Set Up Custom Trip and Quote Numbers

This step-by-step article outlines how you can enable custom sequences for quote and trip numbers.

1. Starting in Trip Manager, go to Company→Settings.

2. Once on the settings page, click the Trips tab in the navigation menu. 

3. Scroll down to the section titled Custom Trip and Quote number. This can be found underneath the Trip status options section. Make sure to check the box next to Enable. From there, you will be able to adjust the following:

• See your next quote and trip number
• Select your starting number
• Adjust the sequence to reflect just sequential numbers or the year and the sequential number

4. When it’s finished, please scroll to the bottom of the page and click Save!