Create completed trip records for billing and ops teams
Create completed trip records for billing and ops teams
Your completed trip records remain in CRM after status changes, leaving billing and passenger follow-up manual and error-prone. Capture trips into a central table for ops and billing the same day.
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Overview
Trips marked complete in the CRM often become a weekend of manual reconciliation for chauffeurs and billing staff. This flow captures passenger and fare details into a single trips table so operations and billing can reconcile and invoice the same day.