How to: Set Trip Purpose and Comments

Step 1: Click the dropdown menu under your profile and select Company. Or, go to Settings at the bottom of the main menu and select Company Settings.

Step 2: Select Company Settings.

Step 3: In the Trip Purpose List, enter the predefined options for your Workers to select from in the mobile app. Additionally, you can add predefined options to the Trip Comment List as needed.

In the mobile app, Workers can select from the list of predefined options available for their trips.

Step 4: In Location, you can view the predefined selections of your Workers in the mobile app. 

Step 5: Trip purposes and comments will be added to each trip entry and will be available in the Mileage and Worksheet reports. To learn how to create a report, click here.