How-To: Schedule Your Trips

Created by Kenneth Abad, Modified on Tue, 20 May at 4:25 PM by Kenneth Abad

Setting a trip in Umbrava allows you to clock in/out of your Work Orders and allows your clients to confirm the dates/times that work with them. You can keep everybody up to date and the information in your work orders accurate using the steps laid out in this page.

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. You an only reschedule a trip that has not yet been clocked in yet, and is still in the 'Scheduled' status.

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.