You will read the fleet counters and the latest bookings on the dashboard, then filter the Bookings list and save that filter as a view you can bring back with one click. You need this at the start of every shift, to see what needs attention and to jump straight to the list you work from.
Go to Home > Dashboard. The header shows today's date, when the numbers were last refreshed (Updated 00:23) and the New Booking button. While the fleet is still being set up, a banner shows how many steps are done, for example 5 of 8 steps complete, with Resume setup. Under it you find the four counters, Quick Actions, Recent Bookings, the Activity Feed, your plan and Recent Activity.
Active Vehicles shows how many vehicles are active out of the whole fleet, and Active Drivers the same for drivers. Jobs in progress counts rides running right now, and Completed today the rides finished today, with a comparison to yesterday once yesterday has finished jobs. Click a card to open the records behind it: Active Vehicles opens Vehicles, Active Drivers opens Drivers, Jobs in progress and Completed today open Bookings filtered to that status. The numbers refresh by themselves every minute or so.
Recent Bookings lists the latest requests with the pickup address, a status chip and the scheduled time. Click a blue booking reference to open it beside the list. The Activity Feed shows the latest bookings with when each was made, and any licence, MOT or insurance expiry alerts; Expiry opens the Document Expiry Dashboard.
Go to Dispatch > Bookings and click a status chip, for example Unallocated (the bookings still waiting for a driver). Open Views and choose Save as new view. Type a name such as Unallocated queue. Tick Share with my team if colleagues should see it too, then click Save. Save stays grey until you type a name.
Open Views again: your view is listed under My views. Click its name to bring back the same search, source and status filter. The star makes it your default view, Update view stores changed filters under the same name, Clear view removes the filter again and the bin deletes the view.
| Mistake | What you see | Fix |
|---|---|---|
| Saving a view with a name you already used | A message You already have a view called ... Choose another name. and the dialog stays open | Choose a new name, or use Update view on the existing one |
| Looking for a Pending chip | There is none: waiting bookings are called Unallocated | Click the Unallocated chip |
| Item | Meaning / rule |
|---|---|
| Active Vehicles / Drivers | Active count out of the total registered |
| Jobs in progress | Rides running right now; click to see them |
| Completed today | Rides finished today |
| Saved view | A named filter: search, source and status |
| Share with my team | Lets colleagues use the view |
Does the dashboard update by itself? Yes. The counters and the booking lists reload every 30 to 60 seconds, so you do not need to refresh the page.
Can I save the filters of other lists? Yes. The Views menu is also on the Drivers and Vehicles lists, and each list keeps its own views.
Who can see my view? Only you, unless you tick Share with my team when you save it.
GridX FMS runs this whole workflow. See what GridX FMS does and what it costs, or browse all step-by-step guides.