Your Guide to Logis CAD Integrations with Roundtrip
Configuration and day-to-day workflow for a Logis CAD integration, with and without Auto-Plan.
Roundtrip's Logis integration streamlines your dispatch workflow. Here's what to expect, from configuration through day-to-day use.
New to CAD integrations? See CAD Integration FAQs for the general benefits and getting-started info.
Configuration
Two workflow decisions get made during implementation:
- Auto-Plan: whether Logis automatically responds to available rides and plans them onto a vehicle, or your dispatch team handles this manually.
- Auto-Assign Community Logic: set by the booking organization — if they select your company as their auto-assign provider, your workflow differs from the general Community experience.
Your experience below depends on how these are configured. For data mapping details, see the full reference.
How the Integration Works — Auto-Plan On
With auto-plan enabled, Logis automatically responds to available rides based on your fleet's availability.
- The ride flows into Logis once booked in Roundtrip, and Logis automatically responds on your company's behalf.
- Auto-assigned providers: if an ETA is submitted, the ride automatically plans onto an available vehicle.
- General community providers: once an ETA is submitted, the ride sits in Logis's open work queue ("the basement") until the Community window closes. If awarded, it's automatically assigned in Roundtrip and planned onto a vehicle in Logis.
Managing the ride:
- Auto-plan assigns the ride to an available vehicle automatically.
- Update the Ride Status as the transport progresses.
- Status updates in Logis sync automatically to Roundtrip.
- Mark the transport Complete once finished — this updates in Roundtrip too.
How the Integration Works — Auto-Plan Off
Without auto-plan, your dispatch team responds to rides directly in Roundtrip — submitting an ETA or declining based on availability. See Reviewing & Managing Your Rides for the full walkthrough.
- The ride flows into Logis once booked in Roundtrip. Your company still submits an ETA in Roundtrip.
- If awarded, the ride's details flow into Logis, and your dispatch team assigns it to a vehicle manually.
Managing the ride:
- Find the ride in Logis's open work queue ("the basement") and assign it to an available vehicle.
- Update the Ride Status as the transport progresses.
- Status updates in Logis sync automatically to Roundtrip.
- Mark the transport Complete once finished — this updates in Roundtrip too.
Getting Help
- Issues specific to your Logis instance: contact Logis's support team directly.
- Issues with your Logis integration and Roundtrip: email transportation@roundtriphealth.com.