Introduction
The Trips feature in Carrier TMS provides powerful tools for managing and organizing your trips effectively. With customizable trip statuses, detailed trip information, and advanced filtering options, dispatchers and carriers can streamline operations and maintain accurate records. This guide will walk you through the features and functionalities of the Trips page, helping you make the most of this tool.
Features of the Trips List
The Trips page in Carrier TMS is designed to provide comprehensive trip management with the following features:
Trip Status
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Planning: The trip is not assigned to a driver.
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Ready: The trip is assigned to a driver, but all loads are in a “new” status.
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In Progress: At least one load is in “picked up” or “delivered” status, but not all loads are delivered or in “new” status.
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All Delivered: All loads within the trip have been delivered.
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Completed: A manual status that can be set or unset at any time.
Dispatcher
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Displays the name of the dispatcher who created the trip.
Start/End
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Displays the trip’s starting and ending points.
Price
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Shows the total price of all loads within the trip.
Payment Status
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Driver Paid: Indicates the driver has been paid.
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Paid by Customer: Reflects payment received from the customer.
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Billed: Marks the trip as billed.
Options Icon
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Provides quick access to actions for managing the trip.
Filtering Options
The Trips page allows you to filter and sort trips using various criteria:
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Drivers: Filter trips by driver assignments.
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Dispatchers: View trips created by specific dispatchers.
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Trip Status: Select multiple statuses for more detailed filtering.
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Payment Status: Filter by payment status to monitor financial records.
Managing Trips
Below, we will show you how to manage your trips
Updating Trip Status
Mark as Completed
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To mark a trip as completed, click the Options icon and select “Set as Completed.”
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To remove this status, follow the same steps and deselect “Completed.”
Update Payment Status
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Use the Options icon to add or remove payment statuses, such as “Driver Paid” or “Paid by Customer.”
Filtering Trips
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Select the desired filters from the top of the Trips page, such as Drivers, Dispatchers, Trip Status, or Payment Status.
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Apply multiple filters simultaneously to refine your search.
Viewing Trip Details
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Click on any trip in the list to open its details page.
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Review information such as status, start and end points, price, and payment details.
Streamline Your Workflow
By using the Trips page in Carrier TMS, you can:
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Track trip progress with clear status indicators.
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Manage financial details using payment status updates.
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Assign and monitor trips efficiently with dispatcher and driver filters.
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Quickly locate trips using customizable filters.
Need Help?
If you have any questions or need assistance, our support team is here to help. Contact us via email at support@superdispatch.com, or click on the chat icon in the bottom right-hand corner of your screen to start a conversation. We look forward to assisting you!