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🖥️Operations

Overview and Concepts

• Operations Tiles
• Operations FAQ

Getting Started

• Getting Started With Operations
• Operations Settings

Shifts, Rosters & Generating Jobs

• Public & School Holidays
• Shifts
• Shift Attachments
• Rosters
• Roster Groups
• Generating Jobs

Managing Jobs

• The Jobs Page
• Inside a Job - Manage Job Page Overview
• Ad-hoc Jobs
• General Training Jobs
• Route Training / Trainee Jobs
• Continuations
• Splitting Jobs
• Approval Numbers

Allocations & Conflicts

• The Allocations Page
• Managing Job Conflicts
• Managing Job Acknowledgements
• Swap vehicle in progress

Charters

• Contract Charters
• Charter Tasks
• Populate schedule times and allocations in future recurrences of charter jobs
• Boarding Point Notes

Monitoring the Day

• Daily Event Log
• Live Vehicle Tracking
• Tablet Progress Warning Indicator
• Needs Verification
• Unknown Kilometres
• Automatic Staff Clock-Off
• After hours SMS alert for driver not clocked on
• Undelivered SMS
• Defects

Driver's Kiosk & Tablet

• Driver's Kiosk
• Driver's Tablet Documents
• Route Directions
• Swap Vehicle in job from Tablet
• Tablet stuck statuses / Sync Queue

Reporting

• Jobs with progress warnings from the last two weeks

Configuration Management

• Authorised Devices
• Daily Event Log Subjects
• Operations Settings
• Pre-departure checklists
• Preferred Depots and Not Clocked on Alerts
• Public & School Holidays
• Skill Specs
• Subcontractors
• Tech Specs
• Vehicle Restrictions List

💵Sales

Overview and Concepts

• Sales Overview
• Quotes vs Bookings

Getting Started

• Sales Configuration (Setup and Admin)
• Sales Settings

Managing Customers and Boarding Points

• Customers
• Boarding Points

Managing Quotes and Bookings

• Quotes Page Overview
• Creating a Quote
• Quote Pricing Explained
• Journey Planner - Quoting with Google Maps
• How Booking Changes Affect Jobs
• Cancelling a booking, Cancel with charges, Cancel in progress
• Finding & viewing details of cancelled bookings

Reporting

• Sales Reports and Exports

Configuration Management

• Sales Configuration (Setup and Admin)
• Contract Charters
• Customer Tiers

What's New

• Admin

  • All Topics

    All Published Topics