Trips Booster is a paid add-on. Businesses on Pro, Flex or Max activate it themselves, and it is included on Enterprise. It is not available on Calendar Lite.
Planning or reordering a run sends nothing to your customers and does not change a booking. Reminders use the time on the booking. Marking a stop picked up or dropped off can text the customer, if you switch that on per service. See What customers see.
Activate Trips Booster
Owners and admins can activate the add-on. Other team members see Trips once it is on.
Open Settings, then Trips Booster.
Select Activate Trips Booster.
In Get started with Trips Booster, review what is included and the monthly price, then select Activate Trips Booster.
The charge is pro-rated for the days left in your billing cycle, and the full monthly amount applies from the next cycle. You can deactivate at any time from the same page with Deactivate Trips Booster. You can also reach it from Billing, then Plan & Power-Ups.
Mark a service as mobile
Only services marked as mobile services become Trips stops.
Trips is in the sidebar. When your business has at least one mobile service, it sits with the day-to-day items. When it has none, open Operations, then Trips.
Open Services, select Manage on the service, then Manage Service.
Choose Booking Settings and switch on Mobile service.
Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.
To see which services are already mobile, open Trips, then Mobile services.
A stop needs a street address on the appointment. A stop whose address cannot be found on the map still appears in the run with an Address not found badge. To fix the address, select the badge, then Edit Appointment.
Make Trips the first page your team sees
When your business has at least one mobile service and Trips Booster is on, Trips appears under Default Page on Load. Petboost opens on Appointments unless you choose another page.
Open All Settings.
Under Default Page on Load, select the page shown, then Trips.
The setting applies to your whole team.
Put a timed extra on the run
Add Item on a booking's invoice adds a charge only. It has no time slot, does not become a trip stop, and does not appear on Appointments or Trips. If a mobile pickup, taxi or other timed service should appear on the run, add it as a service.
Open the booking from Appointments, open Manage and select Edit, or start a new booking.
Under Services for, add the service beside the existing one.
Select Update This Appointment, or Update All Future Appointments on a series.
Get Trips ready
Until it is done or dismissed, a card at the top of Trips, Get Trips ready, lists the things to set once, with a count of how many are done:
A window on your mobile services, so customers are told a window rather than a minute (Set a window).
Where your day starts and ends (Set a start).
How long you are at each stop (Answer).
Texts to customers as you go, one credit per segment, where you have a mobile service to switch them on for (Turn on).
Each item's button takes you to the setting. Only owners and admins are asked to set a window, because it means editing a service. Once a window is set, that item shows as done for everyone.
Follow the run with Up next
Up next shows the next stop in the run, with its predicted arrival and the drive to it. It appears on every view. Trips opens on today, or on a later day you chose. Stops are marked on today's run only: on any other day, Up next shows the plan without Mark as picked up or Mark as dropped off. A run shared between people has no mark on Up next or Show all until you choose Whose run.
Open Trips.
Under Up next, select Navigate to drive to the stop. See Navigate to a stop.
At the stop, select Mark as picked up or Mark as dropped off.
To act on any stop, not only the one Up next shows, select the stop to open its menu. Until the dog is collected, the menu offers Mark as Picked Up, Text On Our Way and Mark as Dropped Off. Once it is collected, it offers Mark as Dropped Off. Undo Pick-Up and Undo Drop-Off take a mark back. A pick-up made from the menu tells the same customers as one made from Up next, including when auto-start has already started the booking. If you mark a dog dropped off without marking it picked up, the customer gets only the drop-off text. A booking still waiting to be accepted cannot be marked from Trips: Up next offers Open the booking instead, so you can accept it.
On one person's run, the timing line on Up next ends with when to leave for the stop and the time it aims at: its due time (the end of its window, or the booked time) less the drive, for example leave by 10:18am to arrive by 10:30am. On today's run, once that time has passed it reads leave now with the due time, for example leave now, due 10:30am. The line under it says what the drive is worked out from: live traffic today, expected traffic on a later day.
On a phone or tablet, when you scroll Up next off the screen on today's run for one person, a bar docks above the bottom bar. It shows the next pet's photo, Next with the drive and the leave-by time, Navigate, and the same filled button Up next has at that moment. Scroll back up and the bar goes. It does not show on a wider screen, where there is no bottom bar.
Call and Text sit beside the stop on Up next, and they do what Call and SMS do in the stop's menu: Text opens Messages on Messaging Pro or an Enterprise plan, and your phone's messages app otherwise. They do not show when the booking has no phone number.
At a pick-up, Up next lists what the door needs under the stop, in words: the care attributes tagged for check-in, red first, then amber, then any medication and food the owner left in the belongings. It shows two. Select them to read them all, in full. Nothing shows when the booking has none of these.
The message after Mark as picked up offers Undo for a few seconds. Undo clears the mark, the same as Undo Pick-Up in the stop's menu. It does not recall a text that already went or refund a Pay on Arrival payment, and the message says so when either happened. To refund, open the booking. If the stop has since been dropped off, the message says so and nothing changes. A drop-off has no Undo in its message, because it finishes the visit. To take it back, use Undo Drop-Off in the stop's menu.
Up next moves to the next dog as soon as you mark one picked up. It works through the pick-ups in a group first, then switches to the drop-offs once every dog in that group is in the van. The badge reads 2 of 4 picked up, then 1 of 4 dropped off.
If this device has a saved navigation app, then after you mark a stop on today's run the filled button on Up next is Navigate to the next pet, with the drive under it when Trips has that drive. Mark as picked up or Mark as dropped off stays on the card as an outline button. The mark button fills again when you select anything on the card or leave Petboost. After the last pick-up in a group, or a pick-up on a stop you stay at, the mark button stays filled, because the next step is not a drive. If this device has no saved app, marking a stop does not change the buttons.
If your services start themselves at the booked time (Auto-start appointments under Settings > Automatic Actions), Trips keeps its own record of what you have marked, so the buttons follow your run rather than the clock. Leave auto-start on: it is what completes and charges the booking for you.
Groups come from how you have Trips set to group the run on this device, so two phones set differently can be at different points in a group. What you have marked is shared.
On a phone or tablet that can do it, the screen stays on while Up next shows today's run for one person with stops left. An iPhone or iPad needs iOS 16.4 or later in Safari, or iOS 18.4 or later with Petboost added to the Home Screen. To turn it off on a device, open Your van and stops, then Advanced options, and turn off Keep the screen on during the run. The setting does not show on a device that cannot do it.
Take a break
To have arrival times allow for a break, set one for the run.
Open Trips and select Actions, then Your van and stops, then Advanced options.
Turn on Break.
Set From, To and Minutes.
On one person's run, Trips puts the break before the first stop it predicts you reach between those two times. It never goes before the run's first stop or a stop already marked. Every arrival after it moves by the break's minutes. If you would reach a stop before it opens, the break comes out of that wait. If no arrival falls between the two times, no break is counted. The line under On the road says when a break is included. Booked times, reminders and texts do not change.
On today's run, Up next offers the break after you mark a stop, when no pet is on board and the break falls before the next stop. Take it keeps the break in the arrival times, and Skip takes it out. Either choice holds on that device for today. Until you choose, the offer goes when you select anything on the card or leave Petboost, and it comes back after your next mark. Navigate and the mark button stay on the card while it shows.
When the run is finished
When you mark the last stop on today's run for one person, Up next reads Run finished with the pets and stops. On a Continuous run it also shows the distance and drive time of your planned route. Those two do not show on a Collect & Return run, when a stop is not on the map, or after Go here next or Collect Next, On the Way, because the planned route is not then the whole run you drove.
Select Export log book to open the log book on this quarter so far. It shows for team members who can export data. The log book counts recorded check-ins only, and a mark from Up next or the stops strip records one only when the device already allows Petboost to use location, so its kilometres can differ from your planned route.
Select Done to close the card. Up next then reads All done on that device for today. It also reads All done on a run shared between people, and on a day where no stop was marked.
On a phone or tablet using Petboost in a browser tab, the card also suggests adding Petboost to the Home Screen, once on that device. Select Show me how for the steps for your device, or Dismiss.
When you have no signal
A mark needs signal. When it cannot reach Petboost, the message says it could not be marked, the stop stays unmarked, and nothing is texted or charged. Mark it again once you have signal.
When today's run cannot load because there is no signal, Trips shows the copy saved on that device the last time the run loaded, for that business, that day and that person. The banner says when it was saved, and it may be out of date. The saved copy is read-only: Up next shows Marks need signal where the mark would be, and Navigate and Call still work. Up next shows the last-saved care details and phone number. Show all and the List show the saved stops. The Board, the stop's menu and changing the order need signal. A day with no saved copy reads This day needs signal.
Map tiles are not saved on the device, so the Map and the map card need signal unless the map has already loaded. Until then the card reads The map needs signal. Navigate still opens your navigation app.
Go here next
To go to another pet in the group you are working, ahead of the run's order, select the stop and choose Go here next.
Select the stop in the List or under Show all.
Select Go here next. Up next moves to that pet and shows Your pick.
Mark it as usual. Up next carries on with the rest of the group.
Go here next changes only this phone, for today, and a message says so. The saved order, the bookings and other phones stay as they are. Pick a second pet and it follows the first.
It works on the pick-ups or the drop-offs you are on now. For a pet in a later group, use Collect Next, On the Way. It is not offered while Up next shows a pet collected on the way, or on a run shared between people.
While a pick is in use, Up next shows the booked time or window, not a drive and predicted arrival, because the route is still the saved order. Mark as picked up tells the owner of the pet that now comes next. A customer who has already heard you are on the way stays told, and On our way shows on your pick if its owner has not heard. To change your mind, select Back to the planned order under Up next.
Collect a dog on the way
While you drop off one group, Up next can suggest collecting a dog from your next group that lives close to the drop-off you are heading to. It suggests your own dogs only, booked to be collected within an hour of that drop-off.
Under Up next, select Collect [pet] next on the suggestion.
Mark the drop-off as usual. If Text the customer: on our way to collect is on for that dog's service, its owner hears you are on the way.
Up next shows the dog with On the way. Mark it picked up, then Up next goes back to your drop-offs.
To collect any dog from a later group next, select the stop and choose Collect Next, On the Way. To change your mind before you collect it, select Collect [pet] with their own walk under Up next. Close a suggestion to stop it showing until you reload Trips.
Collecting on the way changes nobody's booking and is saved on this phone for today only. The dog is still dropped off with its own group.
If the day has more than one driver, Up next asks Whose run? before it offers Mark as picked up, so nobody marks a colleague's dog by mistake. Select Just me or a person to see that run's next stop, with its drive and predicted arrival. To see the whole run as a strip of stops, select Show all followed by the number of stops, for example Show all 8 stops.
Board, List and Map
The views hold the same run.
View | What it shows |
Board | One column per driver or resource, or one column for the whole run when Group By is All services. It appears only on a day with more than one driver or resource. With Sort by set to Time, drag a card within its column and its walk to change the order of those stops. Sorted by address or pet name, the Board says so and offers Sort by time. |
List | One column with the stop number and, on one person's run, the drive from the previous stop and the predicted arrival. Stops can be reordered here. |
Map | The map on its own: a pin with each pet's face for every stop with a resolved address, and the route once there is one. See The map. |
List is the default. On a day with more than one driver, Trips opens on Board unless you have chosen a view on that device. Your last-used view is remembered on that device.
The map
Above the List and the Board, under Up next, a map card shows the run. It shows on a day with at least one stop on the map. On a phone or tablet it is a small map: select it to open the map full screen, and Close map to go back. On a computer it is a map you can move, and Open map full screen makes it bigger. To hide it on a device, select Hide map; Show map brings it back. The Map view shows the same map on its own. When some stops could not be placed, the map shows how many, for example 2 addresses not found: select it to open the List, where each of them shows Address not found and opens its booking to fix the address.
Pins: each stop is the pet's photo, or the pet's first letter when there is no photo, with the stop number in the colour of its status. A booking with more than one pet shows two faces and +1, +2 and so on. A stop that is done shows a tick and fades. The next stop has a dark ring, or a light one on the dark map. Select a pin for the address and Navigate.
Route: drives already done are light grey, the next drive is dashed, and later drives are solid grey. On a phone only the next drive shows its time and distance; on a wider screen every drive does.
The van: on today's run for one person, once a stop is marked, a van sits at the last stop marked. Between that mark and the predicted arrival at the next stop, it moves along the drive. Select it to read Last marked: with the pet and the time, and Position estimated. It is an estimate from your marks and the predicted arrival, not the van's real position: it stops at the next stop and waits there until that stop is marked. It does not show on other days, on a run shared between people, or before the first mark. On a phone the van has no words beside it, so a line on the map reads Van estimated from your last mark with the time of that mark.
Me: shows where this phone is, as a blue dot. The first time, Trips asks before it uses your location. Your position stays on the phone: it is not sent to Petboost or saved. Trips watches it only while the map is open and Trips is on screen. The small map card on a phone or tablet is not the map open: open the map full screen to see your dot. Select Me on to turn it off. If you choose Not now, Trips remembers that on the device and does not ask again until you select Me. If location is blocked for Petboost on the device, the map shows Location is off for this site. Select it, allow location for the site in your browser or phone settings, then select Try again.
Fit shows the whole run. Follow keeps the map on your dot, or on the van when Me is off. Move the map yourself and it stops following.
More than one van: when the stops on the map belong to more than one person, each van has a colour. A van takes the calendar colour set on that team member or resource, or a colour of its own when none is set, and usually keeps it from day to day. Each pin has a ring in its van's colour, and each van's own drive is drawn as a line in that colour. The key on the map says whose colour is whose; on a phone or tablet, open the map full screen to see it. Choose one person under Whose run to see only their run, drawn as before. With many vans the map shows the coloured rings without the lines.
To use a darker map for early and late runs, open Your van and stops, then Advanced options, and turn on Dark map. It is set on each device.
Compare vans
On a day with more than one van on the map, a stop's menu has Compare vans. It shows how much drive that stop would add to each other van's run, at the place on that run where it adds the least, and how much drive its own van would save without it. The figures are estimates from live traffic, or from traffic right now when the day shown is not today, not time at the stop, and Not measured shows when Trips cannot measure one. Compare vans changes nothing: to move the booking to another van, select Open the booking and change the team member or resource there.
Show only your own run
On a day with more than one driver, narrow the run to your own stops.
Open Trips.
Select Just me, or Mine in the bottom bar on a phone.
To see everyone again, select it again.
You can reorder your own run while the filter is on, including after Magic Optimise. The List is always in run order; a stop moves within its own walk. The stops you cannot see keep their places, and Back to booked order or Back to reverse of pick-ups resets only the stops you can see.
Walks
When two or more stops share a booked start and end, or match a named session on the team member or resource hours, Trips shows them as a walk. Stop numbers restart in each walk.
Group By on List and Board is All services, Team Member, Resource or Suburb. All services puts every service on one run, so stops that share a time are one walk and the stop numbers continue through that walk. When one bus is split across resources and no driver is named, and you have not chosen a grouping, Trips opens on All services. Then is the walk: Session uses the named hours, Start time uses the booked clock.
A session name, for example Morning Group, is used only when Then is Session and the booked start and end match that session. A near miss stays a shared clock.
To show every stop as one list, open Actions, then Your van and stops, and select One run. On a day that already has walks, you can also change this from the Walks menu.
If you want a booking that sits inside a session to take that session's name even when the clocks are not exact, open Your van and stops, then Advanced options, and turn on Match bookings inside a session.
Plan the run with Magic Optimise
Magic Optimise keeps groups that share a booked time together and puts the pets in each group in drive order, using live traffic. Nothing is sent to customers, and reminders use the booked time.
Open Trips and select Magic Optimise on the Run row. On a wider screen it is in the page header. On a phone you can also select Plan in the bottom bar, then Magic Optimise.
Optional: set Start from and Finish at, for example your home or the depot, or select Finish where I start to end the run where it began.
Optional: if the day has two or more groups, set a place after each group, for example a dog park.
Select Optimise run.
Start, finish and after-group places are remembered for next time. A park is used only when Magic Optimise plans that group. It is not added to the list, the map, or Google Maps.
On a Collect & Return run, the drop-off leg keeps its own start, finish and parks. While its Finish at is empty, select Finish back at base to use the start of your pick-up leg. While a group has no place on the drop-off leg, select Use the pick-up park to use the one you set on the pick-up leg. Nothing changes until you select one.
With Keep groups in booked order on, stops booked at the same time stay in that group. Magic Optimise puts the pets in that group in drive order, and the 8:00 am group stays before the 10:30 am group. A window on the service is when to arrive, not permission to move the group. To let Magic Optimise move every stop whatever its booked time, turn off Keep groups in booked order in the Magic Optimise dialog.
If each stop is booked at a different time, the order is already set. The hint says Nothing to reorder. Turn off Keep groups in booked order to let Magic Optimise move them. If you changed Start from or Finish at, the button reads Save start and finish instead and keeps them for next time. The same button appears while the run cannot be planned yet, for example before you choose whose run it is.
To go back to booked order, open Actions and select Back to booked order. The order you set is saved against the appointments, so everyone on the run sees the same sequence on every device.
Swap groups between walks
On a Collect & Return run with two or more walks, Magic Optimise can drop one walk home and collect the next walk on the same drive. The day becomes three kinds of drive: your start to the first walk's pick-ups and its park, then from each park the last walk's drop-offs and the next walk's pick-ups in drive order, then the last walk's drop-offs and your finish. Only turn this on if your van fits both groups at once. While it is on, every phone on your business opens Trips in Collect & Return, and Continuous run cannot be selected.
In the Magic Optimise dialog, turn on Keep groups in booked order, then Swap groups between walks.
Under After each group, set a park for every walk. A walk with no park is planned on its own, and the dialog says which walk needs one.
Select Optimise run.
Two or more dogs with the same start time are one walk, even if their finish times differ, and they share one row under After each group. A dog with a start time of its own stays a single stop. The swap needs two walks and plans the whole day, so on a day with one walk, or when you plan only the morning or the afternoon, the dialog and the result say no walks were swapped. Up next works the swap in order and shows each dog collected between drop-offs with On the way, and the drop-off before it texts that dog's owner if Text the customer: on our way to collect is on for its service. Open run in Google Maps opens the drive you are on, from the last park to the next. The list, the map and Today's run still show the leg you have open.
On a day with more than one van, choose the van under Whose run and plan each van's day on its own. Back to booked order clears the swap from both legs. The setting can switch itself off if a phone with an older copy of Trips open saves its route settings; turn it on again in the Magic Optimise dialog.
Fit in a new booking
When a stop has no place in the saved order, for example a booking added after you planned the run, Magic Optimise leads with Fit it in. Until then the stop sits at the end of the run.
Select Magic Optimise.
Select Fit it in. Trips shows where each new stop goes, for example Bella goes in between Alfie and Grover. 6 min added.
Select Apply, or Replan instead to work out the whole order again.
Nothing changes until you select Apply. On a Collect & Return run, Fit it in fills the run you have open, so open the other run to fit the stop in there too. Stops already in the order keep their order. A new stop goes after the last stop marked and inside its own walk. With Keep groups in booked order on, it also goes inside the group booked at its time. Saving the order sends nothing to customers and changes no booking. If the save fails, the dialog says so and the order stays as it was.
The minutes are the extra drive on live traffic, not counting time at the stop. They do not show when Trips cannot measure the drive, or when more than six places need filling. A stop with no place left in its walk stays at the end of the run, and the preview says so.
Fit it in does not show while Swap groups between walks is on, because a swap numbers both legs together. Select Optimise run instead. On a day with more than one driver, choose Whose run? first.
Whose run
If the day has more than one driver, Magic Optimise asks Whose run? first. Choose a person, then optimise their run. Repeat for each driver. Open run in Google Maps asks the same question.
Big days
Magic Optimise plans up to 25 points at once, including your start and finish points. If a run has more stops than that, choose Morning (before 12:00 pm) or Afternoon (12:00 pm on) and plan each half. If one half is still too big, choose the First option, for example First 24 stops, then drag the rest into place. Fit it in works on a day of any size. Above 25 points, Trips works out drive times, arrival times and the route line in parts and joins them, so they cover the whole run.
Addresses Trips cannot find
If fewer than two stops are on the map, Magic Optimise lists the stops it cannot find. To fix one, select Fix address beside it, then Edit Appointment, and add the suburb and state. Then plan again.
How long you are at each stop
The first time you use Magic Optimise, Trips asks how long you are at each stop:
I stay for the booking: you are there for the booked service, for example a mobile groom.
I'm at the door, then I leave: a few minutes at the door, for example a walk, a pick-up or a taxi.
Arrival times add this time to the drive. A booking with pick-up or drop-off included, or a service booked for four hours or more, always counts as a few minutes at each door. To change your answer, open Actions, then Your van and stops.
Set up your van and stops
These settings are saved for your business, so every phone plans the same way, except Run shape and the Advanced options settings marked below, which are set on each device. While Swap groups between walks is on, Run shape is Collect & Return on every device.
Open Trips and select Actions, then Your van and stops. On a phone, select Plan in the bottom bar, then Your van and stops.
Change the settings you need, from the list below.
Time at each stop: how long you are at each stop.
Avoid: tolls, motorways, dirt roads, ferries.
Your vehicle: height, width and weight.
Approach stops kerbside: arrive on the same side of the road as each stop.
Walks: Each walk separately or One run.
Run shape: Continuous run for one visit per stop, or Collect & Return for a pick-up leg and a drop-off leg.
Match bookings inside a session (under Advanced options): a booking that starts and ends inside a session takes that session's name, even if the clocks are not exact. Off unless you turn it on.
Break (under Advanced options): a break the arrival times allow for. See Take a break.
Finish by (under Advanced options): a time the run card warns about. See Finish by.
Navigate with (on each device): the navigation app Navigate opens.
Keep the screen on during the run (under Advanced options, on each device, where the device can do it): on unless you turn it off.
Dark map (under Advanced options, on each device): a darker map for early and late runs. Off unless you turn it on.
Leave a vehicle dimension blank to let the routing use its own default. Fill it in and the route avoids anything your van does not fit through.
On a Collect & Return run, Break and Finish by are set for the leg on screen, and each leg keeps its own. A device with an older copy of Trips open can clear them when it saves a start or finish. Set them again if that happens.
If the first day Trips shows is mostly pick-ups and drop-offs, Trips opens in Collect & Return. It keeps doing that until you choose a run shape yourself.
Arrival times, early and late
On one person's run, each stop shows a predicted arrival, worked out from real drive time plus the time you spend at each stop. If you would reach a stop before it opens, Trips assumes you wait there until it opens. If the day has more than one driver, stops show their booked time until you select Just me or choose a person, because one route through everyone's stops is not a route anyone drives.
A stop is late when the predicted arrival is 10 minutes or more after its due time, and early when it is 10 minutes or more before the stop opens. The due time is the end of the stop's window, or the booked time when it has none. The stop's drive line turns amber and says how far out it is.
If the selected day is today, the line says how many minutes late or early. On any other day it says how many minutes after or before the booked time, or the window.
Leave by
On one person's run, each stop's drive line on the List also says when to leave for it and the time it aims at: its due time (the end of its window, or the booked time) less the drive, for example leave by 10:24am to arrive by 10:30am. On today's run, once that time has passed it reads leave now with the due time. The drive comes from live traffic on today's run and from expected traffic on a later day. The first line that shows a leave-by time says so, unless Up next already does.
Free time between stops
On today's run or a later day, for one person, the List shows a row between two stops when the time between them fits your shortest mobile service, for example 11:40am to 12:30pm free · fits a 45 min visit. The free time runs from the predicted finish at one stop, including the time you spend there, to when you need to leave for the next stop so you arrive as it opens, and the row says so, for example Leave at 12:30pm to arrive by 12:45pm, as the window opens. On today's run it starts no earlier than now. Leave by aims at the end of a window and free time at its start, so on a stop with a window the two times differ; each names the time it aims at.
Open Trips and choose the List.
On the free-time row, select Book.
The new appointment form opens on that day and start time, with the team member or resource the run belongs to filled in. Choose the customer and service as usual.
The row says only that the gap is long enough. It does not count the drive to the new visit or check that the time is free: the booking form does that. A free-time row has no stop number and does not move when you reorder the run.
There is no free-time row on a run shared between people, on the copy saved for no signal, when your answer to how long you are at each stop is I'm at the door, then I leave, or on a run with a pick-up and drop-off visit, because the time between those stops is spent on the other half of the visit.
The run card titles itself from the selected day (Today's run, Yesterday's run, Tomorrow's run, or the weekday and date). It shows the stop count, the total drive time and distance, and On the road: when the run starts and finishes. The line under On the road names what it assumes about time at each stop. If the finish is on the next calendar day, it is labelled next day.
The badge on the card shows where the order came from: Booked order when nothing has been saved, Optimised straight after Magic Optimise plans the run, and Your order for any other saved order.
Finish by
To be warned when a run goes past a time, set Finish by.
Open Trips and select Actions, then Your van and stops, then Advanced options.
Turn on Finish by and set the time.
On one person's run, an amber line under On the road reads, for example, Finishes 25 min after 5:00pm when the predicted finish is past that time. There is no line when the run finishes in time. Trips warns you. It does not drop a stop.
Change the drop-off order
On a Collect & Return run, the return run starts as the reverse of the order the dogs went into the van within each walk: last collected, first home. Once you mark dogs picked up, Trips reverses the order you actually collected them, so collecting 1, 3, 2, 4 drops off 4, 2, 3, 1. A dog not yet marked picked up takes its place from the collect order. A stop that is not part of a walk keeps its booked time. With walks turned off, the whole run is reversed.
Open Trips on a Collect & Return run.
On a phone, open Manage beside the date and choose Return. On a wider screen, open the menu beside the date that reads Collect and choose Return.
Drag the stops into order, or select Magic Optimise.
A saved return order is kept and is never overwritten by the reverse. To go back to the reverse of your pick-ups, open Actions (Manage on a phone) on the return run and select Back to reverse of pick-ups. On a phone, select Plan in the bottom bar, then Back to reverse of pick-ups. Until a return order is saved, the run card's badge reads Reverse of pick-ups. Magic Optimise on the return run starts from the place you set after that group, for example the dog park, because that is where the group finished.
What customers see
Customers see their booked times, not your run order. Reminders and confirmations use the time on the booking. To promise customers a window instead of an exact time, set How the time reads (previously Times customers see or Service Windows) on the service, under Duration & Timing. Select A message instead of a time to hide the clock, or A window to show a window. Bookings made before that keep the exact time in their confirmation and reminders. See How do I show Morning or Afternoon instead of clock times?.
Trips can text customers as you go. There are three texts, each switched on per service and off until you turn it on:
Text on the service | Who gets it | When |
Text the customer: on our way to collect | The next stop owner's main mobile | You mark another stop in the group picked up |
Text the customer: picked up | That stop owner's main mobile | You mark it picked up |
Text the customer: dropped off safely | That stop owner's main mobile | You mark it dropped off |
On our way also goes when you mark the drop-off before a dog you collect on the way. You can choose who hears each text. See Text a second pet parent.
The picked-up text reads "Jess has picked up Rollo." by default. It is sent whichever order you collect in: the owner of a dog collected out of order still gets it, and the owner of the next dog still to collect gets the on-our-way text. The owner of a dog marked dropped off without ever being marked picked up gets only the drop-off text.
On the day of a mobile visit at the customer's address, their appointment in the Petboost app shows a Today's visit card with what you have recorded: Picked up at and Dropped off safely at with the time you marked, or Visit finished. Before the visit starts it can also show that you texted On the way or Running late, without a time. It never shows your van, your run or other stops, and never an arrival time. It checks for news every minute while the page is open, and news can take a little while to arrive.
Tell customers you are running late
When today's run is behind, you can text every customer still waiting in one go. Booking times do not change.
Open Trips on today's run for one person.
Select Actions, then Running late. On a phone, select Plan in the bottom bar, then Running late.
Check the text and the customers ticked under Will be texted, and untick anyone you do not want to text.
Select Text 3 customers (the number is how many are ticked).
The text reads "Running 15-30min late with Rollo. Thanks for your patience." followed by your business name. It always says 15 to 30 minutes and its wording cannot be changed, so Trips does not ask how late you are. The dialog lists who Won't be texted and why: a booking not accepted yet, no mobile on file, a booking already texted Running late today, or a second booking for the same customer, who gets one text. Each booking gets one Running late text a day, so a second Running late the same day skips anyone already told.
Texts go one at a time, and the dialog then lists who was texted and who was not, with the reason, for example the daily limit of five texts or no SMS credits left.
If your SMS credits run out part way, sending stops there. The booking that met the empty balance is marked as tried today, so Running late will not text that customer again, and everyone after it was not tried. Select Top up SMS credits to open Settings, SMS. Once you have topped up, open Running late again to text the rest, and text the customer it stopped on from their booking: Manage, then Send Late SMS: 15-30 min. Running late shows only on today's run for one person while stops are still to do, and not on the copy saved for no signal.
Turn on the trip texts
Open Services, select Manage on the mobile service, then Manage Service.
Choose Notifications.
Under Trips, switch on the texts you want.
Select Publish Changes, tick the box in Before You Publish, then select Publish Changes.
Each text uses SMS credits, one per segment, the same as any other message. The message after you tap names each owner texted, and says when a second phone on their profile was not.
The next stop is the first stop in the group still to be collected, which is the stop Up next moves on to. If you collect out of order, the text goes to that stop, never to a stop you have already marked picked up. When you collect a dog on the way, its owner hears it when you mark the drop-off before it.
Up next offers On our way as a separate button when no pick-up has told that customer yet: on the first dog of a group, on a dog after one collected on the way, and after you collect out of order. The stop's menu offers the same text as Text On Our Way on any dog not yet collected. Both go once the text has been sent.
Text a second pet parent
By default every trip text goes to the main mobile. Owners and admins can change this for the business:
Open Trips, then Actions > Your van and stops.
Under Customer texts, switch on what you want:
Ask who to text at each pick-up and drop-off: when you mark a stop whose service sends the picked-up or dropped-off text, choose the main mobile (Text and the customer's name), the second phone (Text and its label), Text both or No text. Use No text when the customer is home and saw you.
Send on our way to the second phone too: customers with a Second pet parent phone hear on our way on both numbers.
Closing the question without choosing leaves the stop as it was. The message after you tap names each phone texted, and says when a second phone was not texted and why.
To text a second phone by hand, open the booking, select Manage, and under Quick SMS select Send On Our Way SMS, Send Drop-off SMS or Send Late SMS: 15-30 min. In Sending to, choose 2nd pet parent (or the label on that number). A number typed into the label on the owner profile cannot be texted: put it in Second pet parent phone.
When the service sends the dropped-off text itself, Mark as Dropped Off in the stop's menu does not ask whether to notify the customer, so the customer gets one text, not two. When it does not, the menu asks, and Text Dropped Off Safely sends the text later from the same menu. Either way, the message after you tap says whether the text went.
Say how many minutes away
On our way can say how far away you are, for example "About 10 minutes away." on its own line under the text.
Open Trips, then Actions > Your van and stops.
Under Customer texts, switch on Say how many minutes away.
The minutes are the drive from the stop you just marked to the dog you are heading to, with live traffic, rounded to the nearest minute. For On our way sent by hand, the drive starts from the last stop you marked today, or your start location. If Trips cannot work out the drive in a few seconds, or it is more than three hours, the text goes without the line. It works on today's run only, and on a custom wording too. The extra line can make a text two SMS segments.
The on-our-way and dropped-off texts are the same two texts a business sends from the appointment, written for a mobile round. Under Your text wording on a service's Notifications tab, a service that is not mobile lists them as Time to bring the pet in and Ready to collect. Turn on Mobile service and they become On our way to collect and Dropped off safely, switched on by Text the customer: on our way to collect and Text the customer: dropped off safely. There is one box for each. The Text the customer: picked up switch exists only on a mobile service.
Change the wording of a trip text
Petboost fills in the pet's name, your team member's name and your business name. Write the sentence yourself when the standard wording does not suit you.
Open Services, select Manage on the mobile service, then Manage Service.
Choose Notifications and go to Your text wording.
Select the text, edit the wording, and add a chip if you need one: Pet Name, is / are, has / have or Team Member Name.
Select Save wording.
Wording must relate strictly to the appointment and must not contain marketing. Write your own text wording covers which wording wins.
Petboost fills each chip in when the text sends, and is / are and has / have match the number of pets. To go back, select Use the standard wording. Your business name and the (no-reply) tag are added for you and cannot be changed. The line under the box shows the credits at the text's longest: an emoji can split a message in two.
Duplicating a service does not copy its wording.
A customer's main mobile gets at most five texts from you a day, reminders included. Texts to a second phone are not counted towards the five, and each trip text goes to each phone once per booking. If reminders go out on the day, one booking with all three trip texts uses four, so a second booking that day can miss its last texts. The toast after you tap says when no text went.
Dropping off finishes the visit, and payment then follows your usual settings: if the visit is paid, for example because you charge the card on file automatically, the customer gets your usual payment receipt. If the visit cannot be finished, for example a package with no credits left, the stop still shows as dropped off and the message says why. Finish the visit from the appointment.
Navigate to a stop
Navigate opens your navigation app with the stop as the destination. It is on Up next, on each row of the List, on each stop under Show all, in each stop's menu, and on each pin on the Map. A stop already finished has no Navigate on the List or under Show all.
The first time you select Navigate on a device, Trips asks which app to use: Google Maps, Waze or, on an iPhone or iPad, Apple Maps. Trips saves the answer on that device for that business.
To change the app, open Actions, then Your van and stops, and select one under Navigate with. On a phone, select Plan in the bottom bar, then Your van and stops.
Navigate drives to the pin Trips shows on the map. If a stop has no pin, for example it shows Address not found, Navigate opens Google Maps with the address, whichever app you chose.
Open the run in Google Maps
Open Trips.
Select Open run in Google Maps to open the run as a multi-waypoint route. On a phone, you can also select the Google Maps icon in the bottom bar.
Apple Maps and Waze take one destination at a time, so the whole run always opens in Google Maps, whichever app you chose under Navigate with.
On a phone, one Google Maps link takes the next 4 stops. On today's run the link starts from where you are and skips stops already done. When a phone link cannot reach every stop, Next 4 stops shows under the button and the bottom bar reads Next 4. To go door to door, use Navigate on Up next.
On a wider screen, one Google Maps link fits 11 points. For a longer run, Trips opens the first link and says how many links the whole run needs.
Vehicle log book
Trips builds a per-stop drive record with a cents-per-km estimate from your recorded runs. It is not an ATO logbook-method record: it has no odometer or trip purpose columns. See Vehicle log book export.
