Classifying the same trip weekly or even daily? With Favorite Trips, you can set smart rules and have the app automatically classify your most common trips.
Ex. You drive from home to work every day and are tired of classifying these trips. After you set up your Favorite Trip, every time you take a drive from Home to Work, the app will automatically classify the trip for you. Here is how to set up a Favorite Trip:
Index
Web Dashboard
Step 1: Click the Account button.
Step 2: Click on Favorite Trips on the sidebar menu.
Step 3: Press + New in the top right corner or + Add a Favorite Trip if this is the first Favorite Trip.
Step 4: Enter the starting and ending locations (these must already be saved as a Favorite Place). If you do not have Favorite Places saved yet, please click here to learn how to set this up.
Step 5: Select the Purpose/Classification for how you want this trip to be automatically classified. Enter any notes you would like to appear on each trip as well.
Please keep in mind that for your company to see your Trips, you should be classifying them under a Teams Purpose, not under the plain "Work" purpose.
Step 6: Press Save in the top right corner. You're done!
If you have any questions, please send us an email at support@everlance.com.
Android
Step 1: Tap into settings on the top left of the screen and select Favorite Trips.
Step 2: Tap + button on the bottom right to add new Favorite Trip.
Step 3: Tap on TO and FROM locations to add in new destinations (addresses) or your already added Favorite Places.
Step 4: Classify the Favorite Trip.
Please keep in mind that for your company to see your Trips, you should be classifying them under a Teams Purpose, not under the plain "Work" purpose.
Add a Note to include on the Favorite Trip if desired.
Step 5: Click the checkmark to save and you're done!
You can view your automatically classified trips under the All tab in Trips. Each Favorite Trip will have the Favorite Trips icon on the card.
We would love to hear from you. Contact our support team at support@everlance.com.
iPhone
Step 1: Tap on the Account button.
Step 2: Select Favorite Trips.
Step 3: Tap on + Add a Favorite Trip.
Step 4: Tap on TO and FROM locations to add in new destinations (addresses) or your already added Favorite Places.
Step 5: Classify the Favorite Trip.
Please keep in mind that for your company to see your Trips, you should be classifying them under a Teams Purpose, not under the plain "Work" purpose.
Add a Note to include on the Favorite Trip if desired.
Step 6: Tap Create and you're done!
You can view your automatically classified trips under the All tab in Trips. Each Favorite Trip will have the Favorite Trips icon on the card.
We would love to hear from you! Please contact us at support@everlance.com
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