Loading Dock

The Loading Dock module streamlines delivery operations by replacing manual logs with digital processes, centralizing dock activity through digital scheduling, driver and vehicle check-in, license plate scanning, and Certificate of Insurance verification.

Overview

Loading Dock benefits both staff and vendors. Staff process deliveries faster and gain visibility into dock activity, while vendors experience a smoother arrival process. The module captures driver, vehicle, and delivery details in one place so building teams can track who is on site and what they are delivering.

Key benefits

• Streamlined operations through digital pre-scheduling and iPad check-ins.
• Enhanced tenant experience with on-time deliveries and minimal disruptions.
• Greater visibility and insights via real-time dashboards and reports.
• Increased staff efficiency by reducing manual paperwork.
• Improved compliance and risk reduction through COI status visibility.
• Stronger building security via license plate scanning and centralized tracking.

Get started

Follow these steps to check in a driver and record a delivery.

1. Navigate to Visitor Management and open the Vendors tab.
2. Search for the vendor company the driver represents.
3. Review and confirm that an active Certificate of Insurance (COI) is on file.
4. Click Check in to begin driver check-in.

Capture driver information

During check-in, capture the driver's identity and vehicle details:

1. Click Scan LP to capture the license plate number.
2. Click Scan ID to capture the driver's first and last name.
3. Click the pencil icon on the Photo field to capture the driver's photograph.
4. Select the carrier company from the Vendor company dropdown.

Capture delivery information

Record what is being delivered and who it is for:

1. Select the Delivery type — either Drop off or Service.
2. Select the Tenant company for the recipient.
3. Enter the recipient's name.
4. Select the Floor and Suite.
5. Choose the Package type from the dropdown options.
6. Enter the package quantity.
7. To record more than one package type, click + Delivery to add another line.
8. Enter any Special instructions.
9. Save the visit and check in or print the badge.

Package types

The Package type dropdown offers the following options: