Clients

This section contains no articles.

Inventory

• How to manage inventory

  Inventory Adding inventory items Go to Inventory in the left navigation Click New Item Enter the item details: Name and SKU Unit cost and currency Quantity on hand Reorder threshold Click Create Item Stock management RoundTrip automatically decrements stock when a technician records part usage on a ticket. If a technician tries to record more parts than are available, the system will prevent it and show an error. When stock falls below the **reorder tFew readers

Dispatch Board

• Dispatch Board

  Dispatch Board The dispatch board is your real-time operations center. It gives you a live view of all open tickets and technician locations on an interactive map. What you'll see Live map — Shows all clients with geocoded addresses as pins on the map Technician locations — Updated when a technician starts a ticket Open tickets list — All active tickets with status and priority indicators Status HUD — Shows counts of on-duty technicians, open tickets, in-progressFew readers

Settings

This section contains no articles.

Reports

• Reports

  Reports RoundTrip includes four built-in reports accessible from Reports in the left navigation. Revenue Dashboard Access: Admin only A financial overview of your business: Monthly invoiced revenue — 12-month trend chart Outstanding invoices — Count and value by status (Draft, Open, Sent, Overdue) Payment trends — Paid vs outstanding by month for the last 6 months Top 5 clients — Ranked by invoiced revenue Invoice Aging Report Access: Admin onlyFew readers

Subscription

This section contains no articles.

Tickets

• Managing Tickets

  Managing Tickets Creating a ticket Go to Tickets in the left navigation Click New Ticket Search for and select a client Select the service address Enter a service description Set priority and optional service window Click Create Ticket Ticket actions From the ticket detail page you can perform the following actions depending on the current status: Action Available when Assign Technician Status is Open | Reassign | StatusFew readers

Billing

• Invoicing

  Invoicing Generating an invoice Invoices are generated from completed service tickets. Go to Billing in the left navigation Click Generate Invoice Search for and select a completed ticket Set the tax rate and currency if needed Set an optional due date Click Generate RoundTrip automatically creates line items from any parts recorded on the ticket. Invoice lifecycle Draft → Open → Sent → Paid ↓ Overdue (auto-set after due date) | Status | Meaning | |Few readers

• Managing Clients

  Managing Clients Adding a client Go to Clients in the left navigation Click New Client Enter contact details — first name, last name, email, phone Enter the primary service address Optionally enter a company name for commercial clients Click Create Client :::tip Use full street names when entering addresses (e.g. South First Street not S First St) for best results on the dispatch board map. ::: Service addresses Each client can have multiple serFew readers

• How to Send an Invoice

  How to Send an Invoice RoundTrip lets you generate and send a professional invoice the moment a job is complete — right from the job site, before your technician starts the truck. Invoices are delivered to your client by email as a PDF. Who can send invoices? TenantAdmin, Dispatcher, and Billing Staff users can create and send invoices. Technicians can mark jobs complete but cannot send invoices directly. Sending an invoice from a completed ticket This is the fFew readers

Team

• How to Invite a Team Member

  How to Invite a Team Member Adding technicians, dispatchers, and other team members to RoundTrip takes less than a minute. Once invited, they'll receive an email with instructions to set up their account and log in. Who can invite team members? Only TenantAdmin users can invite new team members. Steps Log in to RoundTrip at roundtrips.app Click Team in the left navigation Click Invite Team Member in the top right Enter theFew readers