Intro to Deliveries

What a delivery is, where it lives, the directions and statuses, and what to set up first.

Last updated 7 days ago

Deliveries track material leaving your shop and arriving where it's needed. You plan the trip, load it with the work that's riding along, hand a driver a link, and watch it move without chasing anyone for updates.

Where deliveries live

Deliveries live under Logistics in the main navigation. The page is called Logistics because it covers the whole schedule. Each individual trip on it is called a delivery.

Delivery directions

Every delivery has a direction. The direction decides what the trip means and which statuses it can use.

Direction	What it means
Outbound	Material leaving your shop for a jobsite or customer.
Inbound	Material arriving at your shop, usually from a vendor.
Transfer	Material moving between two of your own locations.

Delivery statuses

Statuses differ by direction. Outbound and Transfer share the same set.

Direction	Statuses
Outbound, Transfer	Scheduled › In transit › Delivered
Inbound	Expected › In transit › Received

Any delivery can also be Cancelled. Cancelled is final. So are Delivered and Received.

Whether everything actually arrived isn't a status. It's worked out from the cargo itself, so a trip that shows Delivered with three of four packs ticked off tells you the truth without needing a separate "partial" state.

The Logistics board

The board has two views. Switch between them at the top of the page.

Table is a flat list. It's the fastest way to scan identifiers, statuses, origins, destinations, drivers and trucks.

Schedule puts the same trips on a timeline next to the table, so you can see what overlaps and where a truck is double booked.

You can group by Direction, Location or Driver. Filters cover direction, delivery status, activity status, location, driver and a planned date range. Save any combination as a view so you don't rebuild it every morning. Export downloads whatever the current view is showing.

Before you start

Four things need to be in place before deliveries work properly.

Setup	Why it matters	Where
Delivery phases	Only phases marked as a delivery phase can be loaded as cargo. Miss this and there's nothing to add to a trip.	Phase settings, "Delivery phase" toggle
Trucks	Lets you pick a truck instead of retyping it. Retired trucks still show on old trips.	Settings > Trucks
Contacts	Drivers and receivers come from your contacts.	Contacts
Confirmation form	Optional. Captures a signature, photo and location at drop off.	Forms

Tips

Start your locations high level and add detail later. A single "Loading Bay" is enough to run deliveries on day one. Zones, bays and racks can come once you know how your team actually talks about the space.

Driver and receiver pickers list all of your contacts, not just drivers. Search by name rather than scrolling.

Keep an eye on trips sitting in In transit. Filter the board by status now and then, because unfinished deliveries pile up quietly and someone has to close them out later.

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