TransportechAI Docs
Dispatch

Bookings

Create, edit, and manage ride bookings -- including field reference, booking statuses, and step-by-step instructions for the complete booking lifecycle.

The Bookings page is where dispatchers create and manage individual ride requests. Every booking captures the essential details of a trip -- who needs the ride, where they are going, when, and any special requirements. Once a booking is confirmed, it can be converted into a trip for driver assignment.

Navigation: Dispatch > Bookings

Purpose

Bookings are the starting point of every dispatch operation. They represent a customer's request for transportation and contain all the information needed to plan and execute the trip. The Bookings module allows you to:

  • Create new bookings for walk-in, phone, or online requests
  • Edit booking details before or after confirmation
  • Track the status of each booking through its lifecycle
  • Search and filter bookings by date, client, status, or route
  • Convert confirmed bookings into dispatchable trips

Booking List

The main Bookings page displays a table of all bookings with key details at a glance.

Table Columns

ColumnDescription
Booking IDSystem-generated unique identifier for the booking
Date & TimeThe scheduled pickup date and time
ClientThe name of the client who requested the booking
PickupThe pickup location address
DropoffThe destination address
Vehicle TypeThe type of vehicle requested (Sedan, SUV, Van, etc.)
StatusThe current booking status
AmountThe quoted or estimated fare for the trip
Created ByThe dispatcher or system that created the booking

Status Tabs

Use the tabs at the top of the table to filter by booking status:

  • All -- Show all bookings regardless of status
  • Pending -- Bookings that are awaiting confirmation
  • Confirmed -- Bookings that have been confirmed and are ready for dispatch
  • Dispatched -- Bookings that have been assigned to a driver
  • Completed -- Bookings where the trip has been successfully completed
  • Cancelled -- Bookings that have been cancelled

You can also use the search bar to find bookings by client name, booking ID, or location.

Creating a Booking

To create a new booking, click the Create Booking button at the top of the Bookings page. A form will appear with the following sections.

Client Information

FieldTypeRequiredDescription
ClientDropdownYesSelect an existing client or create a new one inline
Passenger NameTextNoName of the actual passenger (if different from the client)
Passenger PhoneTextNoContact phone number for the passenger
Number of PassengersNumberNoTotal number of passengers for this trip

Trip Details

FieldTypeRequiredDescription
Pickup LocationAddress (autocomplete)YesThe street address where the passenger will be picked up
Dropoff LocationAddress (autocomplete)YesThe destination address
Pickup DateDateYesThe date of the scheduled pickup
Pickup TimeTimeYesThe time of the scheduled pickup
Vehicle TypeDropdownYesThe category of vehicle required (Sedan, SUV, Van, Bus, etc.)
Trip TypeDropdownYesOne-way, Round Trip, or Hourly
Return DateDateConditionalRequired if Trip Type is Round Trip
Return TimeTimeConditionalRequired if Trip Type is Round Trip
Estimated HoursNumberConditionalRequired if Trip Type is Hourly

Pricing

FieldTypeRequiredDescription
Base FareCurrencyNoThe base price for the trip
Extra ChargesCurrencyNoAny additional charges (tolls, airport fees, waiting time, etc.)
DiscountCurrency / PercentNoDiscount to apply on the fare
Total AmountCurrencyAutoCalculated total after extras and discounts
Payment MethodDropdownNoCash, Card, Corporate Account, etc.

Additional Information

FieldTypeRequiredDescription
Flight NumberTextNoFor airport pickups or dropoffs
Special InstructionsText AreaNoAny notes for the driver (e.g., "Wait at Gate 3", "Wheelchair accessible needed")
Reference NumberTextNoExternal reference number from the client's system

When you select a pickup and dropoff location, the system can automatically estimate the distance and suggest a fare based on your configured pricing rules and any applicable peak hour multipliers.

Editing a Booking

Click on any booking row in the table to open the booking detail view. From there, click Edit to modify any field. Changes are saved when you confirm the update.

Bookings that have already been dispatched or completed cannot have their core trip details (pickup, dropoff, date) modified. You can still update notes, pricing, and client information on dispatched bookings.

Booking Statuses

Every booking moves through a defined lifecycle:

StatusDescriptionNext Possible Statuses
PendingBooking has been created and is awaiting confirmationConfirmed, Cancelled
ConfirmedBooking has been verified and is ready for dispatchDispatched, Cancelled
DispatchedA driver has been assigned to the bookingCompleted, Cancelled, No Show
CompletedThe trip has been successfully finished-- (Final state)
CancelledThe booking was cancelled before or during execution-- (Final state)
No ShowThe passenger did not appear at the pickup location-- (Final state)

Cancelling a Booking

To cancel a booking, open the booking detail and click Cancel Booking. You will be prompted to provide a cancellation reason. Cancellation reasons are tracked for reporting purposes.

Cancelling a booking that has already been dispatched will also cancel the associated trip and notify the assigned driver. This action cannot be undone.

Tips

For recurring trips from the same client, consider using the Monthly Bookings feature instead of creating individual bookings each time. This saves time and ensures consistency.

Use the search and date filters together to quickly find bookings. For example, filter by "Today" and "Pending" to see all bookings that still need confirmation for the current day.