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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.

Who can use thisAgency ownerAgency manager
In the appMorePickups

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

  1. Open More, then Pickups, and tap Assign employee on an unassigned pickup.
  2. Check the booking and the car, then the place and time.
  3. Read the car readiness: it tells you whether the task can be done.
  4. Choose an employee from the list, helped by their availability, distance and tasks of the day.
  5. Set the priority and the required actions, and add an internal note.
  6. Tap Assign pickup. The status moves to Assigned and the employee is notified.

The pickups dashboard

Pickup operations screen

FieldRequiredValues or formatExampleWhat it means
DateYes, today by defaultA calendar date20 May 2026The day shown.
TabsYesToday, Tomorrow, This weekTodayThe period covered by the tiles and the list.
TilesNot applicableTotal, Unassigned, Assigned, Completed, Late, Cars not readyUnassigned: 3Tapping a tile filters the list.
Pickup rowNot applicableBooking code, customer, car and plate, time, place, status, employeeBK-240520-7821, 10:00, AirportAn overview of each task.
UrgencyNot applicablePickup today, Due in 1 h, LateDue in 1 hShows what to handle first.
Assign employeeNot applicableButtonAssign employeeOpens the assignment screen.
View detailsNot applicableButtonView detailsOpens the assignment details.

After you act: tiles and list update with every status change an employee makes.

The unassigned queue

Unassigned pickups screen

FieldRequiredValues or formatExampleWhat it means
DateNoA date20 May 2026Limits to that day's pickups.
CityNoA city of the agencyCasablancaFilters by city.
SiteNoOne of your sitesAirport counterFilters by agency site.
Pickup placeNoA placeMohammed V AirportFilters by meeting place.
Car categoryNoEconomy, Compact, Sedan, SUV, Luxury, Van, Pickup, Electric, CommercialSUVFilters by category.
UrgencyNoNormal, High, UrgentUrgentFilters by priority.
Car readinessNoReady, Not readyNot readyShows cars to prepare.
Booking typeNoIndividual, CompanyCompanyFilters by customer type.
Card chipsNot applicableInspection, Documents, High priorityInspectionWhat the task needs.
Assign employeeNot applicableThe card's single buttonAssign employeeOpens 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

FieldRequiredValues or formatExampleWhat it means
Booking and vehicleNot applicableCode, photo, model, plate, site, booking type, customer, call buttonBK-240520-7821, Dacia LoganWhat you are handing over.
Pickup detailsNot applicableDate, time, place, address, map, distance from the site, return place, customer notes, agency notes20 May, 10:00, 12 kmWhere and when the employee must be.
Car readinessNot applicableCar status, last inspection, known damage, fuel, mileage, cleanliness, documents, insurance2 known damages, full tankShown before the employees so you know whether the task can be done.
Search employeeNoFree textMehdiFinds an employee by name.
Employee filtersNoAvailable, Nearby, Fewest tasks, role, siteAvailableNarrows the list.
EmployeeYesOne choice in the listMehdi TahiriFor each: photo, role, phone, tasks today, distance, availability, schedule, last task. Only this agency's employees appear.
PriorityYes, Normal by defaultNormal, High, UrgentHighThe importance shown to the employee.
Required actionsNo, all ticked by defaultPrepare the car, check documents, pickup photos, complete the checklist, customer signature, start the rentalAllThe list the employee must finish before closing the pickup.
Internal notesNoFree textVIP customer, arrive earlySeen by the agency and the employee, never by the customer.
AttachmentsNoPhotos or documentsAccess mapHelps the employee on site.
Assign pickupNot applicableButtonAssign pickupConfirms 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

StepWhat happens
UnassignedThe booking has just been confirmed.
AssignedYou chose an employee.
AcceptedThe employee accepts the task.
On the wayThe employee heads to the place; the customer is notified.
ArrivedThe employee marks their arrival; their location is recorded.
Preparing carThe employee prepares the car with their checklist.
Inspection in progressThe pickup inspection is under way with the customer.
Inspection completedThe pickup inspection is sent.
Ready for customerThe car is ready; the customer is notified.
CompletedThe 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

FieldRequiredValues or formatExampleWhat it means
Number and statusNot applicablePickup number, booking code, badgePA-2025-00145, On the wayThe task reference.
EmployeeNot applicableName, online presence, call buttonMehdi TahiriThe assigned person.
PriorityNot applicableNormal, High, UrgentHighAs set when assigning.
Details tabNot applicableCustomer, vehicle, pickup and return places with DirectionsMohammed V AirportAll the task information.
Checklist tabNot applicableRequired actions and progress4 of 6What is left to do.
Timeline tabNot applicableEach step with time, author and noteAccepted at 08:42The full history.
Notes tabNot applicableCustomer notes, internal notes, employee notesParking level -1Written exchanges.
ActionsNot applicableReassign, Reschedule, Call employee, Call customer, Cancel, View inspectionReassignThe 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

FieldRequiredValues or formatExampleWhat it means
DateYes, today by defaultA date20 May 2026The day looked at.
StateNot applicableAvailable, Busy, Offline, On breakAvailableSet by the employee in their profile.
Tasks todayNot applicableNumber3Workload.
Next taskNot applicableTime14:30The next commitment.
Location and distanceNot applicableDistance in kilometres to the place4 kmOnly if the employee shares their location.
SkillsNot applicableInspection, damage reporting, accident handling, document handlingInspectionWhat the employee is allowed to do.
HintNot applicableBest match, Nearby, Light workloadBest matchA help to choose.
ActionsNot applicableAssign, Call, View scheduleAssignAssigns a task directly.

After you act: assigning follows the same rules as the assignment screen.

The schedule

Pickup schedule screen

FieldRequiredValues or formatExampleWhat it means
ViewYesBy day, By week, By employee, By locationBy employeeGroups the tasks.
PeriodYesStart and end dates18 to 24 MayThe period shown.
RowNot applicableTime, booking code, plate, customer, place, employee, status10:00, BK-240520-7821One 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

FieldRequiredValues or formatExampleWhat it means
Current employeeNot applicableNameMehdi TahiriReminder of the current situation.
New employeeYes to reassignAn employee of the same agencyKarim BouaidWho takes over the task.
Current timeNot applicableDate and time20 May, 10:00Reminder.
New date and timeYes to rescheduleDate and time20 May, 15:00The new appointment.
New placeNoPlace and addressCasablanca city centre agencyIf the meeting place changes.
ReasonYesEmployee unavailable, Customer changed time, Car not ready, Location changed, OtherCar not readyKept in the history.
Notify employeeNo, on by defaultSwitchOnSends a notification to the employee.
Notify customerNoSwitchOnSends a notification to the customer.
Internal noteNoFree textCar wash running lateSeen 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

EventRecipientChannel
AssignedEmployeeNotification and email
AcceptedManagerNotification
On the wayCustomerNotification
ArrivedManagerNotification
Issue reportedManagerPriority notification and email, even during quiet hours
Ready for customerCustomerNotification
CompletedCustomer and managerNotification and receipt email
Unassigned 2 h before departureManagerReminder notification
Not accepted 30 min after assignmentManagerReminder notification

Troubleshooting

Message or situationCauseWhat to do
The employee is not in the listThey are not attached to this agency, or they are inactive.Add them from Team.
The assignment is refusedThe employee belongs to another agency.Choose an employee from the same agency.
An action is refused with the current status shownThe action is not allowed at this step.Follow the flow; a reported issue must be resolved first.
The pickup cannot be completedThe 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

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