How to Create and Dispatch a Trip

Why This Matters to Your Business

Creating and dispatching Trips in Movegistics 5.0 ensures that all Work Orders for a truck and crew are grouped together in a logical, trackable route. This makes it easier to manage schedules, reduce drive time, and give your crew clear instructions. When Trips are dispatched correctly, you avoid missed assignments, late check-ins, and inefficient routing.

Use this workflow to ensure each Trip is built correctly and activated for same-day execution. 🛠️

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✍️ Step-by-Step: How to Create a Trip

1. Go to the Trips Module

Navigate to the Operations > Trips tab from the left-hand menu.

2. Click 'Create Trip'

This opens a new Trip creation window.

3. Enter Basic Details

• Trip Name (optional)
• Trip Date (should match the WO dates)
• Select Truck (required)
• Assign Primary Driver (required)
• You may optionally assign a Helper

🚨 Make sure the truck and crew are available on the selected date. Conflicts with other Trips will be flagged.

4. Add Work Orders to the Trip

Click Add Work Orders, then:

• Use the filter panel to search WR/WOs by date, job type, or assigned truck
• Select one or more Work Orders that:
  • Are scheduled for the same date
  • Belong on the same route
• Click Add to Trip
  
  

5. Reorder Stops (Optional)

Drag and drop WOs to adjust the order of stops within the Trip.

🧭 This order determines the route the crew sees in the Crew App.

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🛫 Dispatching a Trip

6. Review All Trip Info

Before dispatching, confirm:

• Assigned Truck & Driver are correct
• All intended WOs are present
• Timeline/order of stops is logical

7. Change Status to 'Dispatched'

• Use the Status dropdown in the Trip Header
• Select Booked
  
  

✅ Booking makes the Trip live in the Crew App. WOs alone are not visible without the Trip being dispatched.

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🚀 What Dispatching Triggers

• A push notification is sent to the assigned driver
• The full Trip appears in the Crew App under “Today”
• Workers can check in and check out of each Work Order
• Timeline tracking, notes, and signature capture are activated

📌 If a Trip is left in Draft, the WOs will not be visible to the crew on move day.

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🔁 Editing After Dispatch

You can edit Trips even after dispatching:

• Add or remove WOs
• Change stop order
• Swap truck or crew
• Cancel the Trip if needed

Any changes made will be reflected in the Crew App in real time.

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🧠 Tips for Successful Trip Creation

• Always dispatch your Trip the day before or morning of the route
• Use color tags on WOs to mark VIP clients or heavy jobs
• If one job has special instructions, mark it in the Trip Notes
• Ensure the WO date matches the Trip date — otherwise, it won't be selectable

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For more help, email our team at [e-mail].