Quick Start Guide

Setting Your Yard Address

1. Navigate to Settings → Company from the main menu.
2. Find the Yard Address field and enter your full street address.
3. Klau will geocode this address automatically—verify the pin on the map is accurate.
4. Click Save Changes to confirm.

Configuring Operating Hours

Set your typical dispatch window so Klau knows when drivers are available. This helps the optimizer schedule jobs within realistic time frames.

• Start Time: When your first driver typically leaves the yard (e.g., 6:00 AM).
• End Time: When drivers should be back at the yard (e.g., 5:00 PM).
• Days of Operation: Select which days you dispatch (Mon–Fri, Mon–Sat, etc.).

Adding Your Dump Sites

Dump sites are where your drivers take full containers. Adding these now enables Klau to calculate accurate routes and chain opportunities.

1. Go to Settings → Dump Sites.
2. Click Add Dump Site and enter the name and address.
3. Optionally set operating hours for each site—Klau will avoid routing there when closed.
4. Repeat for all dump sites you regularly use.

Assigning Default Trucks to Drivers

If a driver typically uses the same truck each day, you can assign it as their default. This saves time when publishing dispatches.

1. Open the driver's profile from Fleet → Drivers.
2. Find the Default Truck dropdown.
3. Select the truck they typically drive.
4. Click Save Changes.

Creating a Customer Record

1. Navigate to Customers from the main menu.
2. Click Add Customer.
3. Enter the Company Name (or individual's name).
4. Add a Primary Contact with phone and email.
5. Set any Billing Information if needed.
6. Click Create Customer.

Adding a Job Site

Once you've created a customer, add their job site where containers will be delivered.

1. From the customer's profile, click Add Site.
2. Enter a Site Name (e.g., "Main Office" or "Highway 42 Project").
3. Type the Address—Klau's autocomplete will suggest matches as you type.
4. Verify the pin on the map and adjust if needed by dragging it to the exact location.
5. Add any Site Notes (gate codes, access instructions, contact on-site).
6. Click Save Site.

Understanding Job Types

Creating a Job

1. From the Dispatch Board, click + Add Job.
2. Select the Customer and Site from the dropdowns.
3. Choose the Job Type (Delivery, Pickup, Swap, or Dump & Return).
4. Select the Container Size (10, 15, 20, 30, or 40 yard).
5. Set a Time Window preference:
   • Morning: Before 12:00 PM
   • Afternoon: After 12:00 PM
   • Anytime: No preference (most flexible for optimization)
6. Optionally set a Priority (Normal, High, or Urgent).
7. Add any Notes for the driver.
8. Click Create Job.

Using Auto-Optimize

1. Make sure you have at least one unassigned job in the Unassigned Pool on the left side of the board.
2. Click the Auto-Optimize button in the board header.
3. Klau will process your jobs and assign them to available drivers.
4. Watch as jobs appear in driver columns, sequenced for optimal efficiency.

Understanding the Optimization Score

After optimization, you'll see a Chain Score (0–100) that indicates how well Klau was able to optimize your routes.

Manual Adjustments with Drag-and-Drop

Klau's optimization is a suggestion, not a mandate. You can manually adjust assignments based on your local knowledge.

• Drag a job from one driver's column to another to reassign it.
• Reorder jobs within a column by dragging them up or down.
• Return to unassigned by dragging a job back to the Unassigned Pool.
• Klau recalculates ETAs instantly after every change.

Publishing to Drivers

Once you're satisfied with the route assignments, publish them to make them visible to your drivers.

1. Review all assignments on the board—check for any conflicts or issues.
2. Click the Publish button in the board header.
3. Drivers will receive SMS notifications with their job sequence for the day.
4. The dispatch status changes from Draft to Published.