How-To: Scheduling Trips with Your Vendors

Created by Kenneth Abad, Modified on Fri, 13 Dec at 10:19 AM by Kenneth Abad

Your vendors can schedule a trip when accepting a Work Order to let you know when they will be onsite, and what they expect to accomplish. You can manage these trips with your vendors to keep your Work Order information up to date.

Updating the trips in the Work Order will keep your vendors information up to date as well. All trip information for the specific Purchase Order is shared, and can be managed by the vendor as well.

Table of Contents

Schedule a new Trip
Reschedule your Trip
Complete your Trips
Cancel Trips for your Vendors

Schedule a new Trip

You can create a new trip for your Purchase Orders to keep track of when your vendors will be onsite and keep your communication and expectations open.

Step 1: Click the 'Schedule Trip' button in the Trips tab of the Work Order.

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

Step 3: Click 'Schedule' and the trip is set.

Reschedule your Trip

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

Step 1: Click the 'Reschedule' button on the trip that needs to be rescheduled.

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

Step 3: Click 'Reschedule' and the 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 Trips for your Vendors

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 input a reason.

Step 1: Click the 'Cancel' button on the trip that needs to be canceled.

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

Step 3: Click the 'Cancel' button and the trip will be canceled, letting the Vendor know.