How-To: Schedule Your Trips

Created by Kenneth Abad, Modified on Thu, 5 Dec at 3:51 PM by Kenneth Abad

Track your schedule date within your Work Orders and let your clients know when you can/will be onsite. In Umbrava, you can Schedule, Reschedule, Complete, or Cancel your trips to keep up to date on when you will be able to get your work done.

Table of Contents

Accepting a Work Order
Schedule a new Trip
Reschedule your Trip
Complete your Trips
Cancel your Trips

Accepting a Work Order

If you don't have Auto-Accept turned on for your client, you will be able to enter a schedule date when accepting a Work Order. The schedule date here must be before the First Trip By date on your new Work Order. This will notify your Client for when you can be onsite.

Step 1: Accept your Purchase Order via the email sent to you.

Step 2: Click the Calendar icon to select a Schedule Date/Time.

Step 3: Click Accept, and your Schedule Date will be set!

Schedule a new Trip

You can create a new trip for your Work Orders to keep your client up to date if you need to return for a new trip.

Step 1: Click the '+' button in the Trips section of the Work Order details.

Step 2: Fill in the required Trip information, Onsite Date must be before Complete By date.

Step 3: Click Schedule and your trip is set.

Reschedule your Trip

Sometimes your schedule doesn't go as planned. Reschedule your trips with your clients and let them know why a change was made.

Step 1: Click the 'Reschedule' button on the trip that you need to reschedule.

Step 2: Enter your new Onsite Date and Reschedule Reason.

Step 3: Click 'Reschedule' and your trip will be updated!

Complete your Trips

Once a trip has been completed, mark it as completed to keep your Work Order up to date.

Step 1: Click 'Complete' on the trip that you have finished.

Step 2: Confirm the trip is complete and click the 'Complete' button.

Trip Tip: Trips cannot be edited once completed or canceled.

Cancel your Trips

Sometimes issues happen that cause a schedule date to fall through.

If you need to cancel a trip, we make it easy to cancel and give your reason.

Step 1: Click the 'Cancel' button on the trip that you need to cancel.

Step 2: Select your Cancellation Reason and enter a description.

Step 3: Click the 'Cancel' button and your trip will be canceled.