Trip Planning allows you to plan, schedule, and track long-distance moves directly within SmartMoving. That means you can group multiple long-distance moves together into one "trip" instead of sending each truckload separately.

You can track your customers' preferred pickup and delivery spreads, and even generate all the paperwork the drivers and crews need for every move in the trip.

IMPORTANT: An opportunity must be booked before it can be assigned to a trip.

Navigate to the estimate tab of the opportunity. Then, below the opportunity overview and action cards, click + Add Pick-up / Delivery Spread.

In the Pick-Up/Delivery Spread section, select the customer's preferred pickup and delivery options, including:

Note: These options save automatically once entered.

Navigate to Dispatch > Trips.

You'll see your trip is now located under Unassigned Long Distance Jobs.

Note: If you don't see your trip, be sure the correct branch is selected in the top right. If the Unassigned job is hidden on the page, drag the divider to shrink the Trips section.

To create a new trip to add your opportunity to, click Create Trip.

Note: In order to create a new trip, you must have a specific branch selected before you click Create Trip. "All branches" cannot be selected.

Enter the trip information into the fields. Only the Name field is required, so you can enter as much or as little data as you need. Then click Add New.

Once your trip is created, just drag and drop the opportunity under it.

You can print out a summary of the trip for the driver, so they know where they are picking up and where they are delivering to.

Click the job's menu icon. Then select Print.

On the page, the driver will see all of the details and have space available to write in trip notes and sign it.

Once the trip has been completed, click the job's menu icon. Then select Mark Closed.

On the pop-up, select Yes, Proceed.

Tip: If you want to see your closed trips, change the filter from Active to Closed.