing that vehicle's schedule and information without leaving the Dispatch Module.

Add Time Blocker

Block a period of unavailable time for a vehicle directly on the timeline. The blocked time appears as a red area on the vehicle row, indicating it is not available for order assignments during that period.

Open Vehicle Details

View the full vehicle profile including vehicle information and specifications.

View Assigned Orders

Opens the Orders table filtered to show only the orders assigned to the selected vehicle. Useful for reviewing the full workload of a specific vehicle in one place.