Overview

This module explains how to create a new booking directly—without starting from a quote—in OpsDriver. This approach is useful when you already have confirmed trip details or are booking on behalf of a recurring client.

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1. Starting a New Booking

Steps:

1. Go to the Sales header

2. Click on the Bookings subheader

3. Select Create a New Booking

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2. Adding Contact Information

You’ll be prompted to select or enter the customer contact:

• Begin typing to search for a saved contact or select from the dropdown

• This autocompletes and fills the primary contact field

• Optional: Assign an Operations Contact or Billing Contact if different from the primary contact

If no separate contacts are needed, the system will copy the primary contact into all fields.

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3. Entering a Trip Reference

Add a Trip Reference — a label to describe or identify the trip internally (e.g., “EO Smith – Six Flags”).

Click Save as Draft to start building the booking.

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4. Building the Route

Steps:

1. Click to add your first pickup location

2. Use the Google Maps-integrated search to find addresses quickly

3. Enter trip dates and times

The system auto-calculates:

• Spot time

• Departure from yard

• Arrival times

• Return time (if using the “Return Directly to Origin” button)

Notes:

• Updating one stop’s departure or arrival will automatically update subsequent times

• Rounding behavior (e.g., to nearest 5 or 15 minutes) is controlled in your account settings

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5. Assigning a Vehicle and Pricing

1. Click Add Vehicle

2. Choose the vehicle type

3. The system will auto-calculate a price

   • To override: Click the Edit button next to the price

4. You can also add add-ons (e.g., Wi-Fi, bottled water) at this stage

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6. Finalizing the Booking

1. Click Finalize

2. Review the summary and confirm:

   • Booking details

   • Optional booking category (for reporting or accounting)

   • Uploaded documents (e.g., itineraries)

3. Click Create Booking

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7. What Happens Next

• The booking is now finalized

• It includes:

  • Customer info

  • Route details

  • Assigned vehicle

  • Price and add-ons

• You’re ready to dispatch or send booking confirmations to the client

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Best Practices

• Use “Create Booking” when you already have a firm commitment or detailed itinerary

• Keep trip references consistent for repeat clients

• Always double-check routing and pricing before finalizing

• Use booking categories for better reporting when applicable