Updates for March 2025

As we step into a new financial year, we’re rolling out exciting developments this March to help you work smarter, faster, and more efficiently.

Let’s dive into what’s new this month!

1- Track the changes to billing customer name easily:

Sometimes a booking comes in and is entered under a specific customer but needs to be billed under another customer. We have built a simple method to select the billing customer name after a duty is completed.

To learn how to set this up, please refer to this article:

How to change billing name for a completed duty

2- View more customer details on the duty slip:

Now, you can view ‘Reporting Time, Passenger Phone Number, and Booked By Phone Number’ on a completed duty slip. This helps track the requested reporting time and actual duty start time in one place, improving service quality.

3- Limit associate access to a specific driver or vehicle for allotment:

Based on your agreement you can now provide set vehicles/drivers to your customers for their bookings. This means that the booking would automatically be created in your account allowing automatic allotment to set vehicles/drivers.

Go to Masters - Customer - select ‘Booking/Duties settings’ - select ‘Allow associate to select vehicles and drivers’ - under ‘Network associate allotment option’ select drivers/vehicle - save

To learn how to set this up, please refer to this article:

How to allow your customers to allot duties to specific vehicles and drivers

4- Branch-wise visibility in location tracking:

Employees assigned to a specific branch will now see only drivers or suppliers linked to the same branch or those without a default branch in the Location Tracking section.

This enhancement will help improve duty management and ensure better control over employee visibility for smoother operations.

To learn how to set this up, please refer to this article:

Different ways to use Branches for access/visibility

5- Auto-collect upgrade:

All auto-collect approval emails will now CC the "Booked By" contact of the duty, ensuring customers stay informed about payment requests.

To learn how to set this up, please refer to this article:

How to set up and use auto collect

6- Enhanced employee login security:

To strengthen security, employees resetting their passwords must now include a numeric digit and a capital letter.

7 - Manage payments under 'Vehicle Expense':

Now, you can easily track vehicle expenses with a Paid/Unpaid filter in the Vehicle Expenses section.

1. Filter expenses based on payment status
2. View total amounts for filtered results to get a clear financial overview

Go to operations - vehicle expense - search by Paid/Unpaid - under date range click on ‘View Totals’ and get an overview of expense totals

8- Add branch contact number to SMS/WhatsApp templates:

Easily improve customer communication by adding direct branch contact details to all SMS and WhatsApp templates.

To update your templates, contact us at support@indecab.com