Dispatch Software Requirements Worksheet
Document the dispatch rules, records, staff decisions, and reports your union needs before comparing dispatch software.
Dispatch software should match your union’s rules, staff habits, and reporting needs.
Use this worksheet to prepare the details that matter before a demo.
Dispatch requirements
| Area | What to confirm |
|---|---|
| Member eligibility | What status, skills, certifications, dues, location, or classification rules affect dispatch eligibility? |
| Availability | How do members mark availability, accept calls, refuse calls, or update status? |
| Out-of-work list | What order, reset, removal, reinstatement, and audit rules apply? |
| Job calls | What information does staff need for contractors, jobsites, shifts, start dates, skills, and notes? |
| Referrals and refusals | How are referrals, refusals, no-shows, callbacks, and exceptions tracked? |
| Assignments | Who approves assignments, what gets recorded, and what notifications are needed? |
| Contractor communication | How do contractor requests arrive, and what follow-up needs to be visible? |
| Reporting | What dispatch reports do staff, officers, contractors, or committees need? |
Demo test script
Use it before the demo
- Create a job call with qualifications, notes, contractor details, and reporting fields.
- Move members through availability, referral, refusal, assignment, and outcome statuses.
- Show how staff handle an exception without losing the audit trail.
- Generate the reports your dispatch team uses now.
- Show how dispatch connects to member records, messaging, files, and officer reporting.
Where Union Impact fits
Connected Union Impact paths
- Dispatch Management – Review Union Impact dispatch workflows.
- Digital Out-of-Work List – Review out-of-work-list support.
- Union Dispatch Software Demo – Preview common dispatch workflows.
- Union Buyer Tools – Checklists, worksheets, and planning tools for union technology decisions.
- Union Impact Software Modules – Member records, dues, dispatch, grievances, files, reporting, and communication.
- Website Design and Hosting – Union website planning, launch support, hosting, forms, and ongoing updates.
- Schedule a Demo – Bring your checklist, worksheet, or current vendor questions to a focused demo.
Keep the worksheet tied to real work
Use current workflows
The strongest answers come from the forms, spreadsheets, reports, files, and member requests your team handles today.
Bring real examples to the demo so the review stays grounded in daily union operations.
Route the request clearly
Choose software demo, website project, migration or replacement, managed IT support, competitor alternative, or not sure yet in the form.
That helps Union Impact route the request to the right review path after submission.
Dispatch Software Requirements Worksheet for practical union planning.
Built for staff, officers, and decision makers
Turn planning notes into a focused Union Impact review
What your team should leave with
Clearer requirements
A useful tool should help your team list current workflows, missing information, ownership questions, and next actions.
That gives officers and staff a cleaner way to compare vendors, scope a project, or prepare for migration.
- Current workflow and pain points.
- Required forms, reports, files, and access rules.
- Launch, migration, or support questions.
- Recommended next step for a focused demo or review.
Better vendor conversations
The goal is not to make the checklist complicated. The goal is to make the sales call more useful.
If your union can explain what has to work on day one, the demo can focus on fit instead of generic features.
Dispatch Software Requirements Worksheet Building Blocks
Rules
Captures eligibility, availability, and list logic.
Records
Keeps calls, referrals, refusals, and assignments connected.
Exceptions
Plans how staff handle unusual dispatch decisions.
Communication
Links dispatch to member and contractor follow-up.
Reports
Defines what leaders and staff need to see.
Audit trail
Keeps decision history visible.
After you submit
Request routing
Your request is routed by the request type selected in the form: software demo, website project, migration or replacement, managed IT support, competitor alternative, or not sure yet.
Add short notes about your current system, current website, pain points, timeline, and the decision you need to make.
Focused follow-up
Union Impact can use the worksheet details to focus the next conversation around the right modules, website scope, migration path, support needs, or competitor comparison.
Do not paste passwords into the form. Secure access sharing should happen through a separate follow-up path.
What to watch for
Decision support
Dispatch software should make staff decisions clearer, not just digitize a spreadsheet.
Ask vendors to show real exception handling, audit trails, list rules, and reports before accepting a generic dispatch demo.
Next step
Use the form on this page to send the request type that fits best. If you are not sure, choose not sure yet and describe the workflow you want to improve.
The most useful submissions include current tools, current pain points, required forms or reports, and the decision your team needs to make.
Related next steps
- Dispatch Management – Review Union Impact dispatch workflows.
- Digital Out-of-Work List – Review out-of-work-list support.
- Union Dispatch Software Demo – Preview common dispatch workflows.
- Union Buyer Tools – Checklists, worksheets, and planning tools for union technology decisions.
- Union Impact Software Modules – Member records, dues, dispatch, grievances, files, reporting, and communication.
- Website Design and Hosting – Union website planning, launch support, hosting, forms, and ongoing updates.
- Schedule a Demo – Bring your checklist, worksheet, or current vendor questions to a focused demo.