Get to Your Visit with a Cab or Ride
If your team coordinates travel through Brixi, ride details appear right inside the visit. Check the driver, vehicle, and OTP before you board, track the ride on the way, and cancel or escalate cleanly when plans change — so a travel hiccup doesn't become a missed appointment. You'll only see ride details if your organization has enabled them.
Entry pointMobile app
What Ride Details May Include
- Ride provider.
- Driver name.
- Driver phone number.
- Vehicle details.
- OTP.
- Tracking information.
- Ride status.
- Cancel ride action.
What you actually see depends on how your organization manages transportation — some teams coordinate travel manually, while others put cab details directly inside the visit workflow.
Before the Visit
Check ride details before leaving:
- Open the visit.
- Review cab or ride section.
- Confirm pickup or route information.
- Save driver contact if needed.
- Check OTP before boarding if required.
- Contact manager or support if ride details are missing close to visit time.
If the visit includes a customer pickup or an accompanied site visit, confirm the customer's expected time separately — a ride being assigned doesn't mean the customer is available.
During the Ride
- Keep customer visit time in mind.
- Use tracking if available.
- Contact the customer if delay affects arrival.
- Update visit notes if travel affects the meeting.
If you are delayed, update the visit or notify your manager according to your team's process. This helps managers understand whether a late visit was caused by customer delay, traffic, ride assignment, or internal scheduling.
Cancel or Escalate
Cancel a ride only when the visit or travel plan has truly changed. If ride details are wrong or driver information is missing, go through the coordinator or escalation path your team has defined.
Before cancelling, check whether the visit itself is cancelled, rescheduled, or still expected to happen. If the customer still expects you, cancelling the ride without a replacement means a missed appointment.
Common Issues
| Issue | What to check |
|---|---|
| Ride details are missing | Confirm the visit supports ride coordination and ride was assigned. |
| OTP is unavailable | Refresh visit details and contact coordinator. |
| Driver cannot be reached | Use alternate contact path defined by your team. |
| Ride was cancelled by mistake | Contact manager or coordinator immediately. |
Ride problems are usually operational, not technical. A missing, delayed, or wrong ride for an upcoming visit goes to your manager or ride coordinator — they assign the rides, and they can fix it before your visit time.
Contact Brixi support only if ride coordination is clearly enabled for your organization but ride details fail to appear for multiple users across visits.
Related Reports
Ride details may not always appear in standard CRM reports, but visit outcome and field activity reports should still show whether the customer visit happened.