Fixed Trips

Fixed Trips & Shift Templates in TEQ

The Fixed Trips functionality allows you to automate recurring trips such as school routes, commuter shuttles, and daily corporate transfers. At the core of this functionality are Shift Templates, which define how a shift is structured, and Fixed Trip Orders, which use those templates to generate scheduled trips over a chosen time period.

Shift Templates

Shift Templates define:

The driving-legs of the shift (sub-trips)
Payable time for the driver
Vehicle withdrawal and delivery times
(Optional) Customer pricing for the entire shift

Step 1: Create a New Shift Template

Go to Sales → Fixed Trips → Manage Shift Template
Click ➕ Create Shift

Fill out the following sections:

General Information

Name (required)
Purchase Order
Description
Trip Type

Payable Details

Payable Start and End Time
Total Duration (auto-calculated, but editable)

Customer Pricing

Set the price for performing this shift (optional)

Vehicle Timing

Withdrawal Time
Delivery Time

Sub-Trips (Driving Legs)

Define the route structure of the shift. Examples:

Multiple A ↔ B loops throughout the day
A route with several intermediate stops before final arrival

Fixed Trip Orders

A Fixed Trip Order applies a Shift Template to a customer and generates all relevant trips automatically for the chosen schedule.

Step 2: Create a Fixed Trip Order

Go to Sales → Fixed Trips → Active Orders
Click ➕ Create Fixed Trip

Order Details

Customer
Passenger Limit → determines required vehicle capacity
Passenger counting (on/off)
Phone Number (Dashboard) → shown to operations
Department
Item Code (invoicing)
Trip Type

Link Template & Assign Resources

Select a Shift Template
(Optional) create a new template from this screen
Assign:
- Vehicle Type or fixed Vehicle (auto-planned for all trips)
- Driver (auto-planned for all trips)

Step 3: Define Schedule & Regularity

Date Range

Start Date → End Date

Repeat Type

Choose one:

Daily

Repeats every X days
- Example: 2 = every other day

Weekly

Repeats every X weeks
Select specific weekdays (mandatory)

Withdrawal/Delivery Times

Auto-filled from template
Editable per order

Click Generate to create all trips.

💡 Tip: You can upload attachments (school calendars, route PDFs, etc.) to the order.

Editing Fixed Trip Orders

Go to Sales → Fixed Trips → Active Orders
Click the ✏️ Pencil icon to open the order
View the full list of generated trips

Step 4: Manage Individual or Multiple Trips

Delete Trips

Single trip → click 🗑️ Trashcan
Multiple trips → select checkboxes → Delete Trips

💡 Useful for holidays, cancellations, or one-off exceptions.

Change Department

Click the 🔄 Arrow icon next to a trip
Select the new department

Edit Sub-Trips

Click the ✏️ Pencil icon next to a trip/shift
Edit:
- Sub-trip list (add/remove)
- Locations (From/To)
- Start & End times
- Instructions
Click Update Shift to save

How It Works (Hierarchy Overview)

Shift Template
→ Defines structure, times, sub-trips, and rules.

Fixed Trip Order
→ Attaches the template to a customer and sets the recurrence pattern.

Generated Trips
→ Actual daily/weekly trips created automatically.

💡 Understanding this hierarchy helps keep recurring operations clean, consistent, and automated.

Example: School Bus Contract

1. Shift Template

Name: Morning School Run
Sub-Trips: A → B → C → School
Payable: 07:00–09:00
Withdrawal/Delivery: 06:45 / 09:15

2. Fixed Trip Order

Customer: Local Municipality
Vehicle: 50-seater coach
Driver: Assigned school-route driver
Schedule: Sept 1 → Dec 20
Pattern: Weekly, Mon–Fri

3. Generated Trips

Daily school runs created automatically
Holidays removed using Delete Trips
Individual days adjusted as needed

💡 Result: A fully automated, reliable school transport schedule requiring minimal daily admin.

🛠 Troubleshooting

Shift Template not available when creating an order

Check that the template is saved.
Make sure the user role has access to Fixed Trips.
Refresh the page.

Trips not generating after pressing Generate

Confirm Start/End dates are valid.
Ensure repeat pattern is correctly selected.
Check required fields such as Customer and Template.

Driver or Vehicle not auto-assigned

Verify that a fixed driver/vehicle was selected in the order.
Check resource availability conflicts in the planner.

Unable to delete a trip

Confirm the trip has not already started.
Check user permissions.

Still need help?

Contact TEQ Support with the Fixed Trip Order ID for faster assistance.