1. Yacht / Boat Charter
  2. Process
  3. Transfer request to departure
Process · Transfer request to departure

Transfer request to departure

Request a guest transfer or shore run, approve it for dispatch, schedule it and start it with stops in order.

Step by step

  1. Request the trip Dispatch Operator

    Dispatch Operator records the trip with origin, destination, planned start and end dates, customer, vehicle and driver, and lists the stops in sequence with planned arrivals. The trip starts as Requested.

    • Trip created at Requested with planned stops
    • Updates Trips, Trip stops, Parties, People
  2. Approve dispatch Dispatch Operator

    Dispatch Operator approves the trip. The approval checks that the trip is still Requested, records it as Approved and commits it to the schedule as Scheduled. The operator confirms the vehicle is Available and the driver is free before approving.

    • Requested → Approved → Scheduled
    • Updates Trips, Vehicles
    ApprovalA person approves before the work moves on.
  3. Depart Dispatch Operator

    At departure the actual start is recorded and the trip moves In Progress. The driver sees the trip on their own list.

    • Actual start recorded, Scheduled → in progress
    • Updates Trips
  4. Work the stops Driver

    The driver records the actual arrival and the departure at each stop, in sequence. A trip that will not run is Cancelled instead.

    • Actual arrival and departed at recorded
    • Updates Trip stops

Where it usually breaks

And how to keep it from happening.

  • A trip is approved with a vehicle that is in Maintenance.
  • The same van and driver are approved for two runs on the same morning.
  • Stops are entered out of order, so the driver's route does not match the plan.
  • A trip is started without being approved, so dispatch loses track of it.
Dispatch Operator
, Driver, Admin.

Set up Yacht / Boat Charter your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

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