Movement Scheduler
The Movement Scheduler gives you a visual overview of all your Dispatches, Deliveries, Return Requests, and Returns in one place.
Whether you are planning the day ahead or keeping an eye on live movements, everything is displayed in a calendar format showing both allocated and unallocated work at a glance.
Getting There
Navigate to Rental and Sales Orders > Movement Scheduler from the left-hand menu.
Schedule View and Timeline View
In the top left corner, a toggle lets you switch between two views depending on how you prefer to work.
Schedule View
Vehicles are displayed along the top of the screen and time runs vertically downwards, giving you a portrait-style calendar layout.
Timeline View
Vehicles are displayed down the left-hand side and time runs horizontally across the screen, giving you a landscape-style layout that makes it easy to see the full shape of a day at a glance.
Reading the Screen
Unallocated Movements
Any movements that have not yet been assigned to a vehicle are listed in the left-hand panel. These are your outstanding jobs waiting to be planned into the day.
Vehicles
Depending on which view you are in, available transport vehicles are displayed either along the top or down the left-hand side. Each vehicle shows its name, a photo, and its item number (registration plate).
⭐ Quick Tip: Vehicles must have the Movement Vehicle toggle enabled on their stock level record to appear in the Movement Scheduler.
Current Time Indicator
In Timeline view, a vertical blue line shows the current time, making it easy to see where you are in the day relative to your planned movements.
Color Coded Tiles
Each movement tile is color coded by movement type, so you can tell at a glance whether something is a dispatch, delivery, return request, or return without having to click into it. Each tile displays the movement number and the name of the allocated driver.
Working With Movement Tiles
Movement tiles can be dragged, stretched, and moved across vehicles and across the timeline of the day, making it straightforward to reassign or reschedule work without leaving the screen.
Viewing Movement Detail
Click on any tile to open the movement detail panel.
The first tab shows:
Driver
Document Number
Rental Order
Account Name
Address
The second tab shows Items, with condition indicators for each piece of equipment:
Indicator | Meaning |
OK | Equipment in good condition |
Damaged | Equipment returned or noted as damaged |
Lost | Equipment reported as lost |
Sold | Equipment sold |
At the bottom of the panel you can Unassign the movement or Change Driver without navigating away from the scheduler.
Navigation and Controls
Searching for a Vehicle
Use the Search Vehicles field in the top right to find a specific vehicle rather than scrolling through the full list.
Page Selector
If you have more vehicles than fit on screen at once, use the page selector along the bottom to move between pages.
The number of vehicles shown per page can be adjusted in Calendar Settings.
Toolbar Buttons (top right)
Button | What it does |
Refresh | Reloads the scheduler to show the latest movements |
Calendar Settings | Configure movements per page, vehicles per page, and start and end times for the day view |
Filter | Show or hide specific depots and movement types |
Summary
The Movement Scheduler brings your entire transport picture into one screen, giving your team the confidence to plan, adjust, and respond without switching between menus. With color coded tiles, drag-and-drop scheduling, and live movement detail a single click away, it is designed to be the go-to screen for anyone coordinating deliveries and collections throughout the day.
💬 Need help? Click the blue help bubble in the bottom right corner of your screen to start a conversation with our support team.