Why Your Delivery Day Needs a Plan, Not a Group Text
Two trucks, twelve stops and a Saturday full of party start times. When the plan lives in a text thread, the first sign of trouble is a call from the customer. Here's what changes when every stop, every arrival time and every driver's route sit on one board.
Most rental companies plan a busy Saturday the same way. Somebody prints the weekend's orders, sorts them into a pile per truck, and texts each driver a list of addresses. It holds up until something moves: an order gets rescheduled, a rental truck joins for the weekend, a pickup lives on a sticky note. By Saturday morning the real plan is a group thread, and nobody can scroll it fast enough from the driver's seat.
Sound familiar?
One Order, Two Trips
Every Order Is Already Two Stops on the Board
A delivery order isn't one job. It's a drop-off before the party starts and a pickup after it ends, often on a different truck and a different run. When you plan from a printed list of orders, the pickups are the half that goes missing.
The Delivery Planner starts from the orders you already have. Every order with the Delivery method becomes two stops: a delivery on the event start day and a pickup on the event end day. You never type an address in. Client pickups, quotes, cancelled orders and completed orders stay off the board, so everything on it is work a truck actually has to do.
Each day you deliver gets its own plan. A new plan can bring over the trucks, drivers and start times from your most recent one, so a regular Saturday starts with the trucks already in place. Stops are never copied: they always come from that day's orders.
Then you build the routes where you can see them, on the map. Click a pin and the planner lists your trucks by how close each one's nearest stop is, measured in a straight line, closest first. Pick a truck and the stop goes in right after that nearest stop. You can also drag a stop onto a truck, or click the numbered square for a truck on the stop's card.
Arrival Times
Catch the Late Stop Before the Truck Leaves
A printed list can't tell you that six stops, in this order, won't all make their start times. Nobody adds up the drive between each stop and the half hour of setup at every one, so you find out at 11:15, from the customer.
A Timed truck has a start time. Press Recalculate and every stop gets an arrival time, worked out from traffic-based drive times between the stops, the setup or takedown minutes at each one, and the drive back to the depot. Any delivery that would arrive after its event starts is flagged late, in red, while you can still fix it.
In the example, T1 leaves at 7:00 AM with six deliveries. Daniel Brooks went on last, and his party starts at 11:00 AM. Recalculate puts the castle at his door at 11:17 AM. Drag him up to third, recalculate, and he gets it at 8:52 AM, with nothing late on the truck: 6 stops, 7:00 AM to 12:00 PM, 50 miles.
Not every run needs a clock. Evening pickups after the parties end only need a sensible order. Make that truck Flexible and it keeps its stop order with no times. Optimize order puts its stops in the shortest drive, and Undo puts your order back if you preferred it.
Load-Out
The Truck Leaves With the Right Gear
The route is half of what a driver needs. The other half is in the back of the truck: blowers, cords, stakes for the lawns and sand bags for the driveways. Load that from memory and something stays on the shelf.
Every truck gets a route sheet: one page with its stops in order, each arrival time, the customer's name, phone and address, and the items for each stop. At the top is the LOAD LIST, which adds up the setup items for every delivery on that truck. Each order's items are matched to its setup surface, the same way the Packing Slip does it, then totalled once for the whole run. A pickup truck's sheet lists what to bring back. There are no prices anywhere on it.
When an order has no surface set, the sheet doesn't guess. It names the stop and the items it left off, and the stop itself tells the driver to check with the customer. Someone can call ahead before the truck leaves, instead of after it arrives. The load list comes from your products' setup items, so the more of your catalog has them, the more complete it is.
On the Road
Each Driver Gets Their Route, Not the Whole Thread
A group text sends every driver every message. The Delivery Planner gives each driver their own route. Drivers sign in on their phone with their own login and see only their own trucks: Today, Upcoming and Recent, the last 7 days.
Nothing reaches a driver until you publish. Publishing locks the plan, so the route a driver is following can't change under them halfway through the morning. Need to move a stop? Unpublish, change it and publish again.
At each stop the driver has what the office would otherwise be texting. Navigate opens Apple Maps or Google Maps, Call rings the customer, and the stop lists its items, setup items, surface and notes. The driver can add up to six photos of the setup, then tap Mark delivered or Mark picked up, with an Undo for the rest of the day if they tapped too soon.
Money works the same way. Drivers see the balance due and what's been paid so far, never your prices or totals. On the day of the route they can record a cash or check payment, up to the balance due. If the customer paid by Zelle, Venmo or Cash App, or will pay the office, the driver leaves a note for the office instead.
From the Office
The Office Gets the Receipts Without Calling Anyone
On a group-text Saturday, you find out a stop is done when the driver remembers to say so. With the planner, the driver's tap is the record.
When Marcus marks Priya Shah's delivery done, her order on the Orders page shows it on its route chip: ✓ Delivered 10:41 AM. The Route card on the order says who delivered it. The $180.00 in cash appears in Payment Information like any other payment, and Invoice History lists both the payment and the delivery under Marcus Reed's name. Today's published plan picks up done stops within about a minute, so the board counts them as the morning goes: 5 of 6 done.
At the end of the day, count the cash and checks each driver hands in against Invoice History, where every payment they recorded carries their name.
Payments
Who It's For
Built for the Weekends You Run More Than One Truck
With one truck and a short day, a list in your head may be all you need. The Delivery Planner earns its place once two or more trucks are out on the same day, and most of all on the peak weekends when you rent another truck to keep up.
- Two or more trucks on busy days, each with its own driver and its own route
- A rented truck for a peak weekend, added to that day by name (a U-Haul, say) without saving it to your fleet
- Your own trucks saved to a fleet if you want them, with unit number, description, plate and a colour that follows the truck on the board and the map. The fleet is optional.
- No limit on trucks, and one driver can run two in a day: a morning delivery run and an evening pickup run
- Drivers who should see their stops and the balance due, and nothing else in your back office
Available as an Add-On
What the Delivery Planner Does for You
The Delivery Planner is an add-on to your Party Rental Studio account. It opens from the Orders page and works from the orders you already take.
Every Stop, Already There
Each delivery order becomes a delivery and a pickup on the right days. Nothing to type in.
Routes Built on the Map
Click a pin and pick the truck with the closest stop, or drag stops where you want them.
Arrival Times With a Late Flag
Traffic-based drive times plus setup minutes, and a red flag on any delivery that misses its start.
Route Sheets With a Load List
One page per truck: stops, times, customers and the setup items to load. No prices.
A Driver App on Every Phone
Navigate, call, add photos, mark stops done, and record cash or check up to the balance due.
Receipts on the Order
Done times and driver payments land on the order and in Invoice History under the driver's name.
Put Saturday on One Board
Already on Party Rental Studio? The tutorial walks you through your first plan, from planner settings to the driver app, in about 15 minutes. Want the Delivery Planner on your account? It's listed with the other add-ons on our pricing page.
Already a customer? Party Rental Studio support can turn the Delivery Planner on for your account.