TA Trip Tracker is a powerful trip and task management tool that helps travel agents stay organized, close more sales, and deliver exceptional client experiences.
All-in-One Trip Management – Keep trip details, pricing, and client info organized in one place.
Smart Trip Pipeline – Visually track trips through every stage, from request to post-travel follow-ups.
Automated Tasks & Reminders – Never miss final payments, travel dates, or follow-ups with system-generated tasks.
Custom Agent Workflow – Create and prioritize tasks that match how you sell and service trips.
Easy Confirmation Tracking – Quickly access confirmation numbers for hotels, transfers, excursions, and more.
Welcome to TA Trip Tracker, your ultimate productivity companion designed exclusively for travel agents! Say goodbye to scattered spreadsheets and endless to-do lists—our intuitive tool streamlines every aspect of managing your bookings and client details in one smart, easy-to-use platform. With documents at your fingertips in the built-in library, you’ll have all your essential trip information organized and accessible whenever you need it.
Whether you’re juggling multiple trips or growing your travel agency, TA Trip Tracker helps you stay organized, save time, and focus on what you love most: crafting unforgettable journeys for your clients. Let’s take your travel business to the next level!
Add a Trip in TA Trip Tracker allows agents to create and manage trips by entering key details, including a unique trip number, destination, trip type, number of travelers, trip start date, final payment date, end date, customer name, budget, and final price—all in one organized place.
Trip Details feature allows agents to easily record and view all trip confirmation numbers in one place. Agents can enter confirmation details for each trip component, including flights, hotels, transfers, excursions, and additional services, ensuring quick access and organized trip management.
In TA Trip Tracker, agents move pre-booked trips through stages such as Trip Requests, Trip roposals, Trip Modifications, and Trip Accepted, making it easy to track where each trip is in the pipeline.
TA Trip Tracker automatically moves each trip through the pipeline based on key milestones, including the trip start date, trip end date, and final payment date.
The pipeline stages include: Trips Booked, Final Payment, 45-Day Trip Review, Trip Bon Voyage, Trips Traveling, Welcome Home, 6-Month Follow-Up, and 1-Year Follow-Up.
TA Trip Tracker Tasks are displayed in easy-to-read columns organized by priority. Agents can create and manage their own tasks, while system-generated tasks are automatically created for you to help keep trips on track.
The TA Trip Tracker Library is your go-to resource hub, stocked with a collection of essential, ready-to-use documents designed to simplify your travel planning and client management. While it offers a solid foundation of generic templates and materials accessible to all agents, it also allows you the flexibility to personalize and expand the library by adding your own custom documents. This blend of shared and self-created resources ensures you have everything you need right at your fingertips to deliver smooth, professional service every time.
The Agent Dashboard is a clear, easy-to-read home base designed to give agents instant access to what matters most. Clickable tiles provide quick navigation to key areas of TA Trip Tracker, allowing agents to jump directly to trips, tasks, pipeline stages, and important follow-ups without digging through menus.
Easily turn inquiries into organized trip requests. Agents can share a simple form with clients to collect trip details upfront, and once submitted, TA Trip Tracker automatically creates a Trip Request—saving time, reducing back-and-forth, and keeping every new trip perfectly organized from the start.
From pre-booked requests to post-trip follow-ups, everything lives in one organized system—no more jumping between emails, spreadsheets, and sticky notes. Automated trip stages, system-generated tasks, and at-a-glance trip details keep agents moving forward without manual tracking or guesswork. Important dates like final payment, travel, and follow-ups are surfaced automatically, so nothing slips through the cracks.
Less time managing trips. More time selling, servicing, and growing your business.
Trips automatically progress through each stage of the journey based on key dates and milestones, from booking and final payment to travel, welcome home, and long-term follow-ups. System-generated tasks, date-driven reminders, and clear pipeline stages ensure agents always know what needs attention next—no constant checking or updating required.
With automation handling the workflow, agents can stay proactive, organized, and focused on delivering exceptional client experiences instead of managing processes.
Agent Certifications lets agents easily track their professional certifications in one centralized place. Agents can enter certification details and expiration dates, while agency owners can view their entire team’s certifications at a glance—helping ensure compliance, stay organized, and keep credentials up to date.
A Trip Tracker makes it effortless to know exactly who is on the road right now. Trips automatically move into the Trip Traveling stage based on travel dates, giving agents a real-time view of current travelers at a glance. Whether you’re checking in, monitoring active trips, or preparing for any last-minute needs, you’ll always know who’s traveling and when—without searching through calendars or files.
TA Trip Tracker Travelers puts your clients at the center of every trip. Store and access traveler preferences, interests, trip history, and family members all in one place, making it easy to personalize every recommendation and booking. From repeat travelers to multi-generational trips, agents can plan smarter, faster, and with confidence—every time.
The TA Trip Tracker Library is your go-to resource hub, stocked with a collection of essential, ready-to-use documents designed to simplify your travel planning and client management. While it offers a solid foundation of generic templates and materials accessible to all agents, it also allows you the flexibility to personalize and expand the library by adding your own custom documents. This blend of shared and self-created resources ensures you have everything you need right at your fingertips to deliver smooth, professional service every time.
The TA Trip Tracker Library is your go-to resource hub, stocked with a collection of essential, ready-to-use documents designed to simplify your travel planning and client management. While it offers a solid foundation of generic templates and materials accessible to all agents, it also allows you the flexibility to personalize and expand the library by adding your own custom documents. This blend of shared and self-created resources ensures you have everything you need right at your fingertips to deliver smooth, professional service every time.
TA Trip Tracker lets agents connect their email and attach messages directly to trips, keeping all communication organized in one place. Easily save confirmations, supplier emails, and client conversations right inside the trip record—no more digging through your inbox.
Several email providers are already supported, with Microsoft email integration coming soon.
A Trip Tracker makes it easy for agency owners to see exactly what their team is working on, all in one place.
With a clear, prioritized task view, owners can quickly track progress, identify what needs attention, and assign or reassign tasks with ease. System-generated and custom tasks keep work organized and ensure nothing slips through the cracks—helping teams stay accountable and trips stay on track.
Offer a free trial that users can access without entering a credit card. Simply require an email address, and automatically send a confirmation email when the trial begins.”
TA Trip Tracker reports are coming soon to give agents quick, meaningful insights into their business. View top destinations, compare budget vs. final price, analyze trip types, and more—all in one place. These reports make it easy to spot trends, track performance, and make smarter decisions without digging through individual trips.
Skip the hassle of tracking down supplier details—we’ve got you covered. Easily store company names, titles, phone numbers, and email addresses in organized categories like resorts, excursions, transfer companies, and more.
This upcoming Supplier Rolodex will be available soon in TA Trip Tracker.
Projects give agents a dedicated place to create, organize, and stay on top of tasks that aren’t tied to a specific booking or trip. From onboarding new clients and managing marketing activities to tracking internal initiatives and long-term goals, Projects help keep everything moving forward. With tasks, due dates, and clear visibility, agents can stay organized, focused, and in control of their non-trip work—all in one place.
Skip the hassle of tracking down supplier details—we’ve got you covered. Easily store company names, titles, phone numbers, and email addresses in organized categories like resorts, excursions, transfer companies, and more.
This upcoming Supplier Rolodex will be available soon in TA Trip Tracker.
Save Time, Stay on Track with TA Trip Tracker
