Overview

This module explains how to update details in an existing booking in OpsDriver, including route times, vehicle types, and add-ons. Most adjustments are made in the Routes section, and changes are reflected throughout the system in customer paperwork and dispatch screens.

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1. Accessing the Booking

Steps:

1. Navigate to the Sales or Dispatch module.

2. Click into the Booking you want to update.

3. Scroll to the Routes section of the booking.

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2. Updating Pickup or Drop-Off Times

If a customer requests a time change:

1. Click into the pickup time field and enter the new time (e.g., change to 9:00 AM).

2. TBN will automatically update all dependent times using the Google Maps API:

   • Driver start time

   • Yard departure

   • Arrival at first stop

3. Click Save to confirm the update.

The segments table will immediately reflect the new timing.

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3. Changing Vehicle Type or Size

If a customer wants to use a different vehicle type:

1. Scroll to the Vehicle section of the route.

2. Click the Vehicle Type dropdown and select the new vehicle.

3. Adjust pricing if needed (manually or automatically, depending on your configuration).

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4. Adding or Editing Add-Ons and Documents

• Add-Ons (e.g., Wi-Fi, bottled water) can be added or updated from this same screen.

• Documents (like PDFs or confirmations) can be dragged and dropped into the document upload area.

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5. Where Changes Are Reflected

Once saved, all updates are reflected in:

• Customer paperwork

• Dispatch view

• Driver assignments

• Internal reporting

The booking page acts as a central summary, while clickable links provide deeper access to dispatch-level details (e.g., assigned driver, dispatch notes).

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Best Practices

• Use the Routes section for the majority of trip updates.

• Make sure times follow a logical chronological order after adjustments.

• Confirm vehicle type changes update pricing or dispatch as expected.

• Save changes promptly to ensure all downstream systems are updated.