Assign resources and manage trip status
Match the intended driver and vehicle to a reservation, then advance status only when the real operation supports it.
Dispatchers
Role guide
Help for dispatchers.
Start with the workflows most relevant to your responsibilities.
Create quotes and reservations
Start a booking, save it as a quote or reservation, and process incoming quote requests from Dispatch.
Dispatchers
Get oriented in OpenLimo Backoffice
Understand where operational work lives and use a safe checklist before configuring a live company.
AdministratorsDispatchersFinance teams
Keep dispatch communications useful
Record concise operational context in the appropriate trip workflow without placing sensitive data in notes.
Dispatchers
Prepare fleet resources for operations
Review drivers, vehicles, vehicle types, and fleet groupings before dispatchers begin assigning trips.
AdministratorsDispatchers
Review affiliate partner payouts
Reconcile partner work and payout amounts against accepted farm-outs before approving a financial outcome.
Finance teamsDispatchers
Review an affiliate farm-out workflow
Confirm partner, trip, assignment, and settlement context before sending work outside the operating company.
DispatchersFinance teamsAdministrators
Review operations settings safely
Use a before-and-after checklist when changing configuration that can affect dispatch and daily workflows.
AdministratorsDispatchers
Troubleshoot a missing or unexpected Dispatch item
Check date, view, filters, reservation state, and permissions before recreating work or escalating an issue.
DispatchersAdministrators
Understand the Studio pricing workspace
Learn how rate plans, rules, elements, settings, and testing tools fit together before changing pricing.
AdministratorsDispatchersFinance teams
Understand zones in Studio
Use Zone Explorer to review service geography and understand how zones participate in pricing decisions.
AdministratorsDispatchers
Use Studio quote tools to verify pricing
Calculate representative trips, inspect stored quotes, and use results as evidence during pricing review.
AdministratorsDispatchersFinance teams
Use the Dispatch board
Read the operational board, apply focused views, and keep changes tied to the reservation you intend to manage.
DispatchersAdministrators
Work the Needs Attention queue
Triage operational warnings by impact, investigate the underlying reservation, and document the resolution.
DispatchersAdministrators