1. Motive Help Center
  2. Products
  3. Dispatch

Creating Jobs

Updated

Efficient job management helps dispatchers stay organized and reduce manual entry. Motive. Dispatch offers flexible tools to create jobs individually or in bulk, making it easy to assign work and keep operations moving smoothly.

Overview

Motive Dispatch enables fleet managers to create and manage jobs based on their workflow needs quickly.

  • Flexible job creation: You can add individual jobs manually or import many at once, depending on your dispatch process.
  • Customer management: Easily choose an existing customer or add a new one directly from the job creation screen.
  • Seamless imports: Use CSV files from your order management system to upload multiple jobs in just a few steps.
  • Time savings: Reduce repetitive work and accelerate job scheduling with simplified tools and bulk upload options.

Creating an individual job

You can create a new job manually from the Fleet Dashboard:

  1. In the Fleet Dashboard, go to Dispatch in the left-hand side menu.
  2. Click Create Job.
  3. Search for the customer name or choose from the existing customer list.
    • If the customer isn’t listed, enter their details in the job form. Motive automatically saves the information as a new customer for future use.
  4. Select the Job Type from the dropdown. Enter the job details, including pickup and drop-off locations, times, and special instructions.
  5. Click Save to add the job to your dispatch schedule.

Importing multiple jobs in bulk

For larger volumes of jobs, you can import them in bulk using a CSV file.

  1. In the Fleet Dashboard, go to Dispatch > Jobs.
  2. Click Import Jobs.
  3. Download the CSV template or use your own CSV file with the correct column headers. File can contain 3 types of dispatch content:
    • Un-assigned jobs (need location, date, and job type) - User can then route and assign the jobs in Fleet Dashboard.
    • Un-assigned routes - If jobs have a matching route name and date, they will be created as a route, and the user can then schedule/assign routes in the Fleet Dashboard.
    • Assigned routes - A route that also has a driver/vehicle assignment will be assigned to those resources.
    • For locations - If the user has existing locations in the Fleet Dashboard, only the location name is needed in the template; coordinates or address are needed as well.
    • The upload allows for duplicate line items.
    • If one job on a route fails, the whole route will not be uploaded. However, if a file contains 3 routes, 2 can upload and 1 can fail.
  4. Add your job details to the CSV. This can be exported from your order management system or entered manually.
  5. Upload the completed file.
  6. Review the import summary and fix any flagged errors.
  7. Click Import to add all jobs to your schedule.

FAQs

Can I edit job details after creation?

Yes, go to the Jobs list, select the job, and update its information.

What if my customer isn’t in the system yet?

  1. Enter the customer’s name, address, and contact details directly in the job form. 
  2. The system will automatically save this information as a new customer for future use.

Is there a limit to how many jobs I can import at once?

There’s no hard limit, but for best results, keep imports under 1,000 jobs per file.

What file formats are supported for imports?

Only Comma-Separated Values (CSV) files are supported for bulk uploads.

How can I check if my import was successful?

The import summary screen will flag any issues. Successfully added jobs will appear in your Jobs list.

Can I use data exported from another system?

Yes, as long as the column headers match Motive’s CSV template.

Was this article helpful?

Share this with others