This feature needs to be activated by Infobric and requires you to also use an electronic mileage log from Infobric.
Linking a trip to a work order can be helpful if you need to track travel costs related to a specific work order. By linking the trip, you can seamlessly include travel expenses when invoicing the customer.
If you have trips connected to work orders, you can also access the environmental report to monitor your CO2 emissions! Read more about the environmental report here.
Missing the Link Trip to Work Order feature or want to learn more? Contact Infobric Workorder Support for more information.
Link Fleet user to Workorder user
To allow a user to import their trips from Infobric Fleet, the Fleet account must be linked with the Workorder account. Ensure that the user has accounts in both systems and ask Workorder Support to link the accounts.
Link a Trip to a Work Order in the App
Open the work order you want to link a trip to.
Click the main menu button in the upper right corner, then select “Körjournal (Fleet)”.
If trips are already linked to the work order, they will appear in the initial view. To add a new trip, click “Hämta resor från Fleet”.
Once trips are retrieved, the day’s trips will be displayed as “Ej vald”. Choose the trips you want to link by changing their status to “Vald”. You can also select all trips by clicking “Markera alla”.
Navigate between dates using the arrows or by clicking the current date to open the calendar view.
After selecting the trips, click “Spara”.