Use Dispatch to create a reservation, prepare a quote, or process a quote request. Before saving, confirm that you are working with the correct passenger or account and that the trip details match the request.
Start a booking
- Select New Booking.
- Enter the passenger or account, pickup date and time, route, service details, and passenger count.
- Review pricing, payment information, notes, and any affiliate details that apply.
- Choose the save action that matches the work:
- Save creates the booking and finishes the current draft.
- Save as Quote keeps the trip as a quote instead of a confirmed reservation.
- Save and Copy saves this booking and starts a copy for a similar trip. Review every copied value before saving the new trip.
- Save and Return saves the booking and starts a return-trip draft with the stops reversed. Review the new pickup time, every stop, and any airport details before saving the return trip.
Do not use Save and Copy to replace a trip that appears missing. Check the date, board filters, and current view first.
Check saved pickup instructions
Selecting a saved passenger or account address as the pickup copies its saved pickup instructions into the pickup’s note for the driver. Review the note and use Edit note to adjust it for this reservation before saving.
The automatic copy applies to the pickup only. Choosing the same saved address as a stop or drop-off does not add those instructions. A Google address or recent stop does not receive this saved-address prefill. Replacing the pickup derives the note from the new address choice, so recheck it after changing the route.
Process a quote request
- Select Quotes to open Quote Requests.
- Search or filter the list, then confirm the passenger, route, pickup time, passenger count, notes, and displayed price.
- Choose the appropriate action:
- Send Offer sends the current offer. If an offer has already been sent, the action becomes Resend Offer.
- Process Quote opens the quote in the booking workflow so you can review and complete it.
- Reject marks the request rejected. Confirm that rejection is intended before using it.
An offer cannot be sent without a price. If Send Offer or Resend Offer is unavailable, add or correct the price before trying again.
Review before dispatching
Open the saved reservation from Dispatch and verify the information that drives the trip:
- Service date and local time.
- Pickup, stops, and destination.
- Passenger and account context needed for operations.
- Requested vehicle or service type.
- Notes that are appropriate for operational use.
- Current assignment, status, and any attention indicator.
If the reservation conflicts with a customer instruction or an operational policy, resolve the source information before assigning. Continue with Assign resources and manage trip status only after the booking details are correct.
For an affiliate trip, also check the partner’s References and Charges on the booking. An agreed affiliate price, the amount the affiliate reports, and the customer price serve different purposes. Use the affiliate workflow to review differences before accepting a changed price.