You can set an address as the default pickup or delivery address for this customer’s account by selecting the checkbox next to the address. This address will then be used for all new trips that are billed to that customer’s account.
The Address Notes field attaches notes to the Address. All trips using that address will have that note.
The Address Notes field is only viewable to office staff, no one else.
The Pickup and Delivery Notes fields are visible to everyone, including dispatchers, drivers and customers and is printed on the waybill.
To schedule a one time trip for a later date use the Quick Schedule field in the Package section.
To schedule a recurring trip click the Schedule Trip button.
Hotkey Equivalent Button Function
Alt+N Create a new trip (assigns a new trip ID)
Alt+U Update trip saves all changes
Alt+C Calculate trip does not save changes (preview)
Alt+L Clone trip creates a new trip with same details
Alt+F Find trip find a trip by its trip ID
Alt+A Find account look up a trip by itS trip ID
Alt+R Clear de-selects trip and clears all input boxes
Alt+T Calculator launches Windows calculator
Alt+S Schedule trip schedule a trip to be recurring
Alt+D Audit show the audit trail for current trip
Alt+X Next also called “super tab”, move cursor to next section