• DLT platform SMS template registration process

  This article will guide you through the process of registering SMS templates. Make sure you are reading this only after you have completed the DLT entity and header registration process. Please read this guide to learn how to do that if not done already. Step: 1 Open your Indecab account and visit Business Settings - SMS templates - Click on 'Use defaults' - Type in your compaSome readers

• How to use Make Adjustments

  Make adjustments can be used to make changes in duty slips details for customers and suppliers How to use make adjustments? Make adjustments can be used in 2 ways: 1 - Make Adjustments for Customers 2 - Make Adjustments for Suppliers Let’s understand how to use make adjustments for customers Make adjustments can be used in two ways for customers A) Make changes chargeable to customer allowances B) Make changes to digital duty slips A) Make changes chargeable to customer allowancesFew readers

• Omnisearch - Everything you need to know

  Omnisearch - Everything you need to know Got questions about Omnisearch? This article aims to solve almost all of them! Read on to know what Omnisearch is, how it works, and what you can do with it. What is it? Omnisearch is a feature that allows you to search for anything on Indecab and jump directly to it. Whether it’s another feature, a page, a booking, an invoice, or more. How itFew readers

• Custom Fields - how to add and use them.

  Custom Fields - how to add and use them. At Indecab we understand that your customers can have different data points that need to be captured while creating a booking. From employee IDs to PO numbers, by using custom fields you can set up the system to capture this information while entering a booking and also display it at different places. How to create a custom field? Custom fields are set up at an individual customer level. To add custom fields for a customer go to Masters - CFew readers

• How to use Company profile to add bank account and Invoice T&C

  In this module, you will learn how to use the company profile feature in Indecab. Company profiles are used to display default information on invoices and in emails. In invoices, they are used to display the bank account details and T&C information. This article will take you through how to update an existing company profile and also how to create and apply a new one. 1 - Editing an existing company profile IMPORTANT : Making changes to an existing company profile would apply thoseSome readers

• How to use Company Profile to set email signature

  In this module, you will learn how to set your companies email signature in Indecab. Company profiles are used to display default information on invoices and in emails. In emails, they are used to display the Email signature. You can set-up the default company profiles or create company profiles for your sister companies. Adding the email signature to the default company profile To set the default company signature in your company profile go to Masters - My Companies - Click on ManageFew readers

• How to use round off on duty slips and invoices

  How to round off time on duty slips and invoices. We have two types of round off capability for time Rounding off the time to the nearest hour in duty slips. Rounding off extra time while displaying in invoices. 1 - Rounding off the time to the nearest hour in Duty Slips This checkbox should be ticked if you want to round up or round down the start and end time to the nearest hour when a duty is completed. Rounding takes place on a 30-minute interval, meaning if a duty endsFew readers

• How to automatically calculate fuel surcharge on invoices

  Fuel surcharge can be automatically calculated on invoices using Indecab. This article will take you through what you need to do to set it up and start using it! What is fuel surcharge? A 'fuel surcharge' is an amount added to an invoice due to the increase in the cost of fuel. It is automatically calculated and displayed on the invoice when the cost of fuel entered in the 'Customer master' is lower than the current cost of fuel entered in the 'Vehicle Fuel' section.Popular

• How to create an invoice for each duty in a booking

  Have a customer that requires an invoice for every single duty in a booking? We have got you covered, follow the steps below to create an invoice for each duty in a booking. Step 1: Go to Operations - Billing - Click add invoice - Select the customer from the pop-up menu. Step 2: Scroll to the bottom of the invoice and click on the ‘Add Booking’ button - Select the booking - click nFew readers

• DLT Platform registration for use of Custom SMS header

  Step 1: Account registration: Click on Vodafone DLT platform and register as an enterprise. Click here to view complete guide. Step 2: Account registration on all platforms: Once your registration is confirmed with Vodafone you will receive an entity ID. Using that entity ID you would need to register on the DLT platforms of all other telecom providers. The links are mentiPopular

• DLT platform SMS text templates

  The SMS text below needs to be registered as a template in the DLT platform account. Please make sure that you select 'Service implicit' while registering the templates and also add your company name and contact number after 'Regards' Name: Payment Request SMS Dear Sir/Madam, var var is requesting payment from you of Rs. var . Please tap on the link to make the payment: var var var var Regards Booking confirmation SMS Booking var var var var varFew readers

• How to activate and use booking insurance for passengers

  This article will explain how to enable and provide insurance for a booking to your customers. Indecab has partnered with Fingoole to bring you on-demand trip based insurance. You can now insure your customers for every trip they take. What is Fingoole? Fingoole is an Insure-Tech company that specializes in providing on-demand insurance. Fingoole has designed a unique insurance product that provideFew readers

• How to create and use customer groups

  The customer master has been created on two levels. Customer Group and Customer. Multiple customers can be grouped together using the customer group feature. Customer Groups are useful to view information of multiple customers together in the Duties or Invoices section. For example, if you have two customers named, Apple Maharashtra Apple Haryana You can create a single group called 'Apple' and assign theFew readers

• How to create and use Feedback Forms

  This article will take you through steps on how to create and use Feedback Forms. Part 1: Creating a feedback form: Go to Masters Feedback Forms Add Feedback Form You can create as many feedback forms as needed. A single feedback form can be used for all customers or you can create different feedback forms for different customers. Feedback forms are sent on the passenger details added while entering a booking, your feedback form is sent via Email/SMS the moment a duty is completed.Few readers

• How to close duty via sms link

  Duty slip acquisition on time is crucial to maintain customer satisfaction and fast-track your billing process. Link-based duty slips by SMS will speed up the process of creating invoices and reduce follow-ups with drivers. Your Driver or DCO can swiftly and easily complete their duties with the help of "Link-based duty slip via SMS" by simply clicking on a link provided to close duty in the 'Duty Allotment' SMS. How to enable link-based duty slips? Go to Me- Business Settings - Under ‘DuFew readers

• How to use multiple GST numbers while sending invoices to a customer associate

  If you have multiple GST entities that are being used to invoice customers, this guide will help you learn how 1 - Share multiple GST entities with your customer 2 - Create an invoice under a specific GST entity How to create and share GST entities? Step 1: Go to Masters - Suppliers - Click on ‘Add New Supplier’ - Create supplier account with ‘Type- Company’ - Enter the same GST, State, Address, and Name details as per your company. (https://storage.crisp.chat/users/helpdesk/websFew readers

• WhatsApp registration for use of WhatsApp message

  This article will guide you through the requirements and steps for registering on WhatsApp to send custom sms. Step 1- Documents Required: Before starting your registration process, please keep the documents and details below ready. a) Legal Name Document: Business Registration (BR), Company Incorporation Certificate, Tax/VAT Certificate/GST b) Address Proof Document: Bank Account Statement, Utility Bill (Phone/Electricity Bill) c) Mobile number: You can choose to get a code for verifiFew readers

• How to enable and use WhatsApp for business

  Enable WhatsApp messaging for seamless communication, sending messages is as simple as sending an SMS. This article will guide you through the steps on how to set up and use WhatsApp message: 1- How to enable it? 2- How to send messages via WhatsApp? 3- Feature highlights of WhatsApp messaging 4- Custom header for WhatsApp message 1- How to enable it? Go to Me - Business Settings - Click on WhatsApp Templates - Select ‘Enable WhatsApp for business’ - Save Changes (httFew readers

• How to copy set of fields from one master to other master

  We understand that entering data manually for every entry with the same settings can take a while. To save you time when setting up your masters, we've introduced a copy settings feature. Now, you can easily duplicate a set of fields from one master to another. A- Sections eligible for copying settings B- How to copy settings A- Sections eligible for copying settings: Currently, you can use copy settings in 4 sections in your Masters, each section has different fields that you canFew readers