Trip Tracking
Track Client Trips and View Details on Your Dashboard
Trip Tracking from start to finish
Track your clients’ trip status, balance, payments and more. Trip information is automatically added to your dashboard to allow you to stay on top of final payments, upcoming trips, currently away, and more.
Key Features
Trip Status
Manage trip status from Initial Contact through Traveled
Invoice History
Store all versions/revisions of trip invoices
Reminder Groups
Add batches of reminders for trips triggered by trip date, final payment dates, etc
Dashboard
See upcoming final payments due, upcoming trips, and currently traveling clients