How to use a 10-point delivery management system checklist for dispatchers
As a dispatcher, if your day starts well but always ends with missed targets and unexpected trouble, the problem isn’t with your team’s efforts; it is the process itself that is hard to control. But, there is an easy solution to this issue.
A modern delivery management system brings discipline to data, planning, execution, and proof. With its implementation, it results in predictable ETAs, fewer failed first attempts, and tighter SLA compliance without worrying about overtime.
Use this 10-point checklist to improve your operations, covering everything from order intake to billing. This will help you pinpoint process gaps that cause delays, errors, and unnecessary problems that can be easily avoided.
Why A Delivery Management System is Important
Even small inefficiencies result in overtime, missed ETAs, and dissatisfied customers. A delivery management system clears the confusion by ensuring control in all the steps involved.
When the correct system is in place, dispatchers do not only respond to issues; they prevent them. This results in predictable operations, happy drivers and cost reduction.
An efficient delivery management system provides:
Reliable planning: Orders are checked early, routes are planned after considering capacity and depot constraints, and assignments are made based on the skills of the drivers.
Accurate implementation: Live GPS tracking, traffic adjusted ETAs and wave dispatch assists in ensuring service levels and minimizing the necessity of expensive rescues.
Better compliance: Proof-of-delivery workflows and SLA monitoring can be adjusted to ensure your operation is audit-ready without additional work by the administration.
Reduced operating costs: This balanced capacity planning prevents overtime, multi-depot routing helps in reducing empty miles, and smart rescues minimize disruption.
Better customer experience: Clear communication and consistent first-attempt success is a source of trust and reduces complaints from customers.
Rather than spending time after the end of the day chasing delays, dispatchers on a delivery management system get a smoother route, more productive stops per hour, and significant improvements in SLA compliance.
The 10-Point Delivery Management Checklist
Clean Order Intake and Data Quality
Planning falls apart when orders arrive late or incomplete. Before anything else, validate the handoff from POS/WMS so dispatch doesn’t inherit bad data and drivers don’t discover missing access details at the door.
Enforce cut-off times and reject orders that miss required fields (unit/apt, phone, service time, handling).
Normalize formats (phone, addresses) to prevent mismatches down the line.
Auto-flag exceptions for review so planners don’t route blind.
Smarter Addresses and Access Details
Urban regions make vague addresses hard to find. Getting to the correct entrance quickly determines first-attempt success more than speed between stops.
Store geocoded drop points and building/entrance waypoints, not just street addresses.
Capture access instructions (gate codes, intercom names, concierge hours); make them mandatory for known buildings.
Maintain a library of common sites so new drivers inherit proven directions.
Constraint-Aware Route Planning (Multi-Depot)
Even strong drivers can’t outrun a weak plan. Optimizations must respect depots, windows, and equipment realities or you’ll pay for it in mid-day adjustments.
Use multi-depot routing to source orders from the correct origin and reduce deadhead miles.
Model constraints: time windows, priorities, cold chain, vehicle dimensions, and parking rules.
Favor territory zoning when variability is high; relax it when density is uniform.
Balanced Driver Scheduling and Assignments
Balanced work prevents early fatigue and late-day slip ups. Scheduling and capacity planning should anticipate spikes and align people, vehicles, and stops accordingly.
Build shift templates and reserve/relief coverage for predictable peaks.
Calibrate capacity by pieces, weight, and service time, not just stops.
Make route assignments by skill/vehicle match (e.g., apartments, liftgate, cold chain) to reduce exceptions.
Live GPS Tracking and Accurate ETAs
Static ETAs are not easy to trust; recalculation keeps promises realistic and actionable. Mid-route visibility lets dispatch act before windows slip.
Stream GPS continuously and recalculate ETAs after each stop rather than on a fixed time.
Track the gap between promised and actual ETAs, and step in when delays get too big.
Beans Route provides traffic-adjusted ETAs and variance alerts so dispatch can intervene early.
Customer Notifications & Transparency
Clear and timely notifications deflect WISMO calls and increase satisfaction. Messaging should follow the actual route state, not yesterday’s plan.
Trigger pre-arrival, “next stop,” and delay messages from live ETAs, not static schedules.
Offer a branded live tracker and simple opt-in/opt-out preferences.
Beans Route enables SMS/email flows tied to real-time progress, reducing inbound volume and setting accurate expectations.
Dynamic Rescue and Re-Optimization (Including Wave Dispatch)
Breakdowns, sick calls, and traffic can happen any time; the real question is how fast you can recover. Rescue should be data-driven and minimally disruptive.
Rank candidates by proximity, remaining capacity, windows, and impact on the receiving route.
Support mid-day wave dispatch adjustments when new volume arrives or priorities change.
Beans Route suggests the best rescue options and performs immediate re-optimization, allowing one-tap handoffs that keep the network stable.
Apartment and Secure-Building Deliveries
Not being able to access a building is what reduces first-attempt success rates. Standardized building procedures help new drivers perform like veterans.
Define steps per building type (lobby, locker, concierge, freight elevator) and capture wait times.
Prompt for specific photo angles (door plus parcel) and intercom notes to prevent repeat attempts.
Beans Route shows saved waypoints and access prompts at arrival, cutting door-finding time and reducing failed first attempts.
Compliant Proof of Delivery
POD must satisfy clients and regulators without slowing down the route. Configurable rules by service level prevent both over-collection and under-collection.
Use photo + barcode as the default; add signature for high-value goods; add ID/age or temperature for regulated or cold-chain items.
Block completion when required items are missing, capturing exceptions with reason codes.
Beans Route enforces the right POD bundle per stop type and produces audit-ready logs without extra back-office work.
SLA Reporting, Billing, and Integrations
What you can’t see, you can’t improve, or invoice cleanly. Close the loop with accurate metrics and reliable exports.
Track SLA percentage, first-attempt success, rescues per 100 routes, OT hours/route, and access-point dwell.
Reconcile stop data to ERP/WMS/Billing via API to reduce disputes.
Beans Route provides dashboards and scheduled exports, keeping operations and finance aligned and ensuring SLA compliance.
How Beans Route Helps
ETAs & visibility: Live GPS and traffic-adjusted ETAs power accurate notifications and early exception alerts, reducing missed windows and inbound calls.
Smart rescue: Ranked rescue candidates with one-tap reassignment and instant re-optimization shorten recovery time and lower overtime.
Apartment workflow: Saved waypoints and access prompts reduce door-finding and intercom delays, improving first-attempt success.
Compliant POD: Enforced photo/barcode/signature combos with age/temperature options meet client and regulatory requirements without slowing drivers.
Reporting & integrations: Ready-to-use dashboards and API exports align ops and billing, cutting dispute cycles and improving SLA proof.
The Next Step
A disciplined delivery management system eliminates surprises by tightening each link in the chain: clean orders, intelligent addresses, constraint-aware planning, balanced schedules, real-time execution, and airtight proof. Add the capabilities above, especially live ETAs, dynamic rescue, building workflows, compliant POD, and integrated reporting, and you’ll see fewer rescues, steadier ETAs, and cleaner billing with less overtime.
If you’re ready to turn daily issues into predictable performance, book a Beans Route demo and see how these controls fit in your operation.
FAQs
How many stops per route before ETAs degrade? For dense urban routes, performance often dips past a threshold tied to service time variance and access delays; adjust with capacity planning, not just more stops.
What’s a good rescue threshold? If 5-8% of routes need rescue every week, the plan is off. Use rescue for rare exceptions, not routine fixes.
How do I handle missing apartment access info? Block planning on incomplete addresses. Require notes/waypoints before route release and let drivers add/confirm access data to improve the master record.
Which POD combo satisfies audits without slowing drivers? Photo + barcode is fast and audit-proof for most non-restricted parcels. Add signature for high-value; add ID/age or temperature for regulated or cold-chain deliveries.
When should I split a dense zone into sub-territories? When sub-territories exceed target or rescue frequency stays high despite balanced loads. Smaller territories reduce variance and improve ETA predictability.
