ForzaUKB

Step 3.5 — Dispatch, Pickup, and Tracking Activation

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Step 3.5 — Dispatch, Pickup, and Tracking Activation

Previous step: Step 3.4 (if required) or Step 3.3 Next step: Step 3.6 — In-Transit Monitoring

🎯 Ideal State

Trigger: Signed carrier rate confirmation on file (Step 3.3). Signed Shipper rate confirmation on file if required (Step 3.4). Load ready to dispatch.

Pre-Dispatch Completeness Check

  • Load built in MVMNT with all Shipper and shipment details
  • Carrier assigned with agreed rate
  • Signed carrier rate confirmation on file
  • Signed Shipper rate confirmation on file if required
  • Driver name and phone number entered

Tracking Method — Trucker Tools (Primary)

Trucker-Tools provides real-time GPS tracking with automatic load status updates in MVMNT:

Trucker Tools EventMVMNT Status Change
Arrived at OriginOnsite Pickup
Departed OriginEnroute
Arrived at Stop (multi-stop)Arrived
Arrived at DestinationOnsite Delivery
Departed DestinationDelivered

Check call automation: Trucker-Tools events auto-create MVMNT check call entries — eliminates manual routine status logging.

Document retrieval automation: When a carrier uploads POD, BOL, or carrier invoice through the Trucker-Tools app, documents auto-upload into the MVMNT load document section.

Tracking Method — EZ Tracking (Fallback)

MVMNT’s native SMS-based tracking. Sends an SMS to the driver’s phone with a weblink — one GPS ping per tap. Low friction for the driver (no app) but low fidelity (single ping, not continuous). Used when Trucker-Tools adoption isn’t possible.

Tracking Method — Manual Check Calls (Last Resort)

If electronic tracking cannot be initiated, Ops makes periodic phone calls to the driver or dispatcher and logs status in the MVMNT load record.

Shipper Visibility

Options (configured per Shipper during Step 1.6):

  • Automated milestone emails (pickup, in-transit, approaching delivery)
  • Shared tracking link (Shipper checks status on demand)
  • Shipper portal access (Shipper views their loads directly)

Owner: Vacant — Ops Manager seat open — dispatch and tracking activation. Trucker-Tools — continuous tracking once activated.

🤖 SYSTEM AUTOMATION:

Tracking initiation can be automated at carrier assignment or at “Dispatched” status change. Trucker-Tools’ check call and status automations are fully automated once active. Shipper milestone updates are automated if configured per Shipper. Only fully manual path is the check call fallback.

🛑 HARD GATE:

A load should not move without a tracking method active. If Trucker-Tools can’t be activated, EZ Tracking or check calls must be. A load in-transit with no tracking is a compliance and Shipper-visibility risk.

📍 Current State

  • Trucker-Tools tracking active and working in MVMNT testing. Auto status updates fire per the geofence-to-status table.
  • Trucker-Tools automatic document retrieval tested successfully with one carrier — adoption depends on carrier familiarity.
  • Ops uses a mix of Trucker-Tools and manual check calls depending on the carrier.
  • No documented per-Shipper visibility configuration — Shipper updates happen ad hoc when Shippers ask.

🚧 Gap

  1. Trucker-Tools automatic document retrieval adoption is limited — one carrier tested. Needs to become the default expectation.
  2. No Shipper-specific tracking/visibility configuration captured in Shipper profiles. Updates are reactive.
  3. No documented fallback policy — at what point does Ops escalate from “carrier isn’t using Trucker Tools” to EZ Tracking or manual check calls?
  4. No tracked metric for tracking coverage — % of loads with live Trucker-Tools data vs. EZ Tracking vs. manual.

🛠️ Gap Closure Actions

  • Establish Trucker-Tools as the expected tracking method for all new carriers — inform carriers at Phase 2 onboarding that it’s Forza’s standard Owner: Casey + Concetta | Effort: Low
  • Verify Trucker-Tools automatic document retrieval is enabled at the MVMNT integration level Owner: Casey | Effort: Low
  • Add Shipper-visibility preferences to the Shipper onboarding intake form (Step 1.1) Owner: Casey + Concetta | Effort: Low
  • Document the tracking fallback escalation policy — Trucker-Tools first, EZ Tracking second, check calls last Owner: Casey | Effort: Low
  • Establish ”% of loads with Trucker Tools tracking active” as a Phase 7 weekly metric Owner: Casey | Effort: Low

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