Documentation

Enrout Ops

Guides for dispatchers and operators — setup, workflows, and daily operations.

Modules

Modules

Every page in the sidebar and what it does

Navigation map

SidebarPurpose
DashboardKPIs, critical messages, pipeline summary
LeadsSales pipeline — list, filter, and open lead details
Load ManagementOperational loads, documents, and actions
Load TrackingMap view, routes, and stop updates
CommunicationUnified inbox for email, WhatsApp, and Bella chat
P&D UpdatesPickup/delivery ETAs, delays, and issues
SchedulingCalendar and load scheduling
Driver ManagementAdd and edit your driver roster
BudgetCost and margin overview
DocumentsCompany document library
ConfigurationCompany, fleet, drivers, and broker setup
Recurring LoadsTemplates for repeat lanes
Create LeadWizard to enter a new sales opportunity
Create LoadWizard to enter a confirmed load directly
Assign LoadMatch unassigned loads to available drivers

Dashboard

  • Summary cards for leads, loads, and operational health
  • Critical messages that need immediate attention
  • Shortcuts into filtered lists

Leads

  • Summary filters: Total, Negotiating, Approved, Agreement Pending
  • Search, export CSV, and filter by priority, stage, or source
  • Open a lead for details, chat, activity, and financials
  • Promote to load when the lead is Approved or Agreement Pending

Load Management

  • See stage, priority, route, and rate for every load
  • Detail panel tabs: Details, Route Planning, Financials, Documents, Chat, Activity
  • Notify driver via WhatsApp, close, or delete from row actions

Assign Load

  • Select an eligible load on the left
  • Review ranked drivers on the right with travel time and availability
  • Past pickups and schedule conflicts block assignment

Communication

  • Conversation list with unread badges
  • Reply with AI-suggested responses and quick actions
  • Bella tab for driver chat
  • Floating chat widget on most pages

P&D Updates

  • Filter active pickups, en-route, delivery, and delayed loads
  • ETA comparison and active issues in the detail panel
  • Jump to a conversation in Communication with one click

Configuration

Step-by-step company setup. See the Configuration guide.