Workflow Travel

Use the Travel step to manage travel timers, mileage, and manual travel entries for the current appointment. Your Travel experience depends on Use Travel Time Log and Mileage entry mode settings. Travel time never requests the device's current browser location. Use Travel Time Log needs to be enabled in Mobile Settings in FORGE for the Begin/End Travel options to display.

Start and End a Travel timer

1. Open the workflow step that contains Travel.

2. Select Begin Travel.

3. Wait for the Travel card loading mask to clear.

4. When travel is finished, select End Travel.

5. If prompted, enter at least 1 in Mileage.

6. If prompted, choose an active Rate Category.

7. Save the completed travel activity.

8. Confirm the new travel history row appears. Mileage coupled to travel also creates the related service-call cost using configured defaults.

Cancel a Running Travel or Labor Timer

1. Select Cancel beside the running timer controls.

2. Review the confirmation that cancellation cannot be undone.

3. Confirm cancellation to remove the running timer without leaving a history row.

4. If the delete is rejected, keep the timer unchanged and follow the displayed message.

Add Mileage Separately

This procedure applies when Mileage entry mode is separate from travel time.

1. Open a workflow step that includes Travel.

2. Open the Mileage history section.

3. Select + Add Mileage.

4. Enter the mileage quantity requested by the form.

5. Save the entry.

6. Edit or delete the row only while it is a standalone Draft. Legacy and later-status rows are read-only.