At 3 vehicles you can hold the whole business in your head. At 12 you cannot. The operators who scale cleanly do it by writing down what they used to do from instinct — turning tribal knowledge into Standard Operating Procedures. Here are the 12 SOPs that matter most, with what each should contain.
1. New trip intake
Copy link to section: 1. New trip intakeTrigger: any new inquiry (phone, web form, email).
Contents: - Required fields: customer name, contact, pickup, drop, date, time, vehicle, special notes - Quote response time: 30 minutes business hours, 90 minutes after hours - Default deposit policy - Default cancellation policy - Tag the source channel
Why it matters: every dispatcher quoting differently is the #1 source of pricing drift.
2. Trip confirmation
Copy link to section: 2. Trip confirmationTrigger: customer accepts quote.
Contents: - Confirm via email + SMS - Calendar invite - Card on file or deposit captured - Customer notified of cancellation policy - Trip pushed to dispatch board
3. Pre-trip prep (driver)
Copy link to section: 3. Pre-trip prep (driver)Trigger: 90 minutes before pickup.
Contents: - Vehicle wash/exterior check - Interior detail (vacuum, glass, water restocked) - Fuel check (full or 90%+) - Trip details review - Navigation pre-loaded - Customer name printed if they're a meet-and-greet
4. Pickup execution
Copy link to section: 4. Pickup executionTrigger: at pickup time.
Contents: - Arrive 5–10 minutes early - Park where the customer can find you - Send "I'm here" SMS at scheduled pickup time - Wait the contracted grace period (usually 15 min for airport, 5 min otherwise) - Greet, confirm destination, open door
5. Drop-off execution
Copy link to section: 5. Drop-off executionTrigger: arrival at destination.
Contents: - Open door and assist with luggage - Confirm the customer has all belongings (photo of cabin) - Polite "if you have a moment, a Google review really helps us" - Mark trip complete in app
6. Post-trip handling
Copy link to section: 6. Post-trip handlingTrigger: trip marked complete.
Contents: - Receipt sent within 1 hour - Review request sent 4 hours later - Damage/cleanup report if needed - Card charged final amount
7. Daily dispatch open
Copy link to section: 7. Daily dispatch openTrigger: start of dispatcher's shift.
Contents: - Review prior shift's incidents - Confirm next 24 hours of bookings - Check vehicle availability - Driver assignments for the next 24 hours - On-call escalation contact for the day
8. Daily dispatch close
Copy link to section: 8. Daily dispatch closeTrigger: end of dispatcher's shift.
Contents: - Handoff document with anything in flight - Note any customer issues to follow up - Confirm next dispatcher knows of any vehicle/driver issues - Email summary to owner
9. Driver onboarding
Copy link to section: 9. Driver onboardingTrigger: new driver hired.
Contents: - Day-by-day plan (full version in Hiring Chauffeurs the Right Way) - Documents collected (license, MVR, insurance, W-4) - Uniform and equipment issued - App and tools demoed in person - First two weeks of paid ride-along scheduled
10. Customer complaint handling
Copy link to section: 10. Customer complaint handlingTrigger: any complaint received.
Contents: - Acknowledge within 1 hour during business hours, 4 hours after - Owner reviews any complaint involving safety, billing dispute, or repeat issue - Offered remedy logged in customer record - Resolution communicated to customer in writing - Pattern review: if same complaint type appears 3× in a month, root-cause exercise
11. Vehicle maintenance
Copy link to section: 11. Vehicle maintenanceTrigger: monthly + threshold-based.
Contents: - 12-point monthly check (detail here) - Mileage-triggered service (oil, brakes, tires) - Pre-trip walk-around recorded daily - Damage logged with photos and assigned to a specific incident if known
12. Account / customer review
Copy link to section: 12. Account / customer reviewTrigger: monthly for top customers, quarterly for full active list.
Contents: - Trip volume and revenue trend - Service issues (count and severity) - Reach out to any customer whose volume dropped 50%+ - Reach out to any new customer with 3+ trips for a "how's it going" check-in - Review pricing for top 20 accounts annually
How to actually maintain SOPs
Copy link to section: How to actually maintain SOPsThree rules:
- Owned by one person. Each SOP has an owner. Without an owner, it goes stale.
- Reviewed quarterly. 30-minute meeting per quarter, walk through the SOPs that have caused friction, update them.
- Onboarded with new hires. Every new dispatcher and driver reviews relevant SOPs in week 1.
Most operators write SOPs once and never look at them again. The real value is in the ongoing review.
Where to keep them
Copy link to section: Where to keep themNot in someone's Google Drive folder. In a tool the team actually uses. Many modern dispatch platforms — including Kymark — have built-in checklists and SOP fields tied to trip and driver workflows. See the features or start your free 14-day trial and lock in a GNet users discount — 10% off any plan, for life — limited time offer valid until the deadline shown in the offer countdown to see how SOPs become part of the daily flow instead of a forgotten document.
Bring it together with Kymark
Copy link to section: Bring it together with KymarkOperational clarity is a software problem as much as a discipline problem. Kymark gives every dispatcher the same view, every driver the same instructions, and every customer the same experience. Explore the features, see pricing, or start your free 14-day trial and lock in a GNet users discount — 10% off any plan, for life — limited time offer valid until the deadline shown in the offer countdown and walk it through with your team.
Related reading: Modernizing Limo Dispatch · Streamline Dispatching for Efficiency.



