Overview

This module covers how to create and manage Places in OpsDriver—saved locations like schools, venues, or points of interest used in bookings and dispatches. Places improve speed and accuracy when building routes, and support better driver instructions and internal notes.

1. What Are Places?

Places are reusable location profiles in OpsDriver that store:

• Name and address

• Internal notes (sales or ops only)

• Driver or customer instructions

• Timestamps for tracking creation and updates

These can be added to routes during the quote or dispatch process.

2. Accessing the Places Dashboard

Steps:

1. Go to Operations

2. Click on Places under the subheader

This opens your central Places Dashboard where you can:

• View existing entries

• Search or filter places

• Create new ones

3. Creating a New Place

Steps:

1. Click Create New Place

2. Enter a name (e.g., “Harvard University”)

3. Add optional fields:

   • Notes (internal only; not visible to drivers or customers)

   • Instructions (used on driver work tickets or customer documents)

4. Check the boxes to indicate where instructions should appear:

   • Driver Work Ticket

   • Customer Documents

Notes are great for things like gate codes, restricted entry hours, or preferred contact people.

4. Editing Existing Places

Click any place in the dashboard to:

• Update its details

• Add new instructions

• Track when it was last modified

Updates are timestamped for auditability.

5. Using Places in Bookings

When creating a booking or route:

• You can search for and insert saved Places instead of re-entering address data

• This ensures consistency and saves time

• Driver and customer instructions carry over automatically

Best Practices

• Keep place names clean and recognizable (e.g., use “Harvard University – Gym” for specific locations)

• Use internal notes for team-only logistics or context

• Regularly audit and merge duplicate Places

• Ensure driver instructions are accurate and kept current