01 · Operations
The Dashboard That
Runs Your Day
Your facility dashboard is a live command center — not a static summary. Every widget streams updates as things happen on the dock, so your team always sees the current state of the operation without refreshing the page.
Live Appointment Summary
Today's scheduled, in-progress, and completed appointments at a glance. Counts update the moment a status changes.
Arrivals Activity Feed
A streaming feed of who has checked in, who's been assigned a door, and where each truck is in the workflow right now.
Open Exceptions Alert
Any check-ins that didn't match cleanly — wrong reference, outside window, duplicate — are flagged immediately so your gate team can act before the driver sits idle.
Urgent
Upcoming Appointments
See what's booked for the next few hours so you can anticipate door turnover and prepare the dock floor in advance.
Dock Occupancy at a Glance
A quick-read view of how many doors are active, open, or on hold across the location right now.
12
Scheduled
4
In Progress
2
Exceptions
Werner Enterprises
REF-4821 · Door 03 · Inbound
XPO Logistics
REF-4822 · Awaiting Door · Outbound
Estes Express
REF-???? · No match found
02 · Operations
Scheduling That
Becomes Operations
An appointment in Yardo isn't just a calendar entry. It's a live operational record that tracks the truck from booking through check-in, dock work, and completion — with every status change visible to your whole team in real time.
Key Insight
Every appointment carries a full lifecycle. Scheduled → Checked In → In Progress → Work Complete → Closed. Your team sees exactly where each truck is at any moment — no radio calls, no guessing.
Create Appointments
Set the carrier, reference numbers, time window, expected door, and any instructions or notes. Facility staff can schedule directly or approve carrier-submitted bookings.
Reschedule & Cancel
Move appointments to new time slots with a reason captured. Cancel with a note. Carriers are notified automatically through their portal so there's no manual communication needed.
Attach Documents
Required documents — bills of lading, insurance certs, hazmat declarations — can be attached directly to an appointment and reviewed before the truck arrives.
Message on the Appointment
Every appointment has a message thread between your facility team and the carrier. Keep all communication tied to the appointment — no digging through email.
Live Status Tracking
Watch appointments move through the operational lifecycle in real time. Any team member on any screen sees the same current state without needing to refresh.
Configurable Per Location
Each facility location can have its own scheduling rules, capacity constraints, and booking windows. What works for your distribution centre doesn't need to apply to your cross-dock.
Appointment Lifecycle
Scheduled
Checked In
In Progress
Work Complete
Closed
03 · Operations
Arrivals Queue &
Exception Control
The arrivals queue is your gate team's control panel. Every driver who checks in appears here in real time — with their appointment details, status, and any flags that need attention. Your gate team acts from this screen, not from radio calls or clipboards.
Real-Time Arrivals Feed
The moment a driver checks in — by link, QR, or kiosk — they appear in the queue. No delay, no manual entry. Your gate team sees them before they reach the booth.
Door Assignment
Assign any available door to an arriving truck directly from the queue. The driver's appointment updates instantly, and the dock status board reflects the change.
Release to Dock
Once a door is assigned and the truck is cleared, gate staff release the truck to dock with one action. The dock team is immediately notified on the status board.
Holds
Place a hold on any truck that isn't ready to be released — missing paperwork, early arrival, capacity not ready. Holds prevent the truck from cluttering the dock queue until you're ready to deal with it.
Gate
Exception Management
When a check-in doesn't match cleanly, an exception is created automatically. Your gate team resolves it — linking to the right appointment, updating details, or rejecting the arrival.
Critical
Exception Types
No MatchDuplicateOutside WindowMissing ReferenceWrong Facility
Ryder Transportation
REF-4821 · Checked in 2 min ago
XPO Logistics
REF-4822 · Checked in 8 min ago
Unknown Carrier
No reference · No match found
Werner Enterprises
REF-4824 · 45 min early
Estes Express
REF-4825 · Docs missing
04 · Operations
The Dock Board
Runs the Floor
Designed for the people physically at the dock — not planners at a desk. The dock status board gives everyone on the floor a single live view of every door, what's there right now, and what's coming next. Fewer radio calls. Less confusion. More trucks through the door.
Door-by-Door View
Every door in your location is shown with its current occupant, carrier name, reference, and work state. Scroll the full facility at a glance.
Progress Work States
Dock staff update the work state directly from the board — At Dock, Start Work, Complete Work. No separate system. No calls to the office to update a spreadsheet.
Floor Staff
Up Next Per Door
See which appointment is scheduled next for each door so you can plan staging, notify drivers waiting in the yard, and minimize door idle time.
Always Live
The board updates the moment anything changes — a truck is released to dock, a door is reassigned, or work is completed. Every screen shows the same live state.
Door 01Working
Ryder Transportation
REF-4821 · Inbound
Door 02At Dock
XPO Logistics
REF-4822 · Outbound
Door 03Open
Open
Next: Werner 2:30 PM
Door 04Working
Estes Express
REF-4823 · Inbound
Door 05En Route
Werner Enterprises
REF-4824 · Assigned
Impact
Facilities report significantly fewer dock-to-office radio calls after deploying the status board. The floor team has the information they need without asking anyone.
05 · Carrier Control
Carrier Directory
& Access Control
You decide which carriers can book at your facility, under what conditions, and how much control they have once they're in. Yardo's access policy system gives you a spectrum of options — from open self-scheduling to fully locked-down invite-only booking — per location.
Carrier Directory
A searchable directory of all carriers who have booked at or requested access to your locations. See their status, access tier, and booking history at a glance.
Access Requests
When a new carrier requests access to your facility, you review and approve or deny them. Approved carriers are added to your directory and can begin booking according to your policy.
Per-Location Policies
Each location can have a completely different access policy. Your high-security facility runs invite-only. Your open distribution centre allows verified self-scheduling. No compromise required.
Access Policy Modes
Mode
What It Means for Your Operation
Best For
Open
Any carrier can submit a booking without prior approval. Lowest friction, highest volume.
High Volume
Verified
Carriers verify their identity with a one-time code before they can book. Reduces anonymous submissions.
General Use
Allowlist Only
Only carriers you have explicitly approved can book. Everyone else is blocked at the door.
Controlled
Invite Only
Booking requires a valid invite link you issue. No link, no booking. Full onboarding control.
Secure
Hybrid
Trusted carriers get the fast path. New or unknown carriers face booking limits and manual review.
Flexible
Disabled
Portal booking is off. All appointments are created by your facility team only.
Internal Only
06 · Carrier Control
Invite Links —
Tight Onboarding Control
For invite-only facilities, Yardo gives you a purpose-built invite link system. Generate a link, send it to a carrier, and they can book without you needing to manually add them to an allowlist first.
Generate Invite Links
Create a link for a specific location. Set an expiry date and optionally limit the number of bookings it can be used for.
Time-Limited by Default
Every invite link expires. No stale links floating around giving permanent access to facilities you've since locked down.
Revoke Anytime
Revoke a link the moment a carrier relationship changes. The link stops working immediately, no manual access removal required.
Request → Approve → Invite Flow
Carriers can submit an access request from the portal. Your team reviews and approves it, then issues an invite link. A clean, auditable onboarding trail.
How It Works Together
1. Carrier submits an access request from the Carrier Portal.
2. Your team receives the request and reviews the carrier's details.
3. On approval, you generate and send a time-limited invite link.
4. Carrier clicks the link and can now book at your facility — within the access rules you've set.
2. Your team receives the request and reviews the carrier's details.
3. On approval, you generate and send a time-limited invite link.
4. Carrier clicks the link and can now book at your facility — within the access rules you've set.
07 · Carrier Control
Document Requirements
That Actually Work
Stop chasing carriers for paperwork on the day of delivery. Define what documents are required, when they're due, and let Yardo enforce it. Missing documents become visible exceptions before the truck ever pulls up to the gate.
Define Requirements Per Location
Each facility location can have its own document requirements. Tailor what's needed for a cross-dock versus a temperature-controlled facility without any crossover.
Due at Booking
Some documents must be uploaded when the carrier books the appointment. If they don't upload, the booking isn't complete. No surprises on arrival day.
Submission
Due Before Arrival
Other documents can be submitted after booking but must be in before the appointment window opens. Your team gets visibility on what's missing with time to follow up.
Pre-Arrival
Carrier Uploads from Portal
Carriers upload documents directly from the Carrier Portal, tied to the specific appointment. No email attachments, no document chain-of-custody confusion.
Missing Documents = Exceptions
If a carrier checks in without completing their document requirements, it surfaces as an exception in the arrivals queue so gate staff can hold the truck rather than discovering the issue at the dock.
Example Document Requirements
Bill of Lading
Required for all inbound appointments
Insurance Certificate
Carrier liability minimum $1M
Hazmat Declaration
Required when hazmat flag is set
Carrier ID / MC Number
Verified against FMCSA
08 · Communication
Messaging &
Driver SMS
Every piece of communication about an appointment stays attached to that appointment. No more digging through email threads to find out who told the carrier what. And with optional driver SMS, you can reach the person behind the wheel directly.
Appointment Threads
Every appointment has a dedicated message thread between your facility team and the carrier. Messages are tied to the appointment — not to an inbox — so context never gets lost. Both sides see updates in real time.
In-App Notifications
Facility users receive in-app notifications when something needs attention — a new exception, a carrier message, a document uploaded. A live notification stream keeps everyone current without constantly checking the dashboard.
Two-Way Driver SMS
On the Ops+ plan, reach drivers directly via SMS tied to their appointment. Send staging instructions, door assignments, delay notifications, or requests for missing information. Consent-managed and built to avoid abuse. Ops+ Plan
Why This Matters
Most facilities lose hours every week to email chains about appointment changes, missing documents, and gate instructions. Keeping all communication on the appointment eliminates that back-and-forth entirely.
09 · Planning · Optional Module
Equipment Planning
Built Into Scheduling
For facilities managing shared equipment — forklifts, clamp trucks, pallet jacks — Yardo ties equipment availability directly into your dock schedule. No separate system. No double-booking a forklift you don't have.
Equipment Categories with Capacity
Define equipment types and how many of each you have available at each location. Yardo knows your limits before a booking is made.
Reservations with Overbooking Rules
Set whether overbooking a piece of equipment warns the scheduler, blocks the appointment, or simply allows it. Different rules for different equipment types.
Configurable
Specific Asset Assignment
Optionally pin a specific physical asset — serial number, internal ID — to an equipment reservation, so the right forklift is always allocated to the right dock.
Maintenance Work Orders
Block equipment out for scheduled maintenance. Capacity is reduced automatically during the maintenance window — no manual coordination needed.
Maintenance
Utilization Reporting
See how often each equipment type is reserved versus available, where conflicts occurred, and whether you're over- or under-equipped for your appointment volume.
MonTueWedThuFriSatSun
78%
Avg Utilization
3
Conflicts This Week
12
Total Reservations
10 · Analytics
Data That Improves
the Operation
Every appointment, check-in, exception, and dock event generates operational data. Analytics turns that data into visibility — so you can see where time is being lost, which carriers are underperforming, and where your facility has room to grow throughput.
Appointment & Utilization Rollups
See total appointments, average dwell time, door utilization rates, and on-time arrival percentages across any time period. Filter by location, carrier, or appointment type.
Carrier Performance
Track which carriers are consistently early, late, or generating exceptions. Use this data in carrier conversations, access policy decisions, or contract reviews — backed by actual numbers, not anecdotes.
Exception Trends
See which exception types are most common, when they peak, and which carriers or time windows generate the most. Fix root causes instead of repeatedly patching individual incidents.
Time Series Views
Compare this week against last week, this month against last month. Spot throughput trends before they become problems and validate that changes you've made are actually working.
Export for Leadership
Export your operational data for reporting to ops leadership, sharing with carriers in QBRs, or loading into your own BI tools. Clean, structured exports that don't require manual cleanup.
Performance Benchmarking
Set targets for dwell time, on-time rates, and exception rates. Track performance against those targets over time so continuous improvement isn't just an aspiration.
11 · Administration
Settings &
Configuration
Every operational detail of your facility is configurable. Yardo is built to work the way your operation works — not the other way around. Settings are organized by what they control so you can find and change anything quickly.
Setting Area
What You Control
Who Can Change
Organization
Company name, logo, timezone, default settings that apply across all locations.
Admin
Locations
Add or configure facility locations — address, operating hours, doors, capacity constraints, and booking policies.
Admin
Doors
Define physical dock doors, their direction (inbound/outbound/both), capacity, and scheduling constraints.
Admin
Team
Invite team members, assign roles, manage permissions. Control who can see or change what across the facility.
Admin
Notifications
Configure which events trigger notifications, to whom, and through which channels. Exceptions, arrivals, booking confirmations.
Admin / User
Compliance & Audit
Full audit trail of who changed what and when. Access logs for carrier activity. Exportable for compliance reviews.
Admin
Billing
Manage your subscription plan, view invoices, update payment details, and access the billing portal.
Admin
12 · Administration
Roles &
Permissions
Yardo doesn't force everyone into one view. Each team member is assigned a role that gives them exactly what they need — nothing more, nothing less. The planner sees the schedule. The gate team sees arrivals. The dock floor sees the dock board.
Admin
Full Access
Manages all configuration, team members, billing, and policies. Has visibility into the full operation across all locations.
All settings & configuration
Team & billing management
Analytics & export
All operational modules
Planner
Schedule Focus
Builds and manages the appointment schedule, handles reschedules and cancellations, and oversees capacity planning.
Create & manage appointments
Reschedule & cancel
Carrier messaging
Document review
Gate
Arrivals Focus
Manages arriving trucks from check-in through dock assignment. Resolves exceptions and manages holds in the arrivals queue.
Arrivals queue
Door assignment
Exception management
Driver SMS (if enabled)
Yard / Dock
Floor Focus
Works from the dock status board. Progresses work states as trucks are loaded or unloaded. Visibility into the full yard without needing the full admin toolset.
Dock status board
Progress work states
Appointment view
Read-only on other modules
Custom Role
Flexible Access
Admins can define custom roles and assign one-off permissions to specific users. Mix module access, actions, and visibility controls to match how each team member actually works.
Create custom role templates
Grant one-off user permissions
Scope by module and action
Full permission flexibility