Overview
Trip Planning allows you to group multiple booked long-distance opportunities into a single trip. This makes it easier to plan routes, assign trucks and drivers, track progress, and generate trip documentation for crews and drivers.
Before You Start
Opportunities must be booked before they can be assigned to a trip.
Pickup and delivery spreads must be defined on each opportunity.
Step 1: Update the Opportunity
Open the opportunity.
Go to the Estimate tab.
Below the opportunity overview and action cards, click Add Pick-up / Delivery Spread.
Enter the customer’s preferred:
First available date
Last available date
Preferred time
Window
Step 2: Create a Trip
Go to Dispatch > Trips.
Locate the opportunity under Unassigned Long Distance Jobs.
Click Create Trip.
Note:
A specific branch must be selected before creating a trip.
“All branches” cannot be selected.
Enter trip details as needed.
Only the Name field is required.
Click Add New.
Step 3: Assign the Opportunity to the Trip
When creating or editing a trip, you can assign trucks and drivers directly on the trip.
Use dropdowns to select from available fleet and crew resources.
Start typing to filter results.
Assign multiple trucks or drivers if needed.
You can also manually type a truck or driver name if the resource is not listed.
📌 Note: Manually entered values are not linked to managed resources and display a warning indicator.
💡 SmartTip: For details on configuring fleet and crew resources, availability tags, and capacity behavior, see How to Assign Trucks and Drivers in Trip Planning Using Resources.
Step 4: Assign Opportunities to the Trip
Once the trip is created:
Drag and drop the booked opportunity under the trip.
Repeat for additional long-distance opportunities as needed.
Step 5: Share with the Driver
You can generate a printable summary of the trip for drivers and crews.
Click the job’s menu icon.
Select Print or View Document.
The Trip Planning document includes:
Trip details
Assigned jobs
Pickup and delivery information
Driver name
Space for notes and signatures
Editing the Trip Planning Document Template
The Trip Planning document is not system-locked and can be edited.
To customize the document template:
Go to Settings > Forms and Documents > Document Library.
Open the Trip Planning document.
Make changes to the text or layout as needed.
Save your changes.
By default, this document matches the system template, so no changes are required unless you want to customize it.
Regenerating the Trip Document
If you update the Trip Planning document template after a trip has already been created, the document must be regenerated to reflect your changes.
To regenerate:
Click the trip's menu icon.
Click Regenerate Document.
View or print the updated version.
Important:
Regeneration is only required for existing trips.
Newly created trips automatically use the latest document version.
Step 6: Complete the Trip
When the trip is finished:
Click the job’s menu icon.
Select Mark Closed.
Confirm by selecting Yes, Proceed.
💡SmartTip: To view completed trips, change the filter from Active to Closed.
Best Practices
Define pickup and delivery spreads before trip creation.
Use resource-based assignment to reduce conflicts.
Review warnings before saving overlapping trips.
Keep trip documentation consistent for drivers.