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ElromcoMoveBoard

Long distance

Trip statuses

Planning, Scheduled, In Transit, Completed and Settled — what each means, the button that moves a trip on, and what it needs first.

  • 3 min read
  • Checked against MoveBoard
  • For dispatchers, owners & admins
On this page

A trip moves through five statuses. The buttons in the trip window's top bar move it on; each one works on the saved trip, so if you have changes on screen, press SAVE first.

StatusMeansWhere it shows on the board
PlanningBeing put togetherUpcoming trips
ScheduledReady to goUpcoming trips
In TransitOn the road — Loading while pickups remain, Delivering once the first delivery is doneActive trips
CompletedEvery pickup and delivery doneCompleted trips
SettledThe money is closed; nothing on the trip changesCompleted trips

Move it on

  • Mark Scheduled (from Planning).
  • Start Trip (from Planning or Scheduled). The trip needs at least one order, a truck or trailer, a driver, and a departure date.
  • Complete Trip (from In Transit). Every pickup and delivery must be done or skipped.
  • Mark Settled (from Completed) — only for people with Can see trip profit and settlements. Sending the settlement also settles the trip; see Driver settlement.

A settled trip says This trip is settled: nothing on it changes. Someone with Can see trip profit and settlements can press Reopen it to put it back to Completed.

Follow the trip on the road

Once the trip is In Transit, the Overview tab shows the active trip: the driver and truck, "6 of 11 stops", Current and Next, and every stop with its buttons:

  • Arrived — the truck is at the stop.
  • Done (or Loaded at a pickup, Unloaded at a delivery) — the stop is finished.
  • Skip — the stop won't happen on this trip.
  • Undo — put a done or skipped stop back.

A driver on the trip can mark their stops from the Mover's Portal too. A pickup that is not delivered on this trip goes into the warehouse as a carrier hold.

Send the itinerary

Send Itinerary texts and emails the trip's itinerary to the driver and co-driver, to the phone and email on their user record. A notice says who got it and who didn't (for example "no phone or email"), and the trip's Activity tab keeps the same line.

Delete a trip

While a trip is in Planning and has no orders, Delete this trip is at the bottom of the trip details on Overview.

If something goes wrong

  • Add at least one order to the trip first.
  • Assign a truck or trailer to the trip first.
  • Assign a driver to the trip first.
  • Set the trip's departure date first.
  • 2 stops are not done yet. Mark each pickup and delivery done (or skipped) first.
  • Settling a trip needs the Trip profit & settlements permission.
  • Start the trip first: stops are marked once the truck is on the road.
  • A settled trip can't be changed. Reopen it first.
  • Save the changes first, so the trip this acts on is the one on screen.
  • Assign a driver first. — when sending the itinerary.
  • Take the orders off the trip first. / Only a trip that has not started can be deleted. — when deleting.

Still stuck? A person will help.

Open a ticket from Support inside MoveBoard, or email us — we usually reply within one business day.