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Create a trip

Updated this week

To schedule a new trip, click Create Trip on the Trips and enter the trip details.

  1. Select the driver who will execute the trip

  2. Select the service date

Add Locations to Visit

You can add locations and machines to the trip in three ways:

Using the Add locations button

  1. Click Add Locations

  2. Select one or more locations

  3. Click Save

All selected locations and their assigned machines will be added to the trip.

Tip:

You can filter locations by Route and sort by Next Visit to select locations due for service.

Add from Route

  1. Click Add From Route

  2. Select one or more routes

  3. Click Save

All locations and machines from the selected routes will be added.

You can also use Filter by Next Visit:

  • If a service date is selected, this option appears

  • When enabled, only locations with a matching Next Visit Date are added

Add Machines

  1. Click Add Machines

  2. Select machines

  3. Click Save

Locations and Machines List

Added locations and machines are displayed in a tree structure, grouped by location.

You can:

  • Click Show Machines / Hide Machines to expand or collapse lists

  • Remove a location using the delete icon

Notes to Driver

To add notes for a machine:

  1. Click the Notes button next to the machine

  2. Enter a message

The note will be visible in the mobile app:

Enter Trip Results → Select Machine

Map

All added locations are displayed on the map.

  • Click a location pin to view its details

  • Remove a location directly from the map using Remove from trip

Save the Trip

When ready click Save.

The trip will be created with status Created, and the system will generate a unique trip number.

Next Steps

After creating a trip, you can:

  • Use the mobile app (Android or iOS) to service machines

  • Record data on paper and enter it later in the Enter Trip Results screen (for operators without telemetry)

For paper-based workflows, you can use the Service Sheet Report.

Alternative Method: Create Trips from Calendar

You can also create trips directly from the Calendar, especially if Service Patterns are already configured for your locations.

The system uses these patterns to calculate each location’s Next Visit Date.

To create a trip from the Calendar:

  1. Open the Calendar

  2. Switch to Week view

  3. View all scheduled locations by day

Additionally, you can:

  • Use Split Routes to group locations by driver

If routes are configured by driver:

  • Click Create Trip from the weekly view

  • VendSoft will automatically assign:

    • Driver

    • Date

    • Locations

This method helps streamline trip creation using your predefined service schedule.

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