Why handoffs matter
When a load passes between dispatchers, details can get scattered across messages, notes and spreadsheets. A simple, repeatable handoff reduces the number of things the next person has to rediscover.
Information to confirm
- Load reference: the internal load number and customer or broker reference.
- Pickup and delivery: locations, appointments, time zones and special instructions.
- Assigned equipment: driver, tractor and trailer where applicable.
- Status: most recent confirmed event and who provided the update.
- Documents: required paperwork, outstanding signatures and where files are stored.
- Exceptions: delays, access restrictions, shortages or changes requiring attention.
How to use the checklist
At shift change, the outgoing dispatcher reviews open loads and marks items requiring a response. The incoming dispatcher checks the time-critical items first, then records their own follow-up notes. The team should agree on one record of truth rather than treating every chat message as the final status.
A note about sensitive records
Limit access to the people responsible for the load. Customer details, driver documents and rate information may require different permissions. RigHub is developing module-aware workspaces to make these distinctions clearer.
For a walkthrough of the current RigHub TMS workspace, use the Request Demo page.