Available in Editions: All Editions

Create Trips

- Permission Required: Trips

- Find out the Edition-specific limits for Trips.

1. Select Trips from the Workforce menu and click Create.
   
2. Perform the following actions, then click Create:
   
1. Select an Appointment for which you want to create a trip.
   
2. Select the Service Resource for whom you want to add the trip details.
   All the service resources assigned to the appointment will be listed here.
3. A Start Time for the trip
   
4. An End Time for the trip
   The duration of the trip will be displayed at the bottom of this field.
5. The Distance Travelled during this trip.
   The unit used here will be the one that is set in the Organization Profile page.
6. A Description for the trip.

Edit Trips 

1. Select Trips from the Workforce menu.
   
2. Click on the trip you want to edit and click Edit.
   
3. Make the necessary changes and click Save.
   You can also delete the trip.

Note: If you edit a trip that was added from the mobile app, then the location data (Map view) in it will be lost.

While creating, or editing a trip of a service appointment that is assigned to a particular service resource, if its hours is in conflict with existing trips of the same service appointment assigned to the same service resource, an error message will be displayed, as shown in the below screenshot. Click on the trips mentioned in the message and resolve the conflicts.

View Trips 

Overview

Timeline

Map View