Account Settings Helper/Explainer

Basic Settings (SalesDriver) Section

1. Enable Price Per Mile Calculations? = This turns on Price Per Mile Calculations on the vehicle types pages and allows you to price using miles as a comparative pricing tool. 
   
2. Enable Hourly Price Calculations? = This turns on Hourly Price Calculations on the vehicle types pages and allows you to price using hours as a comparative pricing tool.
   
3. Enable Daily Price Calculations? = This turns on a Daily Price Calculation on the vehicle types pages that protects a minimum daily rate as a comparative pricing tool. 
   
4. Enable Cost Plus Price Calculations? = This turns on the cost plus calculations in the vehicle types pages to use instead of the per mile/per hour comparison pricing. 
   
5. Show Prices? = This turns on instant quote pricing in your booking widget. Unchecking this will require all quotes to be reviewed and manually sent to customers. 
   
6. Show "Tell Us More" Box? = This shows the tell us more box on the add-on and extras step when customers get a quote on your booking widget as seen below.
   

Tell us more box on the booking widget-

1. Price Rounding = Rounds prices to the next highest multiple of the selection made
   
2. Extra Trip Time Allowance = A percentage of time added to the calculated results from the Google distance results to compensate for the difference between driving cars and commercial vehicles. This is used to display travel times and in the pricing calculations (either hourly or cost plus). 
   
3. Minimum Time at Pickup Locations = Minimum time, in minutes, that a customer can select between an arrival and departure time when createing a quote request in your booking widget. 
   
4. Quote Expires After X Days = This sets the number of days your company will honor the price of a quote and is used in the automated emails as a trigger for reminders and follow ups. This setting is defaulted to 30 days and if you would like it changed your TBN support team can help you understand the potential remifcations and make any changes you need. 
   
5. Company Phone Number = This is used in multiple locations in the application including in email wild cards. 
   
6. Logo = The logo you upload here is used in the top left of your TBN portal, on documents, and other places. The format for upload should be JPG, JPEG, or PNG and be 500x200 pixels. 
   

SalesDriver Settings in Company Setup/General Settings/Account Settings

1. Quote Document Color = This color is used on document generated in the system to help customize them to your brand. As seen below. 
   
2. Color Bars on the Quote PDF

1. Hide Quote Itemization = Hides Details about vehicles and addons from the quote and delivers only a total for the trip. 
   
2. Hide Quote Signature = Hides the signature acceptance box for customers on the Quote PDF- as seen below. 
   

Quote document with and without the quote signature box.

1. Document Header = This is where you upload a document header image to replace the standard document contact information header. Images should be Jpeg, JPG, or PNG and should be 650x150 pixels. 
2. Quote Signature Instructions = THIS FUNCTION IS NO LONGER USED. PLEASE IGNORE. 
   
3. Sales Document Header Information = If not using a document header this information will be displayed on your sales documents where the header image would have been. 
   
4. Term & Conditions Document = This allows you to upload a PDF terms and conditions document that can be included with emails sent through the system when the user clicks the "Include Terms & Conditions" before sending. 
   
5. Quote PDF Legal Disclaimer = This is the legal disclaimer language seen on the bottom of the Quote PDFs Above. 
   
6. Quote Review Message = This is the message that customers will see when creating a booking online that exceeds your review settings. 
   
7. Hide Total Milage - Quote Document = This hides the total milage being shown on the Quote PDF document.