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Navigate to Trips and click New. This will open the Trip Builder (screenshot 1)
On the top-right, select the trip type from the drop down (screenshot 1-1).
To create a Services trip, select Services and follow the instructions below
Under Aircraft, start typing the aircraft registration; it will autocomplete (screenshot 1-2)
Double check any fields that autofill and enter the rest of the information
In the Flight Legs section, type the name, ICAO or IATA of the departure and arrival airports, and select an airport from the drop down (screenshot 1-3)
Fill in the departure or arrival date and time; the flight time will be calculated automatically (screenshot 1-4)
To create more flight legs, click the green '+' sign on the right (screenshot 1-5) and repeat steps 5-6
To remove a flight leg, click the cross next to the '+' sign (screenshot 1-6)
Using the toggles above the Flight Legs section (screenshot 1-7), you can determine the following:
Whether overnights are calculated automatically or entered manually (only for Charter trips)
Whether local times or UTC times are displayed
Whether flight time or block time is displayed
Whether Airline Tools is used to calculate the flight time, or the calculation is made based only on Great Circle
Finish creating the trip
For Charter trips:
Make any required price adjustments (screenshot 1-8)
If you want to create the trip before sending out a quote, click Full Quote (screenshot 1-9). The trip will be created in the stage Quotation Request
If you want to send a quote to the client before finishing the trip, click Quick Quote (screenshot 1-10), then check the email content and recipients (screenshot 2-1) and click Send (screenshot 2-2). The trip will be created in the stage Quick Quotation Sent
For Owner, Pref Charter, and Flight Services trips:
Click Create Trip on the bottom right
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Create a Services Trip
Navigate to Trips and click New
Select Services as the trip type on the top right (screenshot 1-1)
This will take you out of the Trip Builder and into a record creation screen
Fill in the mandatory fields (enter any value in the Trip Name field, which will be recalculated after saving)
Click saveSave
Adjust the flight time of a flight leg
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