Knowledge Center

Getting Started

• Initial Setup Instructions
• Where do I login?
• How to Display (Embed) a Quote Request Form on your Business Website
• Quote Request Form Options
• How do I change my initial booking #?
• App (IOS & Android)

Booking Management

• What are bookings?
• Create New Booking
• Modify Existing Booking
• Multiple Vehicle/Driver Booking
• How to Email Out a Quote

Assign/Dispatch

• Driver Alerts / Passenger Notifications
• How do I Assign Drivers?
• How do I Dispatch Drivers?

Merchant Services

• Stripe Setup

Features Explained

• How to give a quote for a client needing 2 vehicles- How to select multiple vehicles in a booking
• How to Customize your Invoice (with your company Logo)
• GNet - How to Farm In & Farm Out a Booking
• Twilio (SMS) Integration
• Quote Form: Self Service "Extra Options"
• Creating a Quote Form Disclaimer

User Management

• What are users?
• Create User
• Modify User
• Delete User

Customer Management

• Returning Customers - Customer Portal

Account & Security

• How do I change my password?
• How do I reset my forgotten password?

Pricing Management

Reports

• Reports - Financial Summaries - Billing Details (CSV download)