The Planner helps fleet managers organize daily load planning. Access it via Operations → Planner on the TMS dashboard.
Getting Started
After opening the Planner, the overview will initially be empty. Follow these steps:
1. Select a Driver
Click Selected drivers choose a driver or a team, then click OK.
If no drivers or teams appear, ensure Fleet Manager users are correctly assigned to teams and offices.
- Drivers must also have a Fleet Manager assigned in their profiles.
2. Select a Time Range
Click the date field and choose the desired range.
3. Search
Click Search to load the data.
Planner Features
Copy Driver Info: Save a driver’s name, phone, truck, and trailer to the clipboard.
Hover/Click Fields: View detailed info or edit entries.
$ Sign: Create an accessorial event.
Off-Duty Icon: Create an off-duty event.
Notes: Add important notes, which will also appear on the map in Available Trucks.
Expand (+): See more about a driver’s loads, HOS status, and other details.
Help: Click the question mark next to the Search button for explanations of planner markings.
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