Dispatching

Assign drivers to orders, pick the right rate sheet, and keep dispatch moving.

Dispatching turns a staged order into a job a driver is actively running. From the order page you pick the driver, pick the rate sheet that determines what they get paid, and create the route — the driver then sees the job in their app and can accept it. This page walks the assign-driver flow end to end and covers the support pieces around it (driver list, rate sheet defaults, reassignment).

Before you start

  • You need at least one driver on your org. See Drivers for adding and managing drivers.
  • To preselect a rate sheet during assignment, create a provider-pay-driver rate sheet first — see Rate sheets. Assignment works without one; you can attach a sheet later from the order’s financials.
  • Driver assignment is per task group, not per order. On a multi-leg order you’ll dispatch each ground leg separately. See Orders for the task group model.

1. Open the order

Open chrt.com/orders and pick the order you want to dispatch. Orders waiting on a dispatch decision show a Pending acceptance or Staged badge.

If the order has multiple ground task groups, each one shows its own Assign Driver action — dispatch them one at a time.

2. Open the assign-driver dialog

Click Assign Driver on the task group. The dialog opens with:

  • A search box to filter your driver roster by name.
  • A list of drivers showing availability, current workload (in-flight orders), and a rate sheet selector per row.
  • An estimated revenue rollup at the bottom once a rate sheet is picked.

Only drivers marked Available appear at the top. Drivers marked Unavailable still show, ordered below — useful when you need to override availability for a high-priority job.

3. Pick the driver and a rate sheet

  1. Click the driver row to select them. The row expands.
  2. Pick a rate sheet from the dropdown. The list shows active provider-pay-driver rate sheets owned by your org. If you’ve set a default sheet on this driver’s profile, it’s preselected.
  3. Confirm the estimated revenue at the bottom of the dialog reflects what you expect for this job.

If you assign the same driver to most jobs at the same rate, set their default sheet on their profile (see Drivers). The dialog preselects it and you can dispatch in two clicks.

If you don’t have a rate sheet ready, you can still assign — the task group goes to the driver without a sheet, and you can attach one later from the order’s Financials tab.

4. Create the route

Click Create Route. chrt:

  • Assigns the task group to the driver.
  • Attaches the selected rate sheet to the task group, so line items start generating as the driver completes work.
  • Pushes a notification to the driver’s app so they can accept or decline the job.

The order’s status moves from Staged to Pending acceptance. Once the driver accepts and marks Started driving in the app, the order moves to In progress and live tracking applies. See Tracking for what happens next.

5. Skip assignment for now

If you’re not ready to pick a driver, click Skip on the dialog. The order stays staged and shows the Assign Driver action so you can come back to it. Skipping is useful when:

  • You want to share the job to your team’s Marketplace for first-accept or bidding instead of assigning directly.
  • You need to wait on a customer confirmation before tendering the work.

Reassign a driver

If the assigned driver can’t run the job (sick day, equipment issue, customer re-route), reassign without losing any progress already made.

  1. Open the order.
  2. Click Reassign Driver on the task group.
  3. Pick a new driver in the same dialog. Existing milestones the prior driver completed stay on the task group; the new driver picks up from where the route left off.

Reassigning notifies the original driver that they’ve been removed from the job. Their app drops the order from the Active list. Don’t reassign as a test — it sends real driver-facing notifications.

Variant: marketplace dispatch

For jobs you want multiple drivers (or partner couriers) to see, use Marketplace instead of direct assignment.

Open the order, click Assign Driver, pick the driver, attach the rate sheet, click Create Route. Documented above.

Create a listing from the task group with First accept wins or Negotiation mode. Recipients see the listing in their bidding inbox and can accept, counter, or bid. See Marketplace for the full flow.

How to know it worked

  • The task group’s badge moves from Staged to Pending acceptance with the driver’s name attached.
  • The order’s timeline shows a Driver assigned event with a timestamp and the rate sheet that was attached.
  • The driver’s app shows the order in their Inbox. Once they accept, the badge flips to Accepted and the order moves toward In progress.

If something looks different

  • The driver list is empty. No drivers are set up yet — see Drivers.
  • The rate sheet dropdown is empty. You don’t have any active provider-pay-driver rate sheets. Create one at chrt.com/rate-sheets/ground/create (see Rate sheets).
  • The driver never gets the assignment in their app. Confirm they’ve installed the driver app and signed in. If the app is installed and they still don’t see it, check their availability — drivers marked unavailable can still be assigned but won’t get a push notification.
  • Assignment fails with an error. The most common cause is a task group that’s already in a state where a driver can’t be added (e.g., it’s been cancelled). Refresh the order page and check the task group’s badge.
  • Contact hi@chrt.com if dispatch is blocked.
  • Drivers — manage your driver roster, defaults, and profile.
  • Marketplace — list a job for first-accept or negotiation instead of assigning directly.
  • Rate sheets — the pricing templates that drive driver pay.
  • Creating Orders — build orders before you dispatch them.
  • Orders — the task group model dispatching attaches to.