Pickup operations
Assign each pickup and each return to an employee, follow them step by step until the keys are handed over, and reassign or reschedule when something comes up.
A pickup links a confirmed booking to an employee, a place and a time, and follows it until the keys are handed over. It appears by itself, Unassigned, as soon as a booking is confirmed. The owner and the agency manager assign, reassign, reschedule and cancel; the employee does the field steps from their phone. Returns follow the same flow.
Steps: assign a pickup
- Open More, then Pickups, and tap Assign employee on an unassigned pickup.
- Check the booking and the car, then the place and time.
- Read the car readiness: it tells you whether the task can be done.
- Choose an employee from the list, helped by their availability, distance and tasks of the day.
- Set the priority and the required actions, and add an internal note.
- Tap Assign pickup. The status moves to Assigned and the employee is notified.
The pickups dashboard
Pickup operations screen
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Date | Yes, today by default | A calendar date | 20 May 2026 | The day shown. |
| Tabs | Yes | Today, Tomorrow, This week | Today | The period covered by the tiles and the list. |
| Tiles | Not applicable | Total, Unassigned, Assigned, Completed, Late, Cars not ready | Unassigned: 3 | Tapping a tile filters the list. |
| Pickup row | Not applicable | Booking code, customer, car and plate, time, place, status, employee | BK-240520-7821, 10:00, Airport | An overview of each task. |
| Urgency | Not applicable | Pickup today, Due in 1 h, Late | Due in 1 h | Shows what to handle first. |
| Assign employee | Not applicable | Button | Assign employee | Opens the assignment screen. |
| View details | Not applicable | Button | View details | Opens the assignment details. |
After you act: tiles and list update with every status change an employee makes.
The unassigned queue
Unassigned pickups screen
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Date | No | A date | 20 May 2026 | Limits to that day's pickups. |
| City | No | A city of the agency | Casablanca | Filters by city. |
| Site | No | One of your sites | Airport counter | Filters by agency site. |
| Pickup place | No | A place | Mohammed V Airport | Filters by meeting place. |
| Car category | No | Economy, Compact, Sedan, SUV, Luxury, Van, Pickup, Electric, Commercial | SUV | Filters by category. |
| Urgency | No | Normal, High, Urgent | Urgent | Filters by priority. |
| Car readiness | No | Ready, Not ready | Not ready | Shows cars to prepare. |
| Booking type | No | Individual, Company | Company | Filters by customer type. |
| Card chips | Not applicable | Inspection, Documents, High priority | Inspection | What the task needs. |
| Assign employee | Not applicable | The card's single button | Assign employee | Opens the assignment screen. |
After you act: active filters show as chips you can remove one by one. An assigned pickup leaves the queue.
The assignment screen
Assign pickup screen
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Booking and vehicle | Not applicable | Code, photo, model, plate, site, booking type, customer, call button | BK-240520-7821, Dacia Logan | What you are handing over. |
| Pickup details | Not applicable | Date, time, place, address, map, distance from the site, return place, customer notes, agency notes | 20 May, 10:00, 12 km | Where and when the employee must be. |
| Car readiness | Not applicable | Car status, last inspection, known damage, fuel, mileage, cleanliness, documents, insurance | 2 known damages, full tank | Shown before the employees so you know whether the task can be done. |
| Search employee | No | Free text | Mehdi | Finds an employee by name. |
| Employee filters | No | Available, Nearby, Fewest tasks, role, site | Available | Narrows the list. |
| Employee | Yes | One choice in the list | Mehdi Tahiri | For each: photo, role, phone, tasks today, distance, availability, schedule, last task. Only this agency's employees appear. |
| Priority | Yes, Normal by default | Normal, High, Urgent | High | The importance shown to the employee. |
| Required actions | No, all ticked by default | Prepare the car, check documents, pickup photos, complete the checklist, customer signature, start the rental | All | The list the employee must finish before closing the pickup. |
| Internal notes | No | Free text | VIP customer, arrive early | Seen by the agency and the employee, never by the customer. |
| Attachments | No | Photos or documents | Access map | Helps the employee on site. |
| Assign pickup | Not applicable | Button | Assign pickup | Confirms the assignment. |
After you save: the status moves to Assigned and the employee gets a notification and an email. Without acceptance 30 minutes later, you get a reminder.
The flow of a pickup
| Step | What happens |
|---|---|
| Unassigned | The booking has just been confirmed. |
| Assigned | You chose an employee. |
| Accepted | The employee accepts the task. |
| On the way | The employee heads to the place; the customer is notified. |
| Arrived | The employee marks their arrival; their location is recorded. |
| Preparing car | The employee prepares the car with their checklist. |
| Inspection in progress | The pickup inspection is under way with the customer. |
| Inspection completed | The pickup inspection is sent. |
| Ready for customer | The car is ready; the customer is notified. |
| Completed | The keys are handed over; the booking moves to Active. |
Special cases: Issue reported, Late, Rescheduled, Reassigned, Cancelled, No-show. Steps follow one another in order: a skipped step is refused. A pickup can only be completed with a finished pickup inspection and every required action done or marked not applicable.
Assignment details
Assignment details screen
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Number and status | Not applicable | Pickup number, booking code, badge | PA-2025-00145, On the way | The task reference. |
| Employee | Not applicable | Name, online presence, call button | Mehdi Tahiri | The assigned person. |
| Priority | Not applicable | Normal, High, Urgent | High | As set when assigning. |
| Details tab | Not applicable | Customer, vehicle, pickup and return places with Directions | Mohammed V Airport | All the task information. |
| Checklist tab | Not applicable | Required actions and progress | 4 of 6 | What is left to do. |
| Timeline tab | Not applicable | Each step with time, author and note | Accepted at 08:42 | The full history. |
| Notes tab | Not applicable | Customer notes, internal notes, employee notes | Parking level -1 | Written exchanges. |
| Actions | Not applicable | Reassign, Reschedule, Call employee, Call customer, Cancel, View inspection | Reassign | The actions available for the current status. |
After you act: cancelling asks for a reason; the task moves to Cancelled and the employee is notified.
Employee availability
Employee availability screen
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Date | Yes, today by default | A date | 20 May 2026 | The day looked at. |
| State | Not applicable | Available, Busy, Offline, On break | Available | Set by the employee in their profile. |
| Tasks today | Not applicable | Number | 3 | Workload. |
| Next task | Not applicable | Time | 14:30 | The next commitment. |
| Location and distance | Not applicable | Distance in kilometres to the place | 4 km | Only if the employee shares their location. |
| Skills | Not applicable | Inspection, damage reporting, accident handling, document handling | Inspection | What the employee is allowed to do. |
| Hint | Not applicable | Best match, Nearby, Light workload | Best match | A help to choose. |
| Actions | Not applicable | Assign, Call, View schedule | Assign | Assigns a task directly. |
After you act: assigning follows the same rules as the assignment screen.
The schedule
Pickup schedule screen
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| View | Yes | By day, By week, By employee, By location | By employee | Groups the tasks. |
| Period | Yes | Start and end dates | 18 to 24 May | The period shown. |
| Row | Not applicable | Time, booking code, plate, customer, place, employee, status | 10:00, BK-240520-7821 | One task in the schedule. |
After you act: tapping a row opens the assignment details. The employee view shows overload; the location view shows nearby tasks you can group.
Reassign or reschedule
Reassign or reschedule screen
| Field | Required | Values or format | Example | What it means |
|---|---|---|---|---|
| Current employee | Not applicable | Name | Mehdi Tahiri | Reminder of the current situation. |
| New employee | Yes to reassign | An employee of the same agency | Karim Bouaid | Who takes over the task. |
| Current time | Not applicable | Date and time | 20 May, 10:00 | Reminder. |
| New date and time | Yes to reschedule | Date and time | 20 May, 15:00 | The new appointment. |
| New place | No | Place and address | Casablanca city centre agency | If the meeting place changes. |
| Reason | Yes | Employee unavailable, Customer changed time, Car not ready, Location changed, Other | Car not ready | Kept in the history. |
| Notify employee | No, on by default | Switch | On | Sends a notification to the employee. |
| Notify customer | No | Switch | On | Sends a notification to the customer. |
| Internal note | No | Free text | Car wash running late | Seen by the agency. |
After you save: a reassignment keeps the old pickup as Reassigned for the record and creates a new one, Assigned, linked to the old one. A reschedule changes the date and moves the task to Rescheduled until the employee accepts it again.
Returns
The return follows the same flow. It appears, unassigned, when the pickup is completed, for the rental end date. The employee takes the car back and does the return inspection. When the return is completed, the booking moves to Completed, the car to Available, the invoice is finalised and any damage can be charged.
What happens next
| Event | Recipient | Channel |
|---|---|---|
| Assigned | Employee | Notification and email |
| Accepted | Manager | Notification |
| On the way | Customer | Notification |
| Arrived | Manager | Notification |
| Issue reported | Manager | Priority notification and email, even during quiet hours |
| Ready for customer | Customer | Notification |
| Completed | Customer and manager | Notification and receipt email |
| Unassigned 2 h before departure | Manager | Reminder notification |
| Not accepted 30 min after assignment | Manager | Reminder notification |
Troubleshooting
| Message or situation | Cause | What to do |
|---|---|---|
| The employee is not in the list | They are not attached to this agency, or they are inactive. | Add them from Team. |
| The assignment is refused | The employee belongs to another agency. | Choose an employee from the same agency. |
| An action is refused with the current status shown | The action is not allowed at this step. | Follow the flow; a reported issue must be resolved first. |
| The pickup cannot be completed | The pickup inspection is not finished, or a required action is still open. | Open the Checklist tab, then View inspection. |
Updated on 25 October 2026Markdown version