How to stop sending SMS and Email to specific customers
This article will take you through steps on how to stop sending SMS and Email to Booked By/Passenger/Additional Contacts of specific customers. Step 1: Go to Masters - Customers - Select Customer - EDIT - Booking/Duties Settings - Select the column you want - SAVE Columns: Do not send SMS and Email to passengers of this customer Do not send SMS and Email to this customer & it's additional contacts Do not send SMS and Email to booked by's of this customer (https://storage.crisp.cFeaturedUnderstanding the Duties section
In this module, we will take you through the duties tab and its various sections. 1: Incoming Duties Duties that are allotted to you by your network associate will be listed under the Incoming Duty Section. All incoming duties are shown in this tab. Additionally, the navigation bar turns red to show any pending activity. 2: Upcoming Duties. To view your upcoming dutieFew readersHow to add a booking
How to add a booking This article will take you through the process of adding a new booking. You can start entering bookings once you have completed entering all the required information in the Master's section. In case you haven’t set up your masters, click here to understand how to do the same: Understand Masters You can also watch this video to get a an understanding about how to add a booking and how an invSome readersHow to manage allotment
In this article, you will learn how to manage allotment. Click here to learn How to add a booking There are four types of allotment covered in this article Allotment to own vehicles and drivers Allotment to suppliers manually Allotment to network suppliers Booking level allotment Allotment to own vehicles and drivers To get started go to the Duties - Booked. You can allot a duty to your drivSome readersHow to allot to all duties in a booking
This article will explain how to allot the same driver, supplier or a DCO to all the duties in a single booking. This process can be performed when you have more than one duty in the same booking. How to allot to all duties in a single booking? To allot all duties in your booking, you need to first go to Duties Booked and select the duty for which you need to allot the vehicle. Now go to the large gear icon and click on Allot all duties. The pop up that appears lets you either select yourFew readersHow to create a duplicate booking
Duplicate bookings are multi-day bookings that combine multiple different duty types or vehicle groups as a part of the same booking. To create a duplicate booking you just need to follow the following 3 simple steps: Step 1: Create a booking To create a duplicate booking, you need to start by adding the first days booking. Fill in all the details and click ‘Book’. Once you see the confirmation pop-up click close. (https://storage.crisp.chat/users/helpdesk/website/13ee45c903607Few readersHow to add a monthly booking
There are multiple methods of adding a monthly booking. This article will take you through the scenario where you would like to enter the starting and closing of each day in the duty. There are 2 types of monthly bookings that you can create: Long duration - Total KM with daily hours This duty type lets you set the total KM the customer can use the vehicle for during the course of the month. Extra KM would be charged over and above the monthly usage. However, the hours are calculateFew readersHow to create an itinerary booking
Itinerary bookings are multi-day bookings that combine multiple different duty types or vehicle groups as a part of the same booking. To create an Itinerary booking you just need to follow the following 3 simple steps: Step 1: Create a booking To create an itinerary booking, you need to start by adding the first day’s booking. Fill in all the details and click ‘Book’. Once you see the confirmation pop-up click close. (https://storage.crisp.chat/users/helpdesk/website/13ee45c9Few readersHow to add a bulk booking
From time to time, you will get bulk bookings from your customers for events, conferences, weddings, functions, etc. In these scenarios, you will need to create bulk bookings for your customers. There are 2 ways to go about this depending on the size of the bookings: I: Smaller bulk bookings II: Large bulk bookings I: Adding smaller bulk bookings Smaller bulk bookings can be added by creating a parent booking and then creating additional child bookings. To create a smalleFew readersHow to allot a vehicle from a different vehicle group to a duty
Vehicle upgrades are an industry reality and we understand that. This article will walk you through the process of allotting a vehicle from a different vehicle group than the duty has been created for. Go to Operations - Booking, and click on the booking for which you need to make changes. Next, use the small gear icon next to the duty for which you need to make changes and click on Re-allot. (https:/Few readersHow to automatically assign company based on city
Simplify company selection by automatically assigning bookings based on the city selected while creating a booking. This article will take you through steps on how you can setup an automated process and manage contracts across sister companies with state-wise agreements effectively. Step 1: If you have multiple sister companies in different states, select the state of operations for each company; based on this selection when a city is set while creating a booking the company would be automaFew readers