Making the Most of the New Dispatch Grid: Optimizing Your Workflow

In our previous blog post, we walked through how to configure your dispatch grid, including how to manage columns, adjust widths, and organize your layout so it reflects how your team works.

In this post, we’ll focus on optimizing your grid for specific parts of your workflow, such as group management, billing, and other day-to-day operational tasks.

If you haven’t configured your grid yet, review the setup guide before using presets and tabs to optimize workflow.
Read the setup guide →

• Create saved filtered views with presets
• Organize presets into tabs for faster access
• Set default views for repetitive daily workflows
• Build practical views for payments, affiliates, VIPs, and vehicle-specific operations

Presets vs. Tabs: When to Use Each

How to Build a Preset for Faster Daily Review

Presets allow you to save a filtered view of the dispatch grid so you can quickly focus on a specific set of reservations without rebuilding the same filters each time.

Step 1

Open Filters and define your criteria

Click the Filters button at the top of the dispatch grid. You can also click the caret next to Filters and select Open/Close Filters. Then choose the field, operator, and value you want to use.

Open the filter panel

Choose the filter criteria

Step 2

Add more filters if needed

If needed, click + Add Filter to apply additional filters and create a more focused working view.

Layer filters to narrow the results further

Step 3

Save the view as a preset

Once your filters are set, click Actions, select Save as New Preset/Tab, choose Preset, enter a name for the preset, and click Save.

Open the Actions menu

Name and save your preset

Step 4

Reuse the preset anytime

To use the preset later, click the caret next to Filters and select it from the preset list.

Access saved presets from the filter dropdown

How to Organize Your Workflow with Tabs

As you begin creating presets, you may find that certain views are used regularly for reviewing specific parts of your operation. Tabs allow you to keep those views readily available, making it easier to switch between them without searching through the full list of presets.

1. Click Actions at the top of the dispatch grid.
2. Select Save as New Preset/Tab.
3. Choose Tab from the drop-down list.
4. Enter a name for the tab.
5. Click Save.

Create a new tab

Tabs appear across the top of the grid for quick access

How to Keep Your Grid Organized Over Time

1. Click Filter Options at the top of the dispatch grid.
2. Select Manage Presets/Tabs.
3. Use the radio button to set the default preset or tab that loads when the grid opens.
4. Click the pencil icon to edit the name or configuration of an existing preset or tab.
5. Click the trash can icon to delete a preset or tab you no longer need.
6. Click Save to apply your changes.

Practical Ways Teams Use Presets and Tabs Every Day

Presets are useful when you want to quickly review a specific set of reservations using filters.

For example, you might create a preset that filters reservations by Status so it is easier to review trips that still require attention. Another preset may focus on Affiliate Name, making it easier to review farm-out trips and confirm affiliate driver or vehicle details.

You might also filter by Vehicle, Driver, or Type to see how trips are distributed for a given day. In other cases, filtering by Company, Passenger Name, or Occasion can make it easier to pull reservations associated with a specific client or event.

Best Practices for Building Presets and Tabs

See how Limo Anywhere helps operators organize reservations, billing, affiliates, and daily workflows in one place.