Printable operating procedure
Work through the checklist
We bring the relevant records together so your team can check the facts before moving on.
Hand over the ride. Check the answer.
Check the journey Who: Dispatcher. Pass when: Date, pickup time, time zone, addresses and stops match the booking.
Confirm the vehicle requirements Who: Dispatcher + partner. Pass when: The partner has confirmed space for passengers, luggage and any required child seats.
Agree the fee and who collects payment Who: Dispatcher + partner. Pass when: Partner fee, currency, extras, waiting charges and who collects any passenger payment are agreed.
Send the request to the right partner Who: Dispatcher. Pass when: The intended partner has the request and its booking reference. The partner job page in TransferCRM opens from a link and accepts replies without an account.
Set a reply deadline Who: Dispatcher. Pass when: A deadline and the person who follows up on silence are recorded.
Verify acceptance Who: Dispatcher. Pass when: The partner has said yes; any direct handover has a prior agreement behind it. On the order detail page in TransferCRM, we distinguish pending replies from accepted rides.
Collect driver and vehicle details Who: Partner. Pass when: Driver name, reachable phone number, vehicle and registration are recorded.
Confirm the pickup instructions Who: Partner. Pass when: The driver has the meeting point, meet sign details and relevant passenger instructions.
Check changes before pickup Who: Dispatcher + partner. Pass when: The partner has acknowledged the latest time, route and instructions, including any changes.
No reply, refusal or expiry: leave acceptance unchecked and assign someone to arrange cover.