Dispatch a Payload with Custom Fields in the TruckIT Portal

Use this article to dispatch a payload that includes custom fields in the TruckIT Web Portal.

Custom fields allow your team to capture additional information during dispatch. If a custom field is set to show on the Dispatch screen, users can enter the required information before assigning trucks and saving the job.

Before you begin

Make sure you are logged in to the TruckIT Web Portal.

You may need permission to view projects and dispatch jobs. If you do not see Projects and Sites, Dispatch, custom field inputs, or Save Job, contact your company administrator or TruckIT Support.

Before dispatching a payload with custom fields, confirm:

• The project has already been created
• The payload has already been added to the project
• The custom field has been added to the payload
• The custom field is visible on the Dispatch screen
• You know what information should be entered in each custom field
• The correct trucks are available for assignment

Dispatch a payload with custom fields

2. Select the project you want to dispatch. 

3. Find the payload you want to dispatch.

4. Click Dispatch. 

If custom fields have been added and set to show on dispatch, they will appear on the dispatch screen. 

5. Click into the custom field. 

6. Enter the required information.

7. Review the custom field value for accuracy.

8.  Drag the truck into the dispatch area to assign it to the job. 

9. Review the dispatch details.

10. Click Save Job.

The job is now dispatched with the custom field information included.

What to enter in custom fields

The information you enter depends on how your company uses custom fields.

Common examples include:

• Cost rate
• Billing code
• Purchase order number
• Customer reference number
• Job phase
• Material code
• Internal tracking code
• Inspector note
• Special project requirement

Enter the information exactly as your team expects to see it later in dispatch review, ticket review, reporting, billing, or reconciliation workflows.

If the custom field does not appear

If you cannot see the custom field on the dispatch screen, the field may not be enabled for dispatch visibility.

A Company Admin should:

1. Go to Settings.
2. Select Custom Fields.
3. Find the custom field.
4. Enable the Show on Dispatch toggle.

Only Company Admins can see and edit Permissions and the Show on Dispatch toggle.

When to use custom fields during dispatch

Use custom fields during dispatch when your team needs to capture information before the job is sent.

This is useful when:

• Dispatchers need to enter project-specific details
• Billing or reporting needs additional values
• A customer requires a reference number
• The job needs an internal tracking code
• A payload needs cost, rate, or accounting details
• The information should be attached to the dispatched job

Best practices for dispatch custom fields

Keep custom field values clean and consistent.

Recommended best practices:

• Confirm the custom field is visible before dispatching.
• Enter custom field values before assigning and saving the job.
• Use consistent formatting across projects.
• Avoid leaving required operational fields blank.
• Review values before clicking Save Job.
• Coordinate with billing or reporting teams before entering rate or accounting fields.
• Ask a Company Admin to review field settings if dispatchers cannot see the field.

Troubleshooting

I do not see the custom field on the dispatch screen

Ask a Company Admin to check Settings > Custom Fields and confirm that Show on Dispatch is enabled for that field.

I cannot edit Show on Dispatch

Only Company Admins can see and edit the Show on Dispatch toggle.

I entered the wrong custom field value

If the job has not been saved yet, update the value before clicking Save Job. If the job has already been saved, edit the job if your permissions allow it.

I cannot save the job

Confirm all required dispatch fields are complete, including project, payload, truck assignment, date, time, and any required custom field values.

The custom field exists but is not attached to the payload

Add the custom field to the payload first, then return to the dispatch workflow.

Frequently asked questions

Where do custom fields appear during dispatch?

Custom fields appear on the dispatch screen when they have been added to the payload and set to show on dispatch.

How do I enter a custom field value?

Click into the custom field on the dispatch screen and type the information you need to add.

Who can make a custom field show on dispatch?

Only Company Admins can manage the Show on Dispatch toggle.

What should I do if the field is missing?

Go to Settings > Custom Fields and enable Show on Dispatch, or ask a Company Admin to do it.

What happens after I click Save Job?

The job is saved with the truck assignment and the custom field information entered during dispatch.