RoutingBox Friday Recap: Using Your Trip Data to Drive Business Intelligence
If utilized correctly, the data you gather from each trip can be used to drive business intelligence. This intelligence can be useful to your organization for many reasons. You may discover that some trips haven’t been billed, or you might still have denials from trips that occurred months ago. You could be missing payments, and not even know it. It’s important to have a software that prevents this from happening.
In RoutingBox, the Trip Viewer can be used to generate reports based on any available pieces of data on your trips. One of the most common uses for the Trip Viewer is making sure that you have accurately billed, and received payment for all of your trips.
You might get paid based on the number of miles you actually drove the passenger, or your payment could just be based on how many miles the trip was estimated to be. Keeping track of this information is crucial to you getting paid. If your payment is based on estimated miles, you will want to compare the estimated mileage provided by the broker to the actual mileage of the trip. You need to make sure these numbers match to ensure that your payment from these brokers is accurate. The trip mileage could be longer than the broker anticipated it to be, which means they may have underpaid you. RoutingBox is designed to help you keep a close eye on this: for every trip that’s imported, RoutingBox geocodes the address and calculates the mileage through both Microsoft and Google for accuracy.
Once the trip is in its “final state,” i.e. competed, canceled, or no-show, it’s time to shift gears to Billing within the Trip Viewer. Trips that satisfy the billing requirements go into the Ready status, which means that the trip is completed and is ready to be billed. Once you’re done billing each trip, it shifts from Ready to Billed. You can then view who has paid and who hasn’t. If they don’t fit the criteria to be billed, then they will be categorized accordingly. If you have any questions or uncertainties about the required information from a billing perspective, open the trip viewer, pull up the accounts receivable and billing info view. This will give you a better understanding of exactly what is needed.
How does the trip viewer work?
- At the top of the trip viewer screen, you can view the different trip fields, as well as custom fields that can be used for custom intelligence.
- Select / deselect any of these fields to make them appear in your grid to create a custom report.
- If you save the report you create, you won’t have to re-create it for future use.
- You can click in the bottom right corner and export this to an excel file, which will give you the ability to dive deeper into the data.
- Driver completes trip
- Trip goes into a billing ready status
- Then you bill the trip, shifting it to a billed status
- By now you should have been paid; some payers will provide a billing file which can be uploaded into RoutingBox or you can use the payment posting tool in RoutingBox which allows you to enter which trips have been paid, and which have been denied.
Applying this to a real-life situation:
If you want to make sure that every trip from June was billed, you would create a report. This report can be customized to show you every trip that occurred in June, which ones are still in billing ready status and which ones have already been billed and have paid. Sometimes your billing process can be put on hold because certain information is missing. Say for example, your driver forgot to collect the passengers signature. If this is the case, the billing cycle cannot move forward until that signature is collected. You could go through every trip until you locate which ones are missing the signature, or you can use the RoutingBox signatures button that automatically filters the screen to only show the trips that are missing a signature. Once you figure out which trips are missing signatures, you can gather the data to finally get this submitted so you can get paid. You have the necessary billing information at your fingertips, if it’s used correctly, you will never miss being paid.
Whether you’re going through an audit, or making sure you’re accurately paid for each completed trip, using the trip viewer in RoutingBox is a crucial part to the success of your organization.