How to: Set predefined trip purposes for my field staff

  1. Visit and go to your Company Settings

  1. Scroll all the way down until you find Trip Purpose List, click in the box and enter teh predifened options for your field staff. Press return to save an option.

  1. You will be able to see the answers fro your staff from the Tracks and Sops view

  1. Trip Purpose and Comments will be added to each Track entry and available in the Mileage and Worksheet Reports.

Still need help? Contact Us Contact Us