Move a trip through its journey steps
The driver will stamp each stage of the trip on the phone, and the booking in the office will show Started, Delivered and Actual hrs on its job clock without anyone typing a time.
A journey step is a button the driver presses at a point in the trip: leaving the yard, arriving at the pickup, finishing loading, delivering at the drop. Each press is a stamp with a time and, where location is shared, a place. The steps themselves are defined once by the office under Settings › Trip journey, so every driver sees the same buttons in the same order.
The stamps drive the booking’s Job clock (Started, Delivered, Actual hrs) and move its Booking Status. They are also the trip record that works on every plan, with or without GPS.
Before You Start
- The journey steps are set under Settings › Trip journey, or you have chosen the Default or Complete only preset.
- The driver is logged in and the trip is on their list.
- Location is allowed for the app on the driver’s phone if you want each stamp placed on the map.
Steps
- In the office, open Settings › Trip journey and check the steps. Each step has an Action (Start job, Arrive, Complete, Delivered or Done), a Label the driver sees, a Stop type (Any, Pickup or DropOff) and a POD hint. Reorder, add or remove steps, or pick a preset.
- Decide the two options. Implicit start treats the first Arrive as the start if the driver forgets Start job. Auto-deliver on last complete marks the trip Delivered when the last stop is completed, saving a press.
- On the phone, the driver opens the trip and presses the Start job step when leaving. The booking’s Started time is set and the Booking Status moves to In Progress.
- At the pickup, the driver presses Arrive, then Complete once loaded. If the step has a POD hint, the app prompts for a photo at that stop.
- At the drop, the driver presses Arrive, then Complete, and photographs the signed proof of delivery when prompted.
- The driver presses Delivered (or the trip auto-delivers if the option is on). The booking’s Delivered time is set and Actual hrs is calculated.
- Press Done if your steps include it, to close the trip on the phone.
- In the office, open the booking and Add Amounts; the Job clock shows Started, Delivered and Actual hrs.
Fields on a Trip journey step
Field | What to enter | Required |
|---|---|---|
Action | Start job, Arrive, Complete, Delivered or Done | Yes |
Label | The words on the driver’s button | Yes |
Stop type | Any, Pickup or DropOff: which stops the step applies to | Yes |
POD hint | Text shown when the step asks for a photo | No |
Implicit start | Option: first Arrive counts as the start | No |
Auto-deliver on last complete | Option: last Complete also stamps Delivered | No |
What This Changes
- The booking’s Booking Status moves from Booked to In Progress on Start job and onward as steps are stamped.
- The Job clock on Add Amounts fills Started, Delivered and Actual hrs from the stamps.
- POD photos taken at a step go to the AI Inbox for review and then onto the booking.
- Booking reports pick up Started, Delivered and POD Uploaded Date; the Driver Run Sheet and Vehicle Travel Log reflect the trip.
- Where location is shared, each stamp has a place as well as a time.
Tips
- Start with the Default preset and only add steps when a customer needs a specific stage recorded; more buttons mean more missed presses.
- Write POD hints as the instruction a new driver needs: which paper to photograph and what must be visible on it.
- Turn on Implicit start if drivers regularly forget the first press; the trip record stays usable.
Frequently asked questions
Need Help?
Chat with the NShine ERP support team on WhatsApp at +91 79950 87755, or ask from inside the app. Last checked 9 November 2026 against app.nshineerp.com.