Creating a trip
The fields that matter on a new trip, and which of them scheduling actually reads.
- Written for
- Dispatchers
- Reading time
- 1 min
- Last reviewed
- August 5, 2026
A trip is one journey from a pickup to a drop-off for one rider. Round trips are two trips linked to each other, not one record with two legs, because the return leg is frequently scheduled differently — or not at all, if it is a will-call.
Creating one
- Open Trips and choose New trip.
- Enter the rider, then the pickup and drop-off addresses. Addresses are geocoded as you enter them; confirm the match rather than assuming it.
- Set the trip date and the pickup time, or the appointment time if the drop-off is what is fixed.
- Choose the service type. This determines which vehicles the trip can be planned onto.
- Add the payer and any authorization number, so the trip is billable without a later edit.
- Add rider notes for anything the driver needs at the door — gate codes, mobility assistance, a second-floor apartment.
- Save. The trip enters the unassigned backlog until it is scheduled or assigned.
Fields scheduling reads
- Service type — a hard constraint on which vehicles are eligible.
- Pickup time or appointment time — anchors the trip on the timeline.
- Pickup window — how much flexibility the optimizer has either side of that anchor.
- Addresses — the geocoded coordinates drive travel-time estimates between stops.