Trip Ops Guide

Trip Ops is OpsGrip's field work management module. If your IT team ever leaves the office — for site visits, installations, equipment swaps, or audits — Trip Ops keeps everything organized in one place.

Creating a Trip

Go to Trip Ops in the sidebar
Click New Trip
Fill in the details:

Trip Name — e.g., "Server Rack Install - Downtown Office"
Destination — Link to a Site or enter a custom address
Date/Time — When you're going
Assigned To — Who's going
Priority — Low, Medium, High, Critical

Save and start planning

Trip Detail Tabs

Each trip has six tabs for comprehensive planning:

Overview

The big picture — trip status, key details, notes, and a summary of everything planned.

Checklists

Create task lists for the trip. Pre-trip prep, on-site tasks, post-trip follow-ups. Check items off as you go — on desktop or mobile.

Inventory

Pack list for the trip. Pull items from your IT Inventory and assign them to the trip. Know exactly what's going in the van before you leave.

Expenses

Track trip costs — mileage, meals, parking, parts purchased on-site. Keep a running total for reimbursement or project billing.

Time & Mileage

Log drive time, on-site time, and mileage. Useful for tracking labor costs and optimizing future trip planning.

After-Action Report (AAR)

Document what happened, what went well, and what to do differently next time. AARs help your team learn from every field visit and build institutional knowledge.

Views

Trip Ops supports three views: - List View — Sortable table of all trips - Kanban View — Visual board with trips grouped by status - Calendar View — See trips laid out on a timeline

Tips

Create template trips for recurring visits (monthly maintenance, quarterly audits)
The inventory packing feature prevents the "I forgot the cable" problem
After-Action Reports are underrated — they turn every trip into a learning opportunity
Use the mobile view when you're on-site for real-time checklist tracking