How to Manage Your Company’s Assigned Rides

Once a ride has been assigned to your company, all Dispatchers aligned to your company will be notified via their preferred notifications (if enabled). The ride will then move from the Community page onto your Rides page once assigned. Read on to learn what the next steps may be for your company:

To view your company’s assigned rides, simply login to Roundtrip at app.rideroundtrip.com. Once logged in, you’ll be taken to the “Rides” page by default. If you’re navigating within Roundtrip, you can also click on the “Rides” tab in the upper left corner at any time to return to your company’s assigned rides.

To view your company’s assigned rides for a specific date range, click into the date field. This will open a calendar view where you can choose a preset date range. You can also select a specific date range as needed by clicking a start and end date on the calendar.

If you’re looking for a specific ride or rides booked for a specific rider, you can also use the search bar at the top of the page to search by Roundtrip’s Ride ID or the rider’s name.

The Rides page will have its own unique set of badges to give you visibility into a ride’s current status. For example, you’ll be able to see if a Dispatcher at your company marked a ride as in progress, running late, completed, etc.

Roundtrip has several options for you to customize your Transportation Dashboard so you can effectively filter and sort rides based on specific ride criteria:

Use the filters on the Rides page to choose which rides you’d like to see based on the attributes of the ride. These filters can be found near the top of the Rides page directly beneath the date field and search bar.

Rides can be filtered based on the following criteria:

The sorting feature allows you to sort rides by specific criteria in an ascending or descending order. To sort rides, simply click on the existing column headers on the Rides page to begin sorting. The first click will sort the rides in descending order and the second click will sort the rides in ascending order based on the ride criteria in the column.

Customize your view on the Transportation Dashboard by using the Edit Columns feature on the right side of the page. Clicking on this feature will expand a drop down menu where you can choose which columns to show or hide.

By default, all columns are enabled. Deselect any columns you wish to hide by unchecking the box next to that column name. Once deselected, this entire column will be hidden on the Rides page to streamline your view. To reenable, simply recheck the box next to the appropriate column name.

To view a ride in more detail, simply click anywhere on the row for the listed ride. This will navigate you to the Trip Details page. This page contains all of the key information and detail about a specific ride.

Once a ride is assigned to your company, it is your company’s responsibility is to fulfill the transport as scheduled. Depending on your company’s internal workflows, rides within Roundtrip may need to be cross-referenced in your schedule or CAD system. If your company is CAD integrated with Roundtrip, rides should populate into your CAD automatically.

Dispatchers can update the ride status within Roundtrip by clicking onto the status badge from the Trip Details page. To indicate that a ride is in progress, select “In Progress” from the dropdown menu that appears.

A pop-up window will appear where you can indicate if your company is on time or running late. Choose the most appropriate option from the “Expected arrival time” field and click “Update status” to save your changes.

This update will reflect on the status badge for the ride within Roundtrip. Your selection will also trigger a notification to the Ride Booker and Rider (if notifications are enabled) to keep them informed of your company’s current status.

Once your company has successfully transported the rider, you can mark the ride as completed within Roundtrip by clicking onto the status badge from the Trip Details page. To indicate that a ride was completed, select “Completed” from the dropdown menu that appears.

This will confirm that the ride was fulfilled and the ride will then move to your Completed rides tab for tracking. This update will reflect on the status badge for the ride within Roundtrip as well. Once a ride is marked as completed, the ride booker will also be notified that the rider was successfully dropped off.

Ride cancelations can be initiated by any user in Roundtrip. For Dispatchers, cancellations primarily occur when a rider does not show up for the ride or if they are not yet ready for transport for the previously arranged time.

To cancel a ride, click on the status badge from the Trip Details page. Select “Canceled” from the dropdown menu that appears.

A pop-up window will appear and prompt you to enter a reason for the cancelation. Once entered, click “Update status” to save your changes.

Your selection will trigger a notification to the Ride Booker and Rider (if notifications are enabled) to inform them of the cancelation. The ride will also move to your Canceled rides tab for tracking and the status badge will update to “Canceled”.

If your company can no longer accommodate an assigned ride, the best option is often to release the ride. This action sends the ride back to Roundtrip’s Community to be claimed by another transportation company. This is the best option for when a rider still needs to be transported but your company is no longer able to fulfill the transport (i.e. changes in availability, no longer able to accommodate the rider’s needs, etc.).

To release a ride, click on the “Release ride” button on the Trip Details page.

A pop-up window will appear and prompt you to enter a reason for releasing the ride. Click on the “Reason” field and select the most appropriate reason based on the situation. You can provide more context if needed in the “Additional information” free text field. Once completed, click “Release ride” to save your changes.

Your selection will trigger a notification to the Ride Booker and Rider (if notifications are enabled) to inform them of the cancelation. The ride will also be removed from your assigned rides. If needed, you can still access the ride from the Declined tab on the Community page.

From the Rides Dashboard, you can also update rides without navigating to the Trip Details page.

Use Quick Actions to quickly update your company’s to assigned rides right from your dashboard. To get started, click on the “⋮” next to any rides currently assigned to you to open the Quick Actions menu. Select the most appropriate action from the provided list to complete, release, or cancel the ride.

Use Bulk Actions to quickly update multiple rides simultaneously right from your dashboard. To get started, click the checkbox next to any assigned rides that you would like to update. Once all applicable rides are checked, click “Release Rides” to remove all selected rides from your assigned rides or “Complete Rides” to mark all selected rides as successfully completed.

There’s a few ways to review your past rides. This will be dependent on the ride’s current status within Roundtrip. You can view assigned, completed, or canceled rides by navigating between the status tabs located near the top center of the Rides page.

Click into the appropriate ride status to view these rides. Please note, you may need to update the date filter in the upper left corner to view assigned, completed, or canceled rides for a previous date.

To export a CSV of the rides in your current view, click the “Export” button in the right corner of the Rides page.

Follow the prompts on screen to request the report. Once your request is submitted, you will receive a CSV file of these rides via email. This will be sent the email address associated with your Roundtrip account.